03/12/2014
Raymond James Names COO for Private Client Group
He joined Raymond James in 1998 as a branch manager, attracted by the firm's client-centered philosophy and culture of independence.
03/12/2014
The position reports to Richard Skae, Northeast Division Director,
03/12/2014
Merrill Lynch, whose army of stockbrokers has shrunk almost 15 percent since it was bought by Bank of America Corp five years ago
03/12/2014
Fireman’s Fund Insurance Company is pleased to announce the appointment of Kate Norris to business relationship manager focusing on family offices.
03/12/2014
U.S. Bank is bolstering its high-net-worth wealth management business in Seattle and Bellevue, Wash.
03/11/2014
State Street Corporation today announced the appointments of two senior executives to its Alternatives Investment Solutions' North American Private Equity Fund Services team.
03/11/2014
He has assisted clients in the evaluation of target operations, quality of earnings, working capital cyclicality, assessment of impact to changes in business trends
03/10/2014
Ed Nusbaum has been appointed for a second term as global CEO of Grant Thornton, it was announced today.
03/10/2014
They will report to Stan Gregor, President and Chief Executive Officer of Cantor Fitzgerald Wealth Partners.
03/07/2014
Morgan Stanley vice chairman of Wealth Management Named Chair of ELC
Morgan Stanley managing director to lead prestigious Fortune 500 senior leadership group
03/07/2014
As Mr Corbat tries to rebuild Citi’s reputation, he still faces challenges. Last week, the bank announced the discovery of alleged fraud at its Mexican unit, Banamex.
03/07/2014
Raymond James Welcomes $1.9 Million Team from UBS Financial Services
Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.
03/07/2014
UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.
03/06/2014
He will play an active role in advising the Firm on investment strategies, allocation and manager selection.
03/06/2014
Raymond James recently recruited Senior Vice President, Investments Kyle Gearhart to the Cincinnati, Ohio office of Raymond James & Associates (RJA) – the traditional employee broker/dealer of Raymond James Financial, Inc. – according to T
03/06/2014
Atlantic Trust, the U.S. private wealth management division of CIBC oday announced that Charles F. Fowler has joined the firm's Newport Beach office as a vice president.
03/05/2014
Guggenheim Securities hires tech banker from Evercore
He graduated cum laude from the Stern School of Business at NYU with a B.S. in Finance and International Business.
03/04/2014
Morgan Stanley's wealth management unit said it hired six financial advisers from UBS and Wells Fargo.
03/03/2014
She most recently was national sales manager of the Merrill Lynch Private Banking and Investments Group.
03/03/2014
KPMG International today announced that John B. Veihmeyer has been selected by its board of directors as KPMG's next Global Chairman, to succeed Michael Andrew who is retiring after serving as Global Chairman since May 2011.