03/26/2013
Harris myCFO names head of National sales
Michael brings an extensive knowledge of the complex issues that confront the wealthiest families in our country
People Moves
03/25/2013
Wealth management firm hires Cook Ponzi scheme whistleblower
He was most recently a portfolio manager at New York-based G2 Trading
03/25/2013
UBS loses top U.S. tech banker
He was based in San Francisco, and at one point led a team of around 40 professionals.
03/25/2013
Donald joins Bank of America's board
He is one of six new directors appointed to the 18-member board this year.
03/25/2013
Sberbank puts ex-RBS banker in charge of FICC sales
Sberbank has hired Peter Urbanczyk
03/24/2013
BlackRock hires Credit Suisse executive to bolster hedge fund unit
BlackRock, the world's largest money manager, hired Andy Stewart, head of one of Credit Suisse's hedge fund units
03/24/2013
Northern Trust Selects Leader To Wealth Management for Mid-Atlantic States
Also selected to oversee regional non-profit advisory business
03/24/2013
HighTower Continues New York Expansion
This is the 10th new advisor team to join Hightower in the past year and the 37th team to enter into the HighTower partnership since inception.
03/21/2013
Brean Capital Adds to Fixed Income Platform
Hires Managing Director for Financial Strategies Group and Vice President for Fixed Income Trader
03/20/2013
Merrill Strategist Bartels Named CIO for Wealth Portfolios
Bank of America Merrill Lynch named Mary Ann Bartels on Wednesday as chief investment officer
03/20/2013
Sitex Group Expands Asset Management Team
Jason DeFilippis joined Sitex Group as vice president of Asset Management
03/20/2013
Two senior members of BofA Merrill Lynch Houston commodity team depart
Will Harris, a managing director in the bank's commodity division, who headed up corporate sales in the Americas, left the bank this week
03/20/2013
Tailwind Capital Co-Founder Leaves Firm
After nearly ten years with Tailwind, Doug Karp left the firm several months ago
03/20/2013
Conifer Expands Business Development Team to Meet Market Demand
They will report to Howard Eisen, Conifer's Managing Director and Head of Sales
03/20/2013
Vistra opens new office in San Francisco
Vistra has opened its new office in San Francisco today as part of a strategic plan to expand services to clients based in the North American western region.
03/19/2013
UBS Snaps Up 2 Morgan Stanley Teams In Florida
The moves follow Morgan Stanley’s hiring of several UBS advisors that were disclosed earlier this month.
03/19/2013
Branch manager promoted to Chemical Bank Wealth Management
Role will include reviewing client retirement plans and servicing IRA accounts.
03/19/2013
Atlantic Trust Expands Chicago Business Development Team
Chicago is the firm's third-largest office, home to a total of 21 relationship and portfolio management, client service and business development professionals.
03/19/2013
State Street's InfraHedge Gets North American President
Most recently, he was at Lyxor Asset Management.
03/19/2013
Silver Lane Appoints New Managing Director
Before joining Silver Lane, he was a Vice President in Corporate Development and M&A at New York Life Insurance Company