12/08/2014
Day Pitney reported the strategic expansion of its Trusts & Estates Practice through the acquisition of a Boston-based team from Bingham McCutchen. According to a company release, the transaction includes the addition of three partners, Leila Dal Pos
12/08/2014
Stifel Investment Banking Expands Its Debt Capital Markets Capabilities With New Hire
He earned an MA degree from the University of Cambridge, UK, and an MBA from the Thunderbird Global School of Management in Glendale, Arizona.
12/08/2014
Mizuho Securities USA Announces New Equity Capital Markets Head
He has more than fifteen years of financial service experience, most recently as Co-Head of Capital Markets & Syndicate at Plural Investments, where he oversaw the global capital markets business.
12/05/2014
Delaware Trust appoints Director of Business Development
Delaware Trust Company, a provider of corporate trust and agency, special purpose vehicle management and independent director services, today announced the appointment of James P. Lawler as director of business development.
12/04/2014
Convergent, rocked by suicide of CEO, announces replacement
Former COO Douglas Wolford officially taking reins of $8.4B RIA
12/04/2014
Boston Private Bank names VP, trust services
Boston Private Bank & Trust Co, a unit of Boston Private Financial Holdings Inc, appointed Elizabeth Connelly vice president of trust services.Boston Private Bank & Trust Co, a unit of Boston Private Financial Holdings Inc, appointed Elizabeth Con
12/04/2014
Atlantic Trust, the U.S. private wealth management division of CIBC today announced that Ryan Christine Coulson has joined the firm's San Francisco and Newport Beach offices as senior vice president and wealth strategist.
12/03/2014
Veteran Sales and Marketing Professional Joins TCW as MD in Private Client Services
Veteran Sales and Marketing Professional Brings More than 20 Years of Experience Serving RIAs and Family Offices
12/03/2014
Multi-family office changes name
He brings over fifteen years of experience providing counsel to families and privately-held companies invested in both public and private assets with a concentration in real estate.
12/03/2014
RBC boosts board
He is a Director and Senior Partner of McKinsey & Company based in New York City.
12/02/2014
Sage Private Wealth Group, a Wheaton, Ill.-based independent firm affiliated with Raymond James Financial Services, has recruited two financial advisors.
12/02/2014
Former Chair Jerry Grundhofer retires- Mr. Ryan's experience makes him "the right choice" as Chairman to "strengthen SHUSA"
12/02/2014
Sun Life Financial boosts board
She has more than two decades of corporate executive and capital markets experience.
12/02/2014
BNY Mellon, a global leader in investment management and investment services, today announced that it has elected Ed Garden, Chief Investment Officer and a founding partner of Trian Fund Management, L.P. as a director, effective immediately.
12/02/2014
Boutique wealth groups add teams in Arizona and Iowa
12/02/2014
Bank of America's Merrill Lynch lost a 34-year veteran broker and his six-person team to Raymond James & Associates last month, a spokeswoman for parent company Raymond James Financial confirmed on Monday.
11/30/2014
Don Lindsey was named chief investment officer of the American Institutes for Research
11/27/2014
He comes to DeYoe Wealth Management with over 18 years of experience in the wealth management and trust industry.
11/27/2014
She was most recently a private client adviser at U.S. Trust, the private wealth management unit of Bank of America.
11/27/2014
Wibke Pendse is moving from California to London to lead Silicon Valley Bank’s private equity finance and banking business in the UK.