12/17/2014
UBS said on Wednesday it would nominate Jes Staley, an executive at New York-based hedge fund BlueMountain Capital Management, to the board of the Swiss bank at its May shareholder meeting.
12/17/2014
Atlantic Trust, the U.S. private wealth management division of CIBC today announced that Josh Miller and Mark Kane have joined the firm's Boston office as managing director and senior wealth strategist, and senior vice president and business developm
12/16/2014
Lincoln Private Investment Office has appointed Chris Rowell, previously of Barclays Wealth, as a partner.
12/16/2014
He moved to Prudential Securities in 2001, which merged with Wachovia and ultimately, Wells Fargo Advisors.
12/16/2014
He wasn’t immediately reachable for a comment. Elisa Barsotti, a spokeswoman for the Toronto-based bank, confirmed the memo’s contents.
12/15/2014
Jack also launched National Planning Holdings®, Inc., Jackson’s affiliated broker-dealer network, and Curian Capital,® LLC, Jackson’s asset management subsidiary, serving as the first president and chief executive officer for both firm
12/14/2014
Cliff Booth joined Janney’s Investment Banking team in 2008, and, in addition to his new responsibilities, he will continue to play an active role in managing the Financial Institutions and Real Estate Groups.