07/02/2012
Mr. Molnar and Mr. Nordlicht join the HighTower partnership as Managing Directors and Partners, and collectively manage more than $330 million for corporate executives, entrepreneurs, venture capital firms and high-net-worth families.
07/02/2012
Lincoln’s portfolio included more than $60 billion in corporate bonds as of March 31, according to a company regulatory filing.
07/02/2012
EVIC provides investment counsel services and custom wealth management solutions to high-net-worth individuals and families, trusts, charitable organizations and institutions.
07/02/2012
Merrill's bet is that grooming its own brokers will deliver more bang for the buck and ultimately produce advisers who can eventually match and beat its rival's experienced advisers.
07/02/2012
A Citi spokesman confirmed the appointment.
07/02/2012
Based in New York, LionTree will have two units – an advisory business and an investing business
07/01/2012
Mr. Wightman will join current portfolio managers Michael Lee; Tony Norris; Alex Perrin; and Peter Wilson of First International Advisors and Michael Bray, CFA; Christopher Kauffman, CFA; Niklas Nordenfelt, CFA; Janet Rilling, CFA, CPA; and Phil Susser of
07/01/2012
Ms. Fleischhacker will lead the structuring and marketing for CLOs, other structured products, and mezzanine debt. She will also head new product development and play an instrumental role in strategic development and growth initiatives.
07/01/2012
He was named co-portfolio manager of a credit fund in the Citi Capital Advisors unit, or CCA, according to Danielle Romero-Apsilos, a spokeswoman for the New York-based lender.
06/28/2012
It was unclear whether similar cuts occurred globally, but they affected employees at all levels, two of the sources said.
06/28/2012
Based in New York, she will report to Christian Deseglise, head of sales, Americas, HSBC Global Asset Management.
06/28/2012
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
06/28/2012
He joins Brown Advisory from Silver Bridge Advisors where she was a Managing Director and Principal and served on the Management Committee and as Dean of Faculty of the Silver Bridge Institute
06/27/2012
Neal Reiner Joins Firm as Executive Vice President, Product Manager for Credit Alternative Strategies Jennifer Strickland and Molly Hall Join as Executive Vice Presidents and Senior Alternatives Specialists PIMCO has hired three senior investment profess
06/27/2012
23% Increase in U.S. Retail Sales Team
06/27/2012
Previously, Ms. Walker spent several years as a Managing Partner and Co-Head of the Global Hedge Fund Practice at a global executive recruiting firm, conducting senior level searches for hedge fund, fund of funds and alternatives clients.
06/26/2012
Morgan Stanley Bank AG said Monday that Dirk Notheis notified the supervisory board of his decision.
06/26/2012
US wealth boutique appoints new chief investment officer
From 2001 to 2006, he served as chief information officer and head of Vanguard's Information Technology Division.
06/26/2012
She has many years' experience in strategic planning, creative development, event marketing, and promotional functions for various industries.
06/26/2012
Robert W. Baird & Co said on Tuesday it added five veteran advisers to the firm's private wealth management group, expanding its footprint in California, Oregon and Texas.