09/10/2014
Ethan Doyle Joins Tiedemann Wealth Management
Ethan joins Tiedemann Wealth Management from RDG Capital Management where he served as Managing Partner
People Moves
09/10/2014
Hedge-fund impresario is jumping to the Fox Business
The 50-year-old investor lately signed an exclusive deal to appear on both FBN and the Fox News Channel, sources close to the condition stated .
09/09/2014
BNP Paribas CIB Names Paul Mortimer-Lee Chief Economist North America
Paul also held positions at the IMF.
09/09/2014
Guggenheim Securities Bolsters Rates Team with Veteran Hires
The five hires continue Guggenheim Securities' growth in its fixed-income sales and trading operations.
09/09/2014
Hertz CEO, Under Hedge-Fund Fire, Quits
Facing pressure from Carl Icahn, Hertz Global Holdings is making a change at the top.
09/09/2014
Hopkins & Carley Adds Family Wealth, Tax Planning Vets
Silicon Valley firm Hopkins & Carley on Monday announced the addition of two estate planning veterans to its family wealth and tax planning department.
09/08/2014
Citi Veteran Promoted to Lead Private Bank
He succeeds Mark Mason who was recently named Chief Financial Officer for Citi's Institutional Clients Group.
09/08/2014
Pimco Names Said Saffari Executive Vice President and Portfolio Manager
He will be based in Newport Beach, California and report to Michael Gomez, managing director and head of emerging markets portfolio management.
09/08/2014
Steve Cohen Money Manager Exits After McLaren Reckless-Driving Arrest
Orwicz was arrested Aug. 28 on charges of reckless driving, improper passing and disobeying a police officer signal while behind the wheel of the yellow McLaren in New Canaan, Connecticut, New Canaan News said on its website.
09/08/2014
Ameriprise Financial Hires 5 Advisors in US
Asset manager and brokerage Ameriprise Financial Inc said it hired five advisers across different locations in the United States over the past few weeks.
09/08/2014
John Hinshaw Elected to BNY Mellon Board of Directors
NY Mellon, a global leader in investment management and investment services, announced today the appointment of John Hinshaw to its Board of Directors.
09/08/2014
Manulife Asset Management Names Allan Hutton, CFA, to Business Development Team
This investment expertise extends across a broad range of public and private asset classes, as well as asset allocation solutions.
09/08/2014
Chief of $1 billion Juilliard endowment is leaving
The move is notable because of the New York City-based school's relatively large financial position-more than $1 billion in total assets despite only about 850 total students-and Marcus' sophistication as an investor.
09/07/2014
Deloitte Corporate Finance appoints Houston Managing Director
He has extensive international experience and completed in the course of his career over $40 billion in energy and energy-related financings representing clients in project finance, capital markets transactions, IPOs, strategic advisory, and cross border
09/07/2014
BofA appoints Vice Chair, Global Wealth & Investment Management
He had been the company's co-COO since September 2011, Bank of America said in a filing.
09/05/2014
Morgan Stanley Wealth Management nabs 3 brokers with $1.3 billion in assets
Recent recruits include a former Merrill Lynch duo who managed $1.1 billion
09/05/2014
B. Riley Expands Investment Banking Group, Announces Sales & Trading Promotions
We are very pleased to promote Andy and Eric to their new roles and welcome Patrick and Chobun to our team.
09/05/2014
UBS moves derivatives chief to NY in agency push
He will report to Paul Hamill, UBS's global head of FX, rates and credit execution services. A spokeswoman for the bank confirmed the move.
09/05/2014
Aequitas Capital hires Goldman special situations executive
He will also be working closely with Craig Froude, Managing Principal of Aequitas’ Private Equity practice.
09/05/2014
Cantor Fitzgerald Wealth Partners Expands National Team with Two New Hires
Cantor Fitzgerald Wealth Partners continues to expand its team with the addition of financial industry veterans