09/03/2013
A 27-year veteran in financial services who most recently served as director of portfolio solutions at Citi Private Bank, has joined the New York office of Abbot Downing as managing director and senior portfolio manager.
09/03/2013
NFP, a leading provider of benefits, insurance and wealth management services announced that Brett Schneider, most recently Senior Vice President and Controller, has been appointed Executive Vice President, Chief Financial Officer.
09/03/2013
Royal Bank of Canada (RY) hired Jonathan Golub from UBS AG (UBSN) as chief U.S. market strategist for its investment-banking unit, filling a role left vacant since Myles Zyblock’s April departure.
09/03/2013
The appointment continues Lyxor’s growth in the North American market.
09/03/2013
In his new role he be responsible for the efficacy of SEI's investment solutions in meeting DC clients' goals, and implementing strategies for innovation and new business development.
09/03/2013
Sterne Agee, One Of The Oldest and Largest Privately-Owned Investment Banking and Brokerage Firms In the Country,
09/03/2013
Managing Director of the Future Fund Management Agency Mark Burgess is set to leave the organisation.
09/02/2013
Her work includes being a money manager that sold commodity management products and from CIBC brings over two decades of experience in the market.
09/02/2013
He brings to our team more than 20 years' of industry experience, together with a deep understanding of the institutional marketplace in the western United States.
09/02/2013
He joins DeAWM from Bank of America Merrill Lynch
09/02/2013
GenSpring is trusted by many of the world’s wealthiest families to oversee and manage important aspects of their financial lives.
09/02/2013
Mike was formerly a Vice President with Bank of America Merrill Lynch serving as a Wealth Management Specialist for the South Atlantic Region, a role he assumed in 2005.
09/02/2013
Wells Fargo & Co's U.S. brokerage has expanded its private client group with veteran advisers from rival firms Morgan Stanley Wealth Management and UBS Wealth Management Americas.
09/02/2013
Blackstone Advisory Partners, a division of Blackstone today announced that Karl Knapp has joined as a Senior Managing Director based in New York to head up the Group’s Global Industrials practice.
08/28/2013
Parks was previously Standard Chartered’s senior regional credit officer for Wholesale Banking in the Eastern Hemisphere, based in Hong Kong.
08/28/2013
He has more than 16 years of experience serving institutional, family office and high-net-worth clients throughout the Midwest and Boston.
08/27/2013
The following financial services industry appointments were announced on Wednesday.
08/27/2013
Before joining Investcorp, Ms. Ranguelova served as Global Head of Credit and Event Driven Strategy Research at Pioneer Investments
08/27/2013
As part of his new role, Melentyev will collaborate closely with the High Yield sector research team, the Investment Grade sector desk analysts and the Quantitative Credit strategy group.
08/26/2013
They joined Stifel's private client group and are based in the firm's Conshohocken, Pennsylvania, office.