Managers of Wealth Americas

TIAA-CREF Appoints Managing Director

She assumes her new role Aug. 4

American Realty Capital Global Trust Names Patrick Goulding as Chief Financial Officer

He joins ARC Global from Morgan Stanley, where he most recently served as a managing director and global head of portfolio management for Morgan Stanley's opportunistic real estate platform.

Viking Global reshuffles top ranks

The firm also told investors that it gained 6.6 percent in the first half of the year, after wiping away losses suffered when technology-oriented stocks tumbled in March.

Financial planning pioneer named Chairman of U.C. Berkeley Financial Planning Program Advisory Board

The firm reported that the U.C. Berkeley Extension's program in Personal Financial Planning provides an academic path to the financial planning profession.

Evercore Wealth Management boosts team

We are pleased to welcome Helena to our growing national practice

Blackstone Nabs Goldman’s Pillemer

He eventually rose to become managing director in Goldman’s financial institutions group.

Jefferies Hires Red Alder’s Laub to Head Prime Brokerage

Laub was formerly chief financial officer of Red Alder, a New York-based long-short equity hedge-fund manager

Flynn Family Office expands team

Both were formerly with Rothstein Kass Family Office Group

Another Morgan Stanley Alum Joins Taubman Advisory Firm

Ji-Yeun Lee Is Latest to Join Paul J. Taubman's Fledgling Firm

Chris Spofford Joins Broadhaven As Partner

Mr. Spofford spent the last seventeen years with Golden Sachs, most recently as a Managing Director leading the Asset Mangement Investment Banking practice.

NBT promotes Voss to senior vice president

NBT Bank recently promoted Brian Voss, director of business development, to senior vice president at NBT Financial Group.

Societe Generale Hiring Spree for U.S. Mortgage-Bond Team

As banks scale back in their fixed-income businesses, Societe Generale SA (GLE) is hiring for a new group that trades U.S. government-backed mortgage bonds.

UBS Global AM boosts US Financial Institutions Group

Previously, he was a Director at DWS Investments/Deutsche Asset Management, where he was responsible for new business development and client service. He has more than 22 years of investment experience.

Lloyds Treasurer Headed to BofA for Finance Role

The Charlotte, N.C. bank's global banking unit, which includes the investment bank, and the markets unit, which includes sales and trading, are both overseen by Tom Montag. Mr. Magasiner will report to the chief financial officer of the bank, Bruce T

Hedge fund Sancus Capital hires business development exec

Sancus Capital, a hedge fund that specialises in diversified credit products, has hired Shelly Baldwin as business development and investor relations manager.

Triad Advisors Adds Team with $260 Million in Client Assets

Triad's experience supporting advisors who do business with complex illiquid alternative investments is a valuable addition to our business

Bank of America names new Houston market president

Ogle started her career as a financial advisor in 1995, and has held a variety of management positions

Enforcement Division’s Chief Operating Officer to Leave SEC

Mr. Storch has served in the position since its creation in 2009

Columbia Management Hires Investment Veteran as Deputy Head of Global Investment Solutions

Columbia Management announced today that veteran investment professional William Landes, Ph.D. has joined the firm in a new position as Deputy Head of Global Investment Solutions.

Miles Capital Names New CEO

Miles Capital, a $4.2 billion independent institutional asset manager, today announced it has named Greg Boal Chief Executive Officer.

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