09/04/2014
BVA Compass appoints new head of asset management and trust
She brings significant investment, insurance and advisory services leadership experience- Holmes held senior positions at Santander, Citi and Fifth Third Bank
09/04/2014
DeVere said the new office is an “integral part of its ambitious expansion plans for the North American market”.
09/03/2014
Wilmington Trust expands M&A team on West Coast
She has more than 20 years of experience in finance. She comes to Wilmington Trust from Deutsche Bank, where she was manager of their M&A and escrow team on the West Coast.
09/03/2014
HighTower Partnership Expands In New Jersey
They currently manage $440 million in assets and have extensive experience providing wealth and asset management services to affluent families, individual clients, businesses and nonprofit organizations.
09/03/2014
Coldstream Capital Management, Bellevue, is pleased to announce the promotion of Howard Coleman to the position of Chief Investment Officer.
09/03/2014
Northern Trust selects global head of institutional distribution
John Krieg has been appointed global head of institutional distribution at Northern Trust Asset Management, a new role created to lead the development and implementation of investment solutions for clients spanning regions and markets.
09/03/2014
AOL media chief stepping down to run VC fund
Exec to run Internet media company's newly established BBG Fund, focused on early-stage investments in women-led firms
09/02/2014
Former U.S. House Majority Leader to join investment bank
He will provide strategic counsel to the company's corporate and institutional clients on key issues, Moelis said.
09/01/2014
Heartland Financial appoints Head of Private Client Services
He will report to Douglas J. Horstmann, Heartland Executive Vice President and President and CEO of Dubuque Bank and Trust Company.
09/01/2014
Common Sense Investment Management appoints president
Common Sense Investment Management, an independent, privately-held investment manager, has appointed Marc Lorin as president.
08/31/2014
Bank of America Affiliate U.S. Trust Hires 4 Advisors
The new hires at Bank of America's high-net-worth wealth management unit are spread across six states, says a spokeswoman.
08/29/2014
Capitalizing on Threshold's investment team build-out, Ryan Campbell joined the firm as an investment analyst
08/29/2014
Raymond James Lands 4 Wells Fargo FiNet Brokers After Cold Call Reconnaissance
Head advisor called employees asking how they liked their jobs
08/29/2014
AIG CEO Benmosche Sped Up Exit Amid Cancer Prognosis
Robert Benmosche, who is stepping down this weekend after five years as American International Group Inc.'s chief executive officer, said he learned in May that he had nine months to a year to live.
08/28/2014
Deutsche Asset & Wealth Management appoints Head of Strategy & Business Development
He will be responsible for overseeing existing liquid real assets products and strategies as well as developing new ones on a global basis.
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.