10/22/2013
She will be responsible for implementing the organization's global wealth management programs and sophisticated investment alternative strategies to high net worth individuals, foundations, corporations and not-for-profit organizations.
10/22/2013
Wells Fargo & Co, the largest U.S. mortgage lender, elected James H. Quigley to the company’s board, bringing the number of members to 15.
10/22/2013
He will work closely with Evercore's industry, product and geographic teams, and with the more than fifty bankers currently working in Mexico and Brazil.
10/21/2013
He also held senior roles in portfolio management, sales, trading and risk management at other leading financial firms.
10/20/2013
Wilmington Trust continues to grow its Wealth Advisory business in the Florida market and now has offices in Palm Beach, North Palm Beach, Stuart, and Vero Beach.
10/18/2013
Lia Forcina, who managed more than $700 million at SAC Capital Advisors LP, has left the hedge-fund firm for BlueCrest Capital Management LLP
10/16/2013
Abbot Downing, with $35 billion in client assets and a 40-year history serving ultra-high-net-worth clients, is part of Wells Fargo's Wealth, Brokerage and Retirement group
10/15/2013
He brings more than 20 years of financial industry experience to support Upwelling’s core offerings of legacy portfolio solutions, asset management, and strategy consulting services for institutional alternative investors
10/15/2013
Michael Bodson, President and Chief Executive Officer of The Depository Trust & Clearing Corporation, is joining Omgeo’s Board of Managers as Chairman.