03/18/2015
In this role he will develop state of the art placement strategies, ensuring that JLT Specialty USA’s commitment to superior service and product delivery are a prominent part of the company’s value proposition in the energy industry space.
03/18/2015
Blackstone agreed last October to spin off its advisory operations in the second half of this year
03/17/2015
O’Neal’s hire kicks the Lucia’s acquisition plans into high gear
03/17/2015
Froude, 59, who has been with Ameriprise since 2008, will remain with the firm to work on field operations and other projects
03/17/2015
Bank of America Merrill Lynch has to file a form within 30 days
03/17/2015
Morgan Stanley, which employs more than 16,000 brokers, said Mr. Schwala is based in Beverly Hills, Calif.
03/17/2015
D.A. Davidson & Co. boosts Investment Banking Team
He steps into the position of private equity lead at D.A. Davidson with more than 15 years of experience across investment banking and corporate finance.
03/17/2015
Macquarie Group poaches UBS exec to lead US asset manager Delaware
Shawn has significant experience managing and attracting investment talent
03/17/2015
He has 20 years’ experience in the financial services industry.
03/17/2015
BNY Mellon Wealth Management appoints senior director
He has earlier worked with Merrill Lynch as a financial adviser
03/17/2015
She will oversee strategic, fiduciary, and administrative services to help individuals and families manage philanthropic capital.
03/16/2015
Merrill fund sales guru joins American Funds
At American Funds, a unit of The Capital Group of Companies, he is a senior vice president responsible for retail product management and strategy.
03/16/2015
Footprints Asset Management & Research, Inc. (FAMR) recently announced Portfolio Manager and Director of Business Development Beau Starkel has joined their firm
03/16/2015
HE has over 15 years of investment banking experience
03/16/2015
Deloitte Names Head of Audit Practice
He will succeed Cathy Engelbert, who was named CEO of Deloitte LLP last month.
03/13/2015
Corporate client solutions includes advisory and capital markets activities.
03/13/2015
President of wealth management group to leave post
His duties will be assumed by Bill Williams
03/13/2015
Chuck will lead Sentinel's Investment Advisory Group
03/12/2015
RMB Wealth Management Promotes two execs to Partner
He leads a team of wealth advisors and client associates, while also developing relationships and providing personalized planning and investment recommendations to clients.
03/12/2015
Dan Thome has more than 30 years of investment banking and advisory experience