10/14/2014
He has extensive experience in numerous industry sectors including, but not limited to, financial services, consumer, manufacturing and distribution, chemicals, and several energy subsectors.
10/14/2014
Abigail Johnson has taken another big step toward being the next leader of Fidelity Investments after the company said she will add the title of chief executive to her duties.
10/14/2014
Leading US family office Names new CEO
He has been Chief Operating Officer of the firm for the past eight years
10/13/2014
Dutch bank said to be moving its global trading base to Chicago
10/10/2014
We’re truly delighted to have Michael join as a senior member of the RPEP team
10/10/2014
Three seasoned investment professionals are taking on expanded roles to bolster the global management capability of Nikko Asset Management’s investment team, the company announced today.
10/10/2014
Virtus Investment Partners, Inc., which operates a multi-manager asset management business, today announced the election of Melody L. Jones and Stephen T. Zarrilli to the company's board of directors.
10/09/2014
He will report to Lee Launer, Fidelity's CEO, and manage multiple business operations, such as sales and distribution.
10/09/2014
The shifts are announced ahead of its Women’s Symposium and investment advisor confab
10/08/2014
He will be named Lead Portfolio Manager of Signature Global Resource Fund, Signature Global Resource Corporate Class, Signature Global Energy Corporate Class and Signature Gold Corporate Class.
10/08/2014
Aequitas Capital appoints vet to lead wealth management division
The wide-ranging expertise Brian has acquired across the retail, commercial and private banking markets make him the ideal leader for our wealth management activities," said Aequitas CEO Bob Jesenik.
10/08/2014
Hiring of Elizabeth J. Ford to Strengthen Lender’s Compliance Systems
10/08/2014
Former N.Y.S.E. Chief to Join Upstart Broker
Battery East, which opened its doors last month, aims to help employees of privately held companies cash out of their shares through secondary sales.
10/08/2014
Former Gateway CEO joins family office
As a family office the firm provides clients with assets of $10 million to $100 million with wealth management, estate planning, accounting, insurance, cash-flow management, legal and other services.
10/08/2014
Hutter's hire is in line with an announcement the bank made in May
10/07/2014
Geller & Company's family office and wealth advisory team is comprised of more than 70 professionals with extensive experience in serving wealthy individuals, families and their closely held private, public and non-profit businesses.
10/07/2014
Steven Bullard also joined Merrill from Morgan Stanley. Bullard started in Princeton, New Jersey, on July 8
10/07/2014
He will be a valuable addition to the deep bench of talent we have on our equity trading desks
10/07/2014
The southern market region, which had been co-led by Dick Ferguson and Bill Geary, will scale back to just one division director
10/07/2014
Wells Fargo said Monday that Michael Billeci is retiring at the end of the year, prompting the bank to reshape its Bay Area region.