06/12/2015
Technology Investment-Banking Star Joins SecureMySocial Advisory Board
SecureMySocial announced today that Maria Lewis Kussmaul, co-founder and partner at AGC Partners, has joined its Advisory Board
People Moves
06/12/2015
JPMorgan Promotes Dealmaker Kurt Simon to Global Chairman of M&A
Equity capital markets co-head Michael Millman will also run technology investment banking for North America, according to the memo.
06/12/2015
Pioneer hires Dristine for US institutional drive
Dristine will be based in Boston for the asset manager, which is currently owned by Italy’s UniCredit bank.
06/11/2015
Northern Trust Strengthens Wealth Advisory Services Team in New York
Appointed as Senior Regional Wealth Advisor
06/11/2015
Raymond James Hires $665M Morgan Stanley Team
The brokerage has been recruiting advisers who manage sizable assets at a rapid pace
06/11/2015
HSBC Appoints Head of Global Trade and Receivables Finance, US and Canada
Inwha will be responsible for leading and managing GTRF activities across the United States and Canada for Commercial and Global Banking clients.
06/10/2015
Fiduciary Trust Company International boosts team
He will be based in the firm's San Mateo, California office.
06/10/2015
Asset-management giant hires Columbia finance professor
His research spans bond markets, equities, asset management and portfolio allocation, and alternative investments.
06/10/2015
Merrill Team Cracks for Raymond James’s Gain
One senior partner departs for Raymond James Financial
06/10/2015
Wells Fargo FiNet adds brokers from Merrill Lynch
Wells Fargo Advisers Financial Network said a team of four brokers from Merrill Lynch joined its network
06/10/2015
Piper Adds Investment Bankers as Stifel Deal Displaces Talent
Piper Jaffray Cos. is building its investment-banking operation by hiring dealmakers from Sterne Agee Group
06/10/2015
City National Expands New York Team
New Investment Advisors to Serve Wealth Needs of More Clients
06/10/2015
TD Bank Names Robert Zupp to Senior Vice President in Government Banking Product Management
TD Bank, America's Most Convenient Bank, provides customers with a full range of financial products and services at 1,300 convenient locations from Maine to Florida
06/10/2015
NY hedge fund veteran joins James Alpha Management
A NY based veteran in alternative investments, has joined James Alpha Management
06/10/2015
Wealth Access Hires 7 Veterans to Continue Growth
Now reporting on over $20 billion, representing 350% growth and 14-fold increase in users over the last year
06/09/2015
RBC Wealth Management Hires Advisor From Merrill Lynch
RBC Wealth Management,a division of Royal Bank of Canada,said it hired a financial adviser from Merrill Lynch.
06/09/2015
Wynnchurch Capital Announces Partner Promotions
Chris and Ian have been leading contributors to these results for over ten years
06/09/2015
Hovde Group Expands its Nationwide Investment Banking Group
Jim is an exceptional professional
06/09/2015
First National Bank Weath Management congratulates Dave Amen
The Wealth Management team at First National Bank is pleased to congratulate Dave Amen on his new role as a director, Trust Services in Lincoln.
06/09/2015
Former federal regulator to provide consulting services to Wolters Kluwer Financial Services
Former Federal Regulator Brings 27 years of Regulatory Leadership Experience and Insight