04/10/2014
Washington Wealth Management Adds Two Experienced Former Wirehouse Advisors
Advisors Morrie Symson and David Mizrahi Bring Approximately $150 Million in Assets Under Management
People Moves
04/10/2014
GenSpring adds two new MDs in southern US
These key additions follow the expansion of the firm’s Western region
04/10/2014
Phoenix Investment Adviser Adds Key Personnel, Surpasses $1 Billion in Assets Under Management
The firm's newer strategy, a long/short credit fund, surpassed a 3-year track record in 2014, and assets for the fund have been increasing substantially over the past six months.
04/10/2014
Saffery Champness appoints two partners
Two new partners have been appointed at Saffery Champness
04/09/2014
Morgan Stanley Wealth Management shuffles field leadership
Brokerage is consolidating three divisions into two and reducing its 12 regions to eight
04/09/2014
Leading wealth management firm boosts team
These key additions follow recent announcements the firm has made of expansions in the firm’s Western Region, with a family office establishment in Los Angeles and a significant expansion in San Francisco.
04/09/2014
Forum Securities appoints Sophia Banar as strategic risk and portfolio manager
We expect Sophia will be a major contributor to the success of both our existing and future products.
04/09/2014
Raymond James Hires Adviser Team from J.P. Morgan Securities
Michael Cohen, Benjamin Cohen and their team have joined Raymond James & Associates Inc, a wholly owned subsidiary of Raymond James Financial.
04/08/2014
Baird boosts wealth management unit
Robert W. Baird & Co said on Monday its wealth management unit hired a veteran adviser from Wells Fargo & Co.
04/08/2014
Ladenburg Thalmann Appoints Head of Technology Investment Banking
He will be based in Ladenburg's New York City office.
04/08/2014
Subha Barry and Craig Pfeiffer Join Snowden’s Advisory Board
Subha and Craig bring strong values and substantial industry experience
04/08/2014
BlackRock Hires Barclays’s Knapp for New Fixed Income Team
The group will focus on major structural themes, identify investing opportunities and figure out ways to capture them
04/08/2014
Joseph Miller III Joins Hilco Global As EVP
He was an associate in the Corporate Restructuring practice group at Skadden, Arps, with a focus on Chapter 11 and out-of-court restructurings, mergers and acquisitions, and corporate lending.
04/08/2014
JPMorgan makes investment banking leadership changes
JPMorgan named Carlos Hernandez co-head of global banking with Jeff Urwin as corporate and investment-banking chief Daniel Pinto overhauls the division’s leadership.
04/07/2014
Robertson Stephens Hires Two Managing Directors, New Chief Investment Officer
Michael Zaninovich has joined Robertson Stephens Advisors as a Managing Director and Chief Investment Officer.
04/07/2014
BlackRock Boosts Top Ranks in Second Reorganization in Two Years
The moves mark the biggest management reorganization since 2012
04/04/2014
Hampton Roads Bankshares Promotes James Williams to Chief Information Officer
Hampton Roads Bankshares, Inc. the holding company for The Bank of Hampton Roads and Shore Bank today announced the promotion of James T. Williams to Chief Information Officer.
04/04/2014
Citigroup Taps McQuade to Run Stress-Test Process
Citigroup Inc shocked by the Federal Reserve's rejection of its capital plan, is asking a top executive to delay his retirement to help repair the bank's relationships with regulators.
04/04/2014
Wells Fargo Appoints CFO Tim Sloan to Head Wholesale Banking Group
Today's appointments represent a natural evolution of executive responsibilities at our company
04/04/2014
Investcorp Appoints Jonathan Joyce Head of Operational Risk for Hedge Funds Group
Investcorp is a leading provider and manager of alternative investment products