12/10/2013
Crédit Agricole CIB boosts Real Estate, Lodging and Gaming Group in Americas
He most recently was Director/Team Leader-Commercial Real Estate Finance at ING Real Estate Finance.
12/10/2013
UBS AG's Wealth Management Americas unit said Tuesday that it hired a team of two financial advisers from Bank of America Merrill Lynch for one of its Texas offices.
12/10/2013
Blackstone Mortgage Trust, Inc. today announced that Paul D. Quinlan, a Managing Director in the finance division of Blackstone, has been appointed Chief Financial Officer of the Company.
12/10/2013
Bob Schwartz has been appointed CTO of Connecticut-based SS&C Technologies, a fund administration software specialist.
12/10/2013
Jennifer Daniels and Karen Levy, who managed more than $150 million in client assets at Merrill, are now working out of Morgan Stanley Wealth Management's Cincinnati office.
12/09/2013
Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.
12/09/2013
Prior to founding Soundport, which provided asset management services for investors in office assets located in Boston, New York, San Francisco and Los Angeles,
12/09/2013
BNY Mellon Wealth Management plans to expand its sales force by 50%, to 150 workers
12/09/2013
Stifel boosts Private Client Group
He will continue to provide wealth management and investment advisory services to his clients.
12/06/2013
Prior to joining Hasbro, Alperin practiced law in New York City for 20 years, dealing with corporate, public and private financial transactions, corporate mergers and acquisitions, compensation issues and securities law matters.
12/05/2013
Also joining the team from Wells Fargo Advisors are registered client associates Jaynie Guerrero and Angie Spinner.
12/05/2013
BNY Mellon Wealth Management continues its steady drumbeat of new hires.
12/04/2013
He will also focus on strategic modeling and market based tactical positioning for client portfolios.
12/03/2013
Deutsche Wealth Management appoints President of the DWS Funds
He will work closely with the funds' independent board members to ensure optimal oversight of the funds' management and operations.
12/03/2013
The move follows his decision to step away from his day-to-day role with the firm in August 2012
12/02/2013
Morgan Stanley hired high-yield debt analyst Todd Corsair from UBS AG as the fourth-largest underwriter of U.S. corporate bonds bolsters its position and the Swiss firm reduces the size of its investment bank.
12/02/2013
Deutsche Asset & Wealth Management today announced two senior private equity hires to support the growth of its alternatives business in the Americas and worldwide
12/02/2013
The Hiscox direct online small business platform in the US has rapidly grown to over 40,000 policies in force since we launched in October 2010.
12/01/2013
He is uniquely qualified to lead our talented wealth management team as we grow this important line of business for our company.
12/01/2013
The team had an annual revenue production of more than $1 million at Morgan Stanley.