09/05/2014
Morgan Stanley Wealth Management nabs 3 brokers with $1.3 billion in assets
Recent recruits include a former Merrill Lynch duo who managed $1.1 billion
09/05/2014
We are very pleased to promote Andy and Eric to their new roles and welcome Patrick and Chobun to our team.
09/05/2014
UBS moves derivatives chief to NY in agency push
He will report to Paul Hamill, UBS's global head of FX, rates and credit execution services. A spokeswoman for the bank confirmed the move.
09/05/2014
Aequitas Capital hires Goldman special situations executive
He will also be working closely with Craig Froude, Managing Principal of Aequitas’ Private Equity practice.
09/05/2014
Cantor Fitzgerald Wealth Partners continues to expand its team with the addition of financial industry veterans
09/04/2014
Baird said it hired a financial adviser and a branch manager from Wells Fargo and RBC Capital Markets, respectively.
09/04/2014
Deutsche Bank named Wall Street banker and hedge fund veteran as head of U.S. investment arm
Deutsche Bank, Europe's top investment bank, has struggled to regain standing with U.S. regulators in the wake of the financial crisis even as it adds staff and expands its North American franchise.
09/04/2014
BMO Capital Markets names new group head, chief operating officer
BMO Financial Group has announced leadership changes at BMO Capital Markets.
09/04/2014
BVA Compass appoints new head of asset management and trust
She brings significant investment, insurance and advisory services leadership experience- Holmes held senior positions at Santander, Citi and Fifth Third Bank
09/04/2014
DeVere said the new office is an “integral part of its ambitious expansion plans for the North American market”.
09/03/2014
Wilmington Trust expands M&A team on West Coast
She has more than 20 years of experience in finance. She comes to Wilmington Trust from Deutsche Bank, where she was manager of their M&A and escrow team on the West Coast.
09/03/2014
HighTower Partnership Expands In New Jersey
They currently manage $440 million in assets and have extensive experience providing wealth and asset management services to affluent families, individual clients, businesses and nonprofit organizations.
09/03/2014
Coldstream Capital Management, Bellevue, is pleased to announce the promotion of Howard Coleman to the position of Chief Investment Officer.
09/03/2014
Northern Trust selects global head of institutional distribution
John Krieg has been appointed global head of institutional distribution at Northern Trust Asset Management, a new role created to lead the development and implementation of investment solutions for clients spanning regions and markets.
09/03/2014
AOL media chief stepping down to run VC fund
Exec to run Internet media company's newly established BBG Fund, focused on early-stage investments in women-led firms
09/02/2014
Former U.S. House Majority Leader to join investment bank
He will provide strategic counsel to the company's corporate and institutional clients on key issues, Moelis said.
09/01/2014
Heartland Financial appoints Head of Private Client Services
He will report to Douglas J. Horstmann, Heartland Executive Vice President and President and CEO of Dubuque Bank and Trust Company.
09/01/2014
Common Sense Investment Management appoints president
Common Sense Investment Management, an independent, privately-held investment manager, has appointed Marc Lorin as president.
08/31/2014
Bank of America Affiliate U.S. Trust Hires 4 Advisors
The new hires at Bank of America's high-net-worth wealth management unit are spread across six states, says a spokeswoman.
08/29/2014
Capitalizing on Threshold's investment team build-out, Ryan Campbell joined the firm as an investment analyst