12/24/2013
Traurig’s Lawrence H. Heller Elected As U.S. Council Representative of STEP
Heller, whose practice is focused on domestic and international Tax, Trusts & Estates and Wealth Management, will serve on the Council for a three-year term commencing in 2014.
12/23/2013
The firm has a 10-person institutional sales team in the U.S. and is looking to add three more
12/19/2013
Sadasivan joined Napier Park in 2011 after an India-focused hedge fund he was to manager at Brevan Howard Asset Management failed to materialize. A co-founder of KDA Capital, he worked at The Children's Investment Fund before joining Brevan.
12/18/2013
Forst will take over from interim CEO Carlo Barel di Sant'Albano next month. Since leaving Goldman in 2011, he has served as an adviser to private-equity firm Fenway Partners.
12/18/2013
Opalesque Industry Update - SSARIS Advisors, LLC, an affiliate of State Street Global Advisors - the investment management division of State Street Corporation, has appointed Paul Lucek as CEO, effective January 1, 2014.
12/18/2013
In this newly created role, Johnson will join AllianceBernstein's growing alternatives team and collaborate with senior investment and distribution executives to drive the growth of the firm's alternatives business.
12/17/2013
RGA's Board of Directors had nine members at the time of the company's most-recent annual meeting on May 15, 2013.
12/17/2013
Threshold Group,is pleased to announce that Lisa Chin will join Threshold's Board of Directors. Chin, currently founding Executive Director of Year Up Puget Sound, is an experienced leader for nonprofit organizations and business groups.
12/17/2013
BNY Mellon is building out its wealth management team in Chicago, Seattle and Palm Beach Gardens, Fla.
12/17/2013
Fisher Vet Wells Joins Convergent Wealth Advisors
Wells will help broaden Independence’s presence outside of the firm’s traditional Washington, D.C., New York, and Los Angeles markets.
12/17/2013
David is the author of "Market Neutral: Engineering Return and Risk," which was published in 1998 by the C.F.A. Institute and has been part of the C.F.A. syllabus ever since. He earned a law degree from the University of Aberdeen in 1979.
12/16/2013
John Quello and his son, Nathan, joined the bank’s Loft Advisors team.
12/13/2013
"As market president, Anthony's experience and leadership will guide him and his team in serving our clients throughout Puget Sound and the state.
12/12/2013
RBC Wealth hires adviser team from Morgan Stanley
Weigel told Reuters that all of his former clients have agreed to move to RBC with him and Dimino.
12/12/2013
Brevan Howard Asset Management has added a top bank currency executive just months after parting ways with its top foreign exchange manager and closing his hedge fund.
12/12/2013
It’s official: The Presidio Group, the $3.5 billion San Francisco-based wealth management firm, has named Karl Schade CEO.
12/11/2013
Jefferies Wealth Head resigns to Join Hedge Fund
Markman Peters, who joined Jefferies & Co in 2009 to run and expand its wealth management business, is leaving to join a distressed debt hedge fund
12/11/2013
He joins as the group's actuarial investment strategist
12/11/2013
The bank has scrapped monthly commissions it had paid as part of efforts to retain a DLJ junk-bond team led by an associate of Michael Milken, who created the market in the 1980s, the people said.
12/11/2013
The White House is near naming Stanley Fischer to be the vice-chairman of the Federal Reserve