08/28/2014
Blue Sage Capital hires Barclays analyst as associate
He joins Blue Sage as an Associate
08/28/2014
Blue Sage Capital hires Barclays analyst as associate
He joins Blue Sage as an Associate
08/28/2014
The $184 billion-asset company said in a press release Wednesday that Ricky Brown had taken the reins at Branch Bank & Trust.
08/28/2014
Handler moved from UBS to Raymond James in April
08/27/2014
Sterne Agee expands Financial Institutions Group
We are excited about the experienced team we have built in our investment banking division
08/26/2014
Benjamin Edwards does not disclose the amount of client assets individual advisers manage or an adviser's annual revenue.
08/26/2014
Advocacy Wealth Management appoints new CIO
With more than 14 years in the investment management industry, Justin will use his expertise to customize and monitor individual and institutional portfolios with a focus on protection of principal and predictable, tax-efficient returns.
08/24/2014
Change at the top for Bryn Mawr Trust
In April, one month after the bank’s parent company, Bryn Mawr Bank Corp., celebrated that landmark anniversary, it announced a succession plan for the retirement in December of its longtime CEO and chairman, Ted Peters.
08/24/2014
Northwest Bancshares Inc, the holding company of Northwest Savings Bank, said it appointed William Harvey Jr as its chief financial officer.
08/22/2014
He has more than 20 years of experience in investment banking.
08/22/2014
Wealth manager U.S. Bank, a unit of U.S. Bancorp, hired two executives for its private client reserve in Phoenix.
08/22/2014
Wells Fargo Advisors, Wells Fargo & Company's registered broker-dealer, said Thursday it recruited two brokers away from rival securities brokerage Morgan Stanley, where they managed nearly $350 million in client assets.
08/22/2014
Mr. Hockin previously served as a member of the Bank’s board from June, 2005 and as Chair of the Bank’s board from November, 2008 until he became Executive Director of the International Monetary Fund representing Canada, Ireland and the Caribb
08/21/2014
Darnell’s move reinforces the view that Montag, who has overseen some of the bank’s most profitable businesses
08/21/2014
Northern Trust Strengthens Hedge Fund Investment Team
He has joined Northern Trust Alternatives Group as Director of Portfolio Strategy for hedge funds and Greg Jones has joined as a Hedge Fund Analyst, strengthening the group that provides funds-of-funds and custom solutions for sophisticated in
08/21/2014
Former Penn State University quarterback to leave Goldman Sachs
Meltzer and Bhavsar, who will also continue to oversee cross-asset sales, will report to Tom Cornacchia
08/21/2014
J. Streicher Asset Management LLC, a U.S.-based SEC registered investment advisory firm, has announced the board of directors has unanimously elected Lewes resident Todd M. Schoenberger as president effective Aug. 1.
08/20/2014
Deutsche Bank has hired two technology executives as part of an effort to deal with more scrutiny from regulators, including over control failings identified by the Federal Reserve Bank of New York.
08/20/2014
Camden Capital Names new MD
She has twenty-five years of experience advising legal professionals, business owners, entrepreneurs and high net worth families on wealth management, legacy planning and family office matters.
08/20/2014
The company will be auctioned to private equity firms later this year and could be worth around $600 million.
08/20/2014
Towers Watson Names Head of risk Consulting, Software
He will take over his new role from Sept. 1 and will be based in Towers Watson's Stamford office in Connecticut.