02/04/2014
Akre Capital hires head of strategic planning and client services
He will be instrumental in fostering new relationships with institutional investors and helping us think critically about how we should continue to grow our firm.”
People Moves
02/03/2014
U.S. Bank Wealth Management expands Private Client Reserve team
He was formerly employed with Union Bank.
02/03/2014
Prudential Said to Hire Ex-Morgan Stanley Strategist Peters
Peters left last year as chief cross-asset strategist at Morgan Stanley.
02/03/2014
RBC Wealth Management hires two advisers from Merrill Lynch
RBC Wealth Management operates as a unit of RBC Capital Markets LLC.
02/03/2014
Kansas City-based financial services company names new president and CEO
Hagedorn, who remains a vice chairman of UMB Financial, gained the new titles from two others at the Kansas City-based banking company.
02/03/2014
RBC Wealth hires financial adviser from Wells Fargo
RBC Wealth Management operates as a unit of RBC Capital Markets LLC.
02/03/2014
Iberia Bank names new Houston president
She replaces Kevin Rafferty, who has been promoted to the new position of regional president of Texas for the Lafayette, La.-based bank
01/31/2014
BNP Paribas CIB Further Expands Merchant Banking Group - Americas
BNP Paribas Corporate and Investment Banking announced today the appointments of two managing directors to further enhance its Merchant Banking Group in the Americas and better service its clients.
01/31/2014
United Advisors appoints managing partner of Private Client Group
Formerly of Morgan Stanley, Hughes was the branch manager of the $2 billion in assets office in Great Neck.
01/31/2014
U.S. CFTC's top Libor cop to join New York law firm
He will represent financial institutions and other corporations and their boards, and individuals, in investigations, litigation and other proceedings. His practice will involve the full range of federal, state and international criminal and enforcement
01/30/2014
Pimco Appoints Four More Deputy CIOs After El-Erian Quits
Our six deputy CIOs demonstrate the strength, depth and breadth of investment talent at Pimco
01/30/2014
Wealth advisory and private banking firm appoints former Sterling Bank exec
She joins Fieldpoint Private from Sterling Bank, where she was a Managing Director and quickly established the Bank's top deposit base in the New York City market.
01/30/2014
BNY Mellon Appoints John Gannon Head of Business Development for Banking Transaction Services
BTS is a comprehensive suite of payment outsourcing services that enable brokerage firms and other providers of wealth and asset management services to offer banking solutions
01/30/2014
Stifel's boost Private Client Group
His past experience includes serving as Chief Investment Officer for Merrill Lynch Global Wealth Management and Chief Investment Officer/Head of Wilshire Funds Management Group at Wilshire Associates.
01/30/2014
Former Under Secretary of State for Economic Growth, Energy, and the Environment appointed to Tiedemann Wealth Management Investment Committee
I am enthusiastic about joining the Investment Committee of Tiedemann Wealth Management
01/29/2014
UBS Wealth Management Americas Adds Key Executive
Yhis further emphasizes our commitment to attracting top talent
01/29/2014
As Population Ages, Merrill Lynch Appoints Gerontology Director
I decided to take it in a different direction
01/28/2014
Convergent Founder Teams Up with Carson Wealth
Steve Lockshin, founder and chairman of top RIA firm Convergent Wealth Advisors, has joined the executive board of Ron Carson’s firm
01/28/2014
Top recruiter exits HighTower
The departure of the acclaimed Schwab veteran is a palpable sign for some that the roll-up is going in a new direction
01/28/2014
Baird Private Wealth Management appoints regional director
Previously he was Director of the Texas Market for Baird. Kovics joined the firm in 2010 as branch manager of Baird’s Dallas wealth management office.