12/11/2014
A results-oriented and highly accomplished executive, she most recently held the position of senior vice president, director of institutional client services and marketing, directing sales, marketing, and client service efforts across several channels.
12/11/2014
Ascent Private Capital Management, U.S. Bank's ultrahigh-net-worth wealth management unit, has hired a managing director of investments in Minneapolis.
12/11/2014
Gonzalez is currently on gardening leave and is understood to be moving to a new role.
12/11/2014
Former high-level manager at J.P. Morgan joins Bitcoin startup
He is also one of the most senior bank executives to make a move toward a company focused on bitcoin.
12/11/2014
Morgan Stanley makes senior hire in this hot sector
Risk management and compliance are the areas where investment banks are being compelled to hire thousands of new staff, and the people who head the divisions have gone from maligned internal police to senior figures with significant influence within the o
12/10/2014
Michael was the perfect addition to TrueWealth's management team
12/10/2014
The team will work out of two offices, with Heeren based in downtown Chicago and Percifield and Harber opening a new branch in Chesterton, Indiana, about an hour's drive southeast of the city.
12/10/2014
Prior to this, Briggs was a vice president with the American Society of Composers, Authors and Publishers
12/10/2014
AMP Capital has made two appointments to the Infrastructure Equity team based in New York as it continues to build its global infrastructure platform.
12/10/2014
Bank of America's Merrill Lynch said it hired five financial advisers during the first week of December away from UBS AG and Citigroup Inc's Personal Wealth Management where they collectively managed more than half a billion dollars in assets.
12/10/2014
Lebenthal Wealth Advisors Adds New Team
Lebenthal Wealth Advisors, the wealth management division of Lebenthal Holdings, LLC, announced today that Annette Hall and Charlene Fisher will be the latest team to join its wealth advisory unit, working at Lebenthal's New York office.
12/10/2014
Raymond James & Associates recruited a veteran father-son advisor team managing $220 million in assets.
12/09/2014
Decision by advisers, including an executive director of the ultrahigh-net-worth group, comes amid management changes
12/09/2014
High profile wealth management executive steps down
High profile wealth management executive is closing another chapter in a long and eventful career, resigning as the chairman of the board of Convergent Wealth Advisors.
12/09/2014
Addition marks first New York team for Raymond James & Associates, the firm's employee broker-dealer
12/09/2014
Commonfund names JPMorgan exec as CEO
She will succeed Verne Sedlacek, Commonfund CEO since 2002
12/09/2014
RBC's asset management business is among the fastest growing in the world, and the continued development of this successful, leverageable business is central to RBC's global growth plans," said Lewis
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.