08/05/2013
Guggenheim Securities Hires Industry Veteran
He will focus on the property-casualty insurance sector as part of the firm's equity research team.
08/05/2013
He will focus on the property-casualty insurance sector as part of the firm's equity research team.
08/05/2013
He will lead a team of accomplished wealth professionals in bringing a comprehensive offering of private banking, lending, investment and trust solutions to clients in the region.
08/04/2013
Deutsche Asset & Wealth Management announced that Richard Glass joined the firm as U.S. Head of Small and Mid Cap Value Equities.
08/04/2013
He joins Janney from Morgan Stanley
08/04/2013
He was an advisor with New York Life for more than 30 years.
08/04/2013
The bank’s ultra-high-net-worth unit has hired four managing directors at its newly opened office
08/04/2013
Blair Ege has joined Citi Private Bank in its Washington, DC, office as director and ultra-high-net-worth private banker
08/01/2013
The appointment is effective as of Thursday
08/01/2013
Westport Resources of Westport, Conn., has hired Eugene Miller as director of family office services.
08/01/2013
he chief executive of discount brokerage firm TD Ameritrade Holding Corp has signed a four-year employment agreement guaranteeing an annual base salary of $900,000 and target annual cash and stock incentives of $5.6 million through October 1, 2017.
08/01/2013
American Century Investments has promoted two senior investment analysts to portfolio manager positions on the team managing the firm’s U.S. Large Cap Quality Growth
07/31/2013
Banking giant HSBC Holdings said Wednesday James B Comey, Jr., an independent non-executive Director, has resigned from the Board
07/31/2013
A spokeswoman for Wells Fargo & Co confirmed the team's departure, but declined to comment further.
07/30/2013
His broad experiences, expertise and personal style are a perfect complement to our culture
07/30/2013
He has joined Wells Fargo's Abbot Downing in San Francisco as Senior Relationship Manager.
07/30/2013
Advisers Stuart Conley and Harvey Spira left UBS in June to join Further Lane
07/30/2013
A 34-year industry veteran, with 22 of those years as a legacy Smith Barney adviser, Ms. Spilove was a member of Morgan Stanley's Graystone Consulting unit, which serves institutional investment management consultants.
07/30/2013
She is based in Princeton, New Jersey, joining a team that includes industry veterans L. Marc Shegoski and David Sears. She will report to John Geoghan, a complex director based in Red Bank, New Jersey.
07/30/2013
Mirae Asset U.S.is hard at work building its sales team, again.
07/30/2013
Bringing additional depth of skills and experience to the Board of the Bank as the Company seeks to enter a phase of strategic growth