12/17/2013
David is the author of "Market Neutral: Engineering Return and Risk," which was published in 1998 by the C.F.A. Institute and has been part of the C.F.A. syllabus ever since. He earned a law degree from the University of Aberdeen in 1979.
12/16/2013
John Quello and his son, Nathan, joined the bank’s Loft Advisors team.
12/13/2013
"As market president, Anthony's experience and leadership will guide him and his team in serving our clients throughout Puget Sound and the state.
12/12/2013
RBC Wealth hires adviser team from Morgan Stanley
Weigel told Reuters that all of his former clients have agreed to move to RBC with him and Dimino.
12/12/2013
Brevan Howard Asset Management has added a top bank currency executive just months after parting ways with its top foreign exchange manager and closing his hedge fund.
12/12/2013
It’s official: The Presidio Group, the $3.5 billion San Francisco-based wealth management firm, has named Karl Schade CEO.
12/11/2013
Jefferies Wealth Head resigns to Join Hedge Fund
Markman Peters, who joined Jefferies & Co in 2009 to run and expand its wealth management business, is leaving to join a distressed debt hedge fund
12/11/2013
He joins as the group's actuarial investment strategist
12/11/2013
The bank has scrapped monthly commissions it had paid as part of efforts to retain a DLJ junk-bond team led by an associate of Michael Milken, who created the market in the 1980s, the people said.
12/11/2013
The White House is near naming Stanley Fischer to be the vice-chairman of the Federal Reserve
12/11/2013
A co-founder of bank advisory firm Promontory Financial Group and a former CEO of Soros Fund Management, to its board of directors on Wednesday.
12/10/2013
Crédit Agricole CIB boosts Real Estate, Lodging and Gaming Group in Americas
He most recently was Director/Team Leader-Commercial Real Estate Finance at ING Real Estate Finance.
12/10/2013
UBS AG's Wealth Management Americas unit said Tuesday that it hired a team of two financial advisers from Bank of America Merrill Lynch for one of its Texas offices.
12/10/2013
Blackstone Mortgage Trust, Inc. today announced that Paul D. Quinlan, a Managing Director in the finance division of Blackstone, has been appointed Chief Financial Officer of the Company.
12/10/2013
Bob Schwartz has been appointed CTO of Connecticut-based SS&C Technologies, a fund administration software specialist.
12/10/2013
Jennifer Daniels and Karen Levy, who managed more than $150 million in client assets at Merrill, are now working out of Morgan Stanley Wealth Management's Cincinnati office.
12/09/2013
Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.
12/09/2013
Prior to founding Soundport, which provided asset management services for investors in office assets located in Boston, New York, San Francisco and Los Angeles,
12/09/2013
BNY Mellon Wealth Management plans to expand its sales force by 50%, to 150 workers
12/09/2013
Stifel boosts Private Client Group
He will continue to provide wealth management and investment advisory services to his clients.