10/23/2014
Janney Montgomery hires team of advisers from JPMorgan
The four-member team is led by Daniel Carney and Stuart Peterson.
People Moves
10/23/2014
Discharged Merrill Duo With $2.5B in Client Assets Lands at Stifel
A former Merrill Lynch advisor team said they felt the firm wronged them by terminating them, according to their attorney.
10/23/2014
Snowden Lane adds more former Merrill brokers to its ranks
Their hiring comes roughly three weeks after Snowden Lane recruited four advisers from UBS Wealth Management Americas where they had $400 million in assets under management.
10/23/2014
U.S. Bank names Thanh Nguyen vice president, private banker
Nguyen began her career in the financial services industry in 1998.
10/23/2014
State Street Global Advisors Appoints Chief Portfolio Strategist
She began her career as an investment banking analyst and trader for Credit Suisse First Boston.
10/23/2014
BNY Mellon Appoints new Chief Risk Officer
He joins BNY Mellon from Oliver Wyman Group, where he was senior partner and leader of the North American Public Policy Practice
10/23/2014
BNY Mellon Appoints new Chief Risk Officer
He joins BNY Mellon from Oliver Wyman Group, where he was senior partner and leader of the North American Public Policy Practice
10/22/2014
BofA refugees said to join ex-Knight CEO Joyce for market maker
Bank of America traders who left as the lender dismantled their electronic market-making unit are attempting to recreate the business as an independent firm with former Knight Capital Group chief Tom Joyce.
10/22/2014
Options Group appoints new partner in NY
Options Group, a leading global executive search firm, announces the hire of Richard Stein as Partner.
10/22/2014
Former Citi Exec Joins First Horizon Board
A 35-year banking veteran who retired from Citigroup in April, has joined the board of First Horizon National Corp. in Memphis, Tenn.
10/21/2014
US alternatives specialist names new investment head
Parametric is a subsidiary of US asset management firm Eaton Vance. It specialises in quant-backed and alternative asset allocation.
10/21/2014
Morgan Stanley Wealth Management hires financial advisers from JP Morgan Chase
The duo had a combined production of $2.1 million and managed assets of about $175 million while working at JP Morgan.
10/21/2014
Evanston Capital Management Hires Head of Strategic Business Development
Evanston Capital Management, LLC, an alternative investment management firm with approximately $4.9 billion of assets under management, is pleased to announce the addition of Lance Donenberg, Principal & Head of Strategic Business Development, effecti
10/21/2014
Grant Thornton names International Business Center director for the Americas and Central region
Grant Thornton’s IBC directors are an instrumental point of connection for professionals throughout the firm, handling international-related inquiries and opportunities and serving as a liaison for Grant Thornton International Ltd (GTIL) member firm
10/20/2014
Jefferies Grabs Barclays Team
The firm’s Wealth Management business is dedicated to serving ultra-high net worth individuals, family offices and foundations
10/20/2014
GBI Names New Head Of Wealth Management
Former World Gold Council Exec Bob Alderman Joins GBI
10/17/2014
UBS Global Asset Management Names Ned McNally to Its US Financial Institutions Group
UBS Global Asset Management, a division of UBS AG, has hired Ned McNally as a Director and National Sales Manager, focusing on business development efforts in its US Financial Institutions Group.
10/16/2014
Deutsche AWM boosts Mexico HNW team
She will be responsible for developing and strengthening the Bank's relationships with ultra-high-net-worth clients in Mexico.
10/16/2014
BNY Mellon Wealth Management Adds 2 Sales Directors in NY, NJ
BNY Mellon Wealth Management is boosting its sales team in the tri-state region.
10/16/2014
Cushman & Wakefield appoints Head of Strategic Accounts
Cushman & Wakefield announced today that Laura Pomerantz has joined the firm as Vice Chairman and Head of Strategic Accounts, effective immediately.