04/23/2013
Encore Wealth Management expands real estate investment division
He will oversee the placement of equity across all of Encore's real estate divisions in both the domestic and foreign markets.
People Moves
04/23/2013
Invesco private wealth management division appoints senior strategist
The private wealth management division of Invesco Ltd. today announced that Catherine L. Schnaubelt has joined the firm's Houston office as a senior vice president and senior wealth strategist.
04/23/2013
Colliers’ Indianapolis office adds multi-family advisory services
Michael Drew has returned to Colliers International’s Indianapolis office
04/22/2013
Michael Lee Joins Abbot Downing as Part of Chicago Office Expansion
Clients across the country have responded very favorably to Abbot Downing and we're excited to be expanding in Chicago
04/21/2013
RMB Capital Expands Wealth Management Team in Denver
Independent Investment Advisory Firm, RMB Capital, Appoints New Senior Wealth Manager
04/21/2013
State Street Names Jeff Conway to Lead Data and Analytics Solutions for Clients
Integration of Existing Capabilities Provides Clients with Easier Access to Solutions
04/20/2013
San Antonio Capital & Trust appoints new CEO to lead wealth-management firm
San Antonio Capital & Trust Co. has named Audie Apple as the company’s new president and CEO.
04/19/2013
Bank of New York Mellon boosts wealth management team
He was previously with Allegheny Valley Bank, as a senior director based in Pittsburgh.
04/19/2013
RBC Chief Institutional Strategist Myles Zyblock Leaves Firm
His projection was within $1 of what companies
04/18/2013
U.S. Bank Names Regional Managing Director for UHNW Business in San Francisco
U.S. Bank is expanding the footprint of its ultra high-net-worth wealth management business.
04/18/2013
Larson Promoted at White Oaks Wealth Advisors to Director of Operations
An independent and private wealth management firm in Minneapolis, MN is excited to announce Michaela Larson as Director of Operations. In her new role Michaela will oversee our core operations functions.
04/18/2013
Houlihan Lokey Announces Changes to Senior Leadership
Newly Formed Office of the Executives Established to Oversee Strategy and Operations
04/17/2013
Janus names new sales director for New York City
A veteran of more than 20 years in financial services sales and sales management, he was most recently a Market Director in the Chase Wealth Management group at JP Morgan Chase.
04/17/2013
Rothstein Kass appoints Director of Family Office Services
Financial Services Expert Brings More Than Two Decades of Experience to Firm’s Dallas Office.
04/16/2013
Former ABA president joins Invictus
Invictus is experiencing increased demand for its technology and assistance as banks, especially the vast number of community banks, are faced with new Dodd Frank stress tests, as well as eventual implementation of the impending Basel III regulations.
04/15/2013
State Street names exec to lead new data and analytics unit
The executive vice president and 25-year industry veteran will report to a member of State Street's Management Committee and head of global strategy and new ventures.
04/14/2013
Former Rabobank Exec Appointed CEO of Mitsubishi UFJ Securities (USA), Inc.
In his new role, he will chair the MUS (USA) Management Committee and sit on the Board of MUS (USA).
04/14/2013
BofA Hires UBS’s Exec as Global Head of Capital Introductions
He was global head of capital introductions for the last four years at UBS and previously worked at New York-based investment firm Constellar Capital Management.
04/14/2013
Neuberger Berman appoints Head Private Debt Team
She joins Neuberger Berman from The Carlyle Group
04/11/2013
Morgan Stanley Shuffles Technology Leadership
He joined the company in 2008 as head of operations, oversaw technology and data there beginning in January 2011.