01/21/2014
Independent investment adviser promotes six team members
In the wealth management and tax practice areas, Eric Ensign and Evan Judge have both been promoted from senior client associate to client advisor.
01/21/2014
ary is an experienced portfolio manager with deep expertise in derivatives
01/21/2014
He will serve as CEO of the organization and also retain his duties as the president of The Tampa Bay Trust Company.
01/20/2014
“Boris is an excellent addition to our transaction team,” stated W.B. Kirchner, Founder and CEO of the Kirchner Group. “He is the ideal fit for us.
01/20/2014
IBERIABANK, the 126-year-old subsidiary of IBERIABANK Corporation, is pleased to announce the naming of David Shutley, as Executive Vice President of IBERIA Corporate Services and Capital Markets Manager for the Company.
01/20/2014
J.P. Morgan Asset Management’s Nadia Grant is to join Threadneedle as part of its US equities team, headed by Cormac Weldon.
01/17/2014
Baker & McKenzie's boosts North America Tax Practice
He has joined Baker & McKenzie's North America Tax Practice as a partner, adding to the Firm's broad experience advising partnerships real estate investment trusts and other real estate investors, real estate developers, corporati
01/16/2014
Atlantic Trust Expands Investment Team
This addition marks the 37th new hire since January 2013, as Atlantic Trust continues to attract top talent to the firm.
01/16/2014
Brown Advisory, an independent investment management firm with approximately $46 billion in client assets, today announced the appointment of Edward X. "Trey" Tune as Portfolio Manager and Partner in North Carolina.
01/15/2014
Latest senior wealth advisor will provide client-focused planning services and will serve on Mariner's Investment Committee
01/15/2014
She is both incredibly talented and has deep experience in building trusted relationships with clients.
01/15/2014
Marianne Brown steps down as CEO to pursue new opportunities
01/15/2014
Canaccord Genuity appoints Wealth Management head in Canada
Under his leadership, we will maintain our focus on enhancing the operational efficiency of the business, reinvigorate our recruitment efforts and continue to provide our clients with exceptional service levels.
01/15/2014
Alternative asset management firm GrizzlyRock Capital has appointed Chris Ricciardi as managing partner and head of business development and Doug Laux as chief financial officer.
01/14/2014
Northern Trust Adds Private Equity Expertise to Alternatives Group
These appointments help to strengthen and diversify our capabilities in private equity
01/14/2014
We are delighted to welcome yet another accomplished team of advisors to Raymond James,” said Perry
01/14/2014
"Steve's experience in Wealth Management as well as his expertise in capital markets will make him particularly effective in translating the USCA platform to sophisticated financial advisors," added Mendenhall.
01/14/2014
All four are based in PAAMCO’s Irvine, California office. These promotions highlight the firm’s focus on developing its employee-ownership and ongoing succession plan.
01/14/2014
SAC Capital Advisors LP money manager Vishal Ghiya resigned from his role, telling management last week that he plans to start his own hedge-fund firm
01/14/2014
Windham Capital Management, a leading research-driven asset management firm, today announced the appointment of Trevor Dean as Director of Sales.