10/13/2013
Aviva Hires Tejas’s Jones for Bond Trading in Chicago
Aviva Plc Investment arm in the U.S. hired Jeff Jones to trade bonds as the unit seeks to boost business with clients betting on high-yield securities.
People Moves
10/11/2013
Chilton Trust boosts wealth team
Chilton Trust Company, LLC, announced that it has welcomed three senior wealth management professionals to its team
10/09/2013
Wells Fargo Adds Advisors From Merrill, UBS
Wells Fargo has expanded its operations in Utah and North Carolina with two teams with a combined $450 million in assets under management.
10/08/2013
NFP boosts board
He is currently an adjunct professor at the University of Chicago Booth School of Business
10/08/2013
Morningstar research chief to step down
The current head of equity, credit, and structured credit research, will assume Phillips' responsibilities as global head of Research, effective Jan. 1, 2014.
10/08/2013
Fidelity Exec Joins Washington Trust Wealth Management
He will oversee Weston's corporate relationships, assisting companies with developing financial life planning programs for executives.
10/08/2013
Chilton Trust Welcomes Three Senior Wealth Management Professionals
Chilton Trust Company today announced that it has welcomed three senior wealth management professionals to its team
10/08/2013
Top Wealth Manager, Broker Departs Espirito Santo Bank
Lia Yaffar-Pena, the top wealth manager and financial broker at Espirito Santo Bank in Miami, has departed the institution.
10/08/2013
Barclays Names Head of Americas Banking
A spokeswoman for Barclays confirmed the memo’s contents.
10/07/2013
Charles Goldman becomes chairman of Genworth Financial
We are pleased to partner with Directors of this caliber and be able to draw on their vast experience in wealth management and advisory services
10/07/2013
TA Associates Hires New Director of Capital Markets
I am pleased to join its team of investment professionals
10/07/2013
SS&C Technologies Appoints Ex IBM Senior Executive to Board
He retired from his long-standing leadership position as head of IBM Global Services in March this year.
10/07/2013
JPMorgan Chase Names A New Chief Information Officer
He will be joining JPMorgan Chase from BP, the $400 billion global energy company, where he was Chief Information Officer and Group Vice President responsible for global information technology, procurement and global real estate.
10/07/2013
BNY Mellon Wealth Management Hires Managing Director of Sales in Atlanta
BNY Mellon Wealth Management has nabbed a senior vice president from Northern Trust to lead business development efforts in the firm Southeast region.
10/06/2013
NFP hires former chairman and chief executive officer of CNA Insurance
He is currently an adjunct professor at the University of Chicago Booth School of Business, a member of the Financial Crisis Advisory Group
10/03/2013
JPMorgan Chase Hires Philanthropy Chief
JPMorgan Chase has a long history of philanthropy and civic engagement, utilizing its unique strength and expertise, its global reach and access to capital to support clients and communities.
10/02/2013
Jeffrey O’Neill Joins eSecLending as Global Head of Trading
O’Neill Brings 20 Years of Industry Experience
10/02/2013
Merrill Lynch Adviser Joins Morgan Stanley's Graystone Consulting
A high-producing financial adviser for Bank of America Corp.'s Merrill Lynch has joined Graystone Consulting,
10/02/2013
Northern Trust Appoints Drake Jackman Managing Director in Miami
Drake Jackman has been appointed Managing Director of Northern Trust's Miami-based International Wealth Advisory team.
10/02/2013
LPL Financial Adds VisionPoint Advisory Group To Its Platform
The firm will utilize LPL Financial’s broker-dealer and hybrid RIA platforms to support its commission and private client fee-based business.