08/13/2014
Wells Fargo's wealth management unit boosts LA team
He was senior vice president of trust and estate at Merrill Lynch, providing investment advice and wealth transfer strategies for clients.
08/13/2014
Evercore names MD
Initially he will be based in Evercore’s office in London, and later will relocate to New York.
08/13/2014
Deutsche Asset & Wealth Management appoints Head of Consultant Relations, Americas
She is the latest high-profile strategic senior hire by DeAWM
08/12/2014
Two teams will merge to make up 44th HighTower Partners office
08/12/2014
New Board Features Four Independent Board Members With Expertise in Both Alternative Markets and Traditional '40 Act Requirements and Regulations
08/12/2014
JP Morgan has promoted its head of fund services to lead its $21 trillion custody business globally, Financial News learned.
08/12/2014
Ziegler Wealth Management Hires Church Securities Specialist
Rolando Q. Leavell as a financial advisor with expertise in church securities
08/11/2014
She will report to Hubert Keller
08/10/2014
But it must be noted that Mr. Steinmetz's appointment is in some ways an experiment — perhaps even a risky one.
08/08/2014
Deloitte appoints new Investment Management Practice head in USA
Henry and Stier will also be working closely when it comes to serving clients in the U.S. market, especially on those companies looking to grow internationally.
08/08/2014
International investment bank Continues Expanison
He holds a B.S. in Finance from California Lutheran University and an MBA from the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.
08/07/2014
Prior to that he has worked as a portfolio manager at Credit Suisse, First Boston and Soros Fund Management.
08/07/2014
Rothman provides strategic business and operational advice primarily to private equity funds
08/07/2014
A 17-year Wall Street veteran, Mr. Dobi started his investment banking career at Lehman Brothers before moving onto Merrill Lynch and then Morgan Stanley, where he worked on deals involving REITs, consumer product companies, and retailers.
08/07/2014
UBS's co-head of global debt capital markets lands new top job
The appointment comes as part of a broader reorganisation at the bank as it seeks to "simplify its organizational construct"
08/07/2014
McAdams Wright Ragen had about 80 advisors and $10 billion in assets when the acquisition was announced.
08/07/2014
They each have the practical expertise that is required to advise clients on complex financial planning
08/07/2014
Grant Thornton names chief administrative officer
Grant Thornton said Tuesday that Bilbo holds at least 25 years of experience in business process re-engineering, services sourcing and systems redeployment functions.
08/06/2014
The firm posted $2.19 billion in equities sales and trading revenue in the first six months of 2014, compared with Citigroup’s $1.54 billion.
08/06/2014
I am excited about joining Evercore and building on the Healthcare team's strong momentum