05/19/2015
Steel Peak Wealth Management expands team
He also holds a Chartered Retirement Planning Counselor designation in addition to the Series 7, 66 and 24 licenses.
People Moves
05/19/2015
William Blair Expands Private Wealth Management team in Boston
The firm works with affluent private investors, families, and entrepreneurs
05/19/2015
Investcorp Hires Chief Risk Officer for its Hedge Funds Business
will be responsible for monitoring the risks of investments made across the firm's Hedge Funds business including fund of funds, single managers, special opportunity and alternative beta portfolios.
05/19/2015
Carlos Mickan Named Vice Chairman of Pan-American Life Insurance Group
In addition to his role as Vice Chairman, Mr. Mickan will continue to oversee Pan-American Life’s financial operations as Chief Financial Officer which includes the investment and actuarial areas of the company, as well as administration and informa
05/18/2015
Barclays leveraged finance banker leaves for Nomura
She has also worked at CitiGroup Inc. and Lehman Brothers
05/18/2015
Morgan Stanley Names Financial Institutions Co-Head
Financial firms announced $664 billion of mergers and acquisitions last year
05/18/2015
Veteran of Wall Street Starts Anew With Intrepid
The energy banker who rose to become Barclays Plc’s top-paid executive before he stunned Wall Street by resigning last year, is returning to his roots
05/18/2015
Wealth Manager appoints two new advisors
They further strengthen our trust and family wealth capabilities, working directly with clients and with our colleagues
05/18/2015
Mizuho Adds Credit Suisse Traders to Growing U.S. Equities Unit
Mizuho Financial Group Inc. hired a pair of U.S. stock traders from Credit Suisse Group AG as the Tokyo- based bank expands its equities business in the country.
05/18/2015
Focus Announces Ten New Hires to Support its Significant Growth
Focus Financial Partners , the leading international partnership of independent wealth management firms, today announced ten new hires at the holding company level since 2014
05/15/2015
Wells Fargo Funds Management appoints DCIO head
He was executive director of J.P. Morgan’s national accounts team for defined contribution investment services.
05/15/2015
Harvard Professor Joins Cornerstone Research as Senior Advisor
Influential economist contributes expertise on industrial organization, technological change, and econometrics.
05/14/2015
International Tax Estate Planning Professional Joins Akin Gump
Ms. Lee’s practice includes advising clients on U.S. tax law
05/14/2015
Dynasty Financial Partners Welcomes Scott Welch as Chief Investment Officer
Mr. Welch is a frequent speaker on wealth management topics
05/13/2015
JPMorgan appoints Head of Private Capital Markets
He joined from Barclays Plc where he was most recently global co-head of private capital markets
05/13/2015
Former Clearing House Head Lands at Deutsche Bank
Deutsche Bank has hired the former president of the Clearing House Association to take charge of its stress testing process
05/13/2015
Merrill Lynch says Hill to head retirement investment & income team
She was most recently with Merrill Lynch's Global Wealth and Retirement Services markets group, where she was head of product development and origination.
05/13/2015
BNY Mellon appoints Senior Deputy General Counsel
He graduated summa cum laude with a bachelor's degree in Economics and Political Science
05/13/2015
RWC partners confirms details of new emerging market team
To support the team, RWC Partners has established a new office in Miami and is in the process of establishing an office in Singapore, subject to regulatory approvals.
05/13/2015
Grant Thornton’s Mid-South Private Wealth Services gets new leader
She also serves as a board member for Junior Achievement of Central Carolinas