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
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
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
Deutsche Bank has hired the former president of the Clearing House Association to take charge of its stress testing process
05/13/2015
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
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
05/13/2015
Southeast-Based Wealth Management firm appoints principal
He is a member of the Tennessee Bar Association as well as the Mississippi Bar Association.
05/12/2015
DBO Partners, a leading merchant banking firm, today announced that Mathew Hein and David DeRuff have joined the firm as Partners
05/12/2015
Barclays already has a strong practice in semiconductors
05/12/2015
The new firm, like SAC Capital, is run by Steven Cohen, who still faces a civil lawsuit by the U.S. Securities and Exchange Commission, which alleges that Cohen failed to supervise the employees who were later found guilty of insider trading. He has denie
05/12/2015
The new IBD executive reports to Chief Information Officer Victor Fetter
05/12/2015
Bank of America Merrill Lynch has hired Bill Frauenhofer, a longtime adviser to chip-making companies, as its head of global semiconductor investment banking
05/11/2015
Mr. Sterling is responsible for managing Pioneer’s team of 14 U.S. equity research analysts based in Boston. On May 29, he will become a portfolio manager on the firm’s research-based equity strategies.
05/08/2015
McGlinchey Stafford PLLC is pleased to announce the addition of Monica S. Thompson as Of Counsel in its Consumer Financial Services group in the firm’s Dallas office
05/08/2015
Susan Eggleston will bring seventeen years of Deltek product experience to Baker Tilly
05/08/2015
Independent Financial Group announced today the addition of Kian Rafia as Senior Vice President of Wealth Management. Mr. Rafia will be responsible for the strategy and development of IFG's advisory products.