02/25/2014
Glenmede, a privately-held and independent investment and wealth management firm, today announces that Christopher F. Poch joins as Director of Business Development and member of the Management Committee.
02/25/2014
Mitch Ackles and Ron Geffner have been re-elected president and vice president, respectively, of the Hedge Fund Association.
02/25/2014
Chandler Root, Merrill Lynch's market executive for the U.S. southwest region, is being transferred to a new post in an apparent demotion
02/25/2014
State Street Names Vice Chairman
Previously, he led international for State Street’s Global Services and Global Markets businesses.
02/25/2014
Two new members have been added to the Raymond James Financial Inc. Board of Directors, Raymond James announced Monday.
02/25/2014
With the addition of these six individuals, the company's senior leadership team now includes 28 Principals, highlighting its commitment to growing the firm.
02/24/2014
PNC Bank has named John Banitt senior vice president and senior investment adviser of wealth management in Palm Beach County.
02/21/2014
The former joins from Bank of New York Mellon Alternative Investment Services; the latter is treasurer for the Chattanooga Tax Practitioners.
02/21/2014
First Republic Private Wealth Management expands Boston team
Highly Respected Investment Team From Morgan Stanley Joins Boston Office
02/21/2014
BNY Mellon Wealth Management is ramping up its business development efforts in New York, Chicago, San Francisco and Philadelphia.
02/21/2014
Independent wealth management firm appoints new CEO
He will oversee all wealth management activities, provide leadership and strategic vision as the firm continues to enhance its product and service offerings and add talented wealth management advisory teams.
02/21/2014
The Securities and Exchange Commission today announced that it has named Stephen Luparello as director of its Division of Trading and Markets.
02/21/2014
They serve corporate executives, business owners, affluent families and female investors in the Buffalo area and throughout the eastern United States.
02/21/2014
He joins Mizuho from the Royal Bank of Scotland
02/20/2014
He will lead the development of MoneyBlock’s wealth-management platform, targeting independent reps and advisors managing more than $25 million.
02/20/2014
He is a member of the Technology Executive Team and serves on the company's Global Management Team.
02/20/2014
Cantor Fitzgerald Expands metals and mining investment banking team
'We are pleased to have Graham join our expanding investment banking platform.' said Shawn P. Matthews, Chief Executive Officer of Cantor Fitzgerald & Co.
02/20/2014
Dr. Arne Boudewyn, a veteran of Abbot Downing and Wells Fargo with more than 20 years of experience as a researcher, educator and consultant to ultra-high-net-worth families, has been named head of Family Dynamics and Education for Abbot Downing
02/20/2014
He was appointed deputy director of the division in September 2010 and has served as acting director since December 2012
02/19/2014
Deutsche Asset & Wealth Management expands US team
He brings extensive experience and a deep understanding across our broad investment capabilities