03/12/2013
BMO Private Bank Adds Local Advisory Board Members in Seattle
"These three are highly respected throughout the industry and active in the Seattle community."
People Moves
03/12/2013
Stifel lands Morgan Stanley adviser in California
He is among the latest big recruits for Stifel, which said last week it added three advisers from Morgan Stanley Wealth Management and Robert W. Baird & Co in Clearwater, Florida to open a new office for the firm.
03/12/2013
Highland Capital Names New Director of Business Development, Client Services
"These hires illustrate our continued commitment to strengthen and enhance our business development and client service capabilities,"
03/12/2013
First Republic Bank boosts board with philanthropic veteran
Since 2002, Levy has been the President of Lincoln Center for the Performing Arts
03/11/2013
Morgan Stanley Hires CNBC’s Exec for Wealth-Management Role
He previously helped manage an investment portfolio of more than $12 billion at Neuberger Berman Group LLC, where he worked from 1999 to 2008.
03/11/2013
Concept Capital Markets appoints MD for Prime Brokerage Services group
Mr. Fisher brings to Concept more than thirty years of experience in the investment business
03/11/2013
Altius appoints William head of US investments
He joins Altius from his current position as Senior Lecturer in Finance at the University of Texas at Austin
03/11/2013
Credit Suisse’s Credit Products Co-Head to Leave
The contents of both memos were confirmed by Jack Grone, a spokesman for the firm in New York. They were signed by Gael de Boissard, co-head of the Zurich-based company’s investment bank.
03/10/2013
RBC Said in Talks to Hire Oplinger to Run U.S. Junk Bond Sales
Oplinger would start in April running U.S. high-yield sales and trading
03/10/2013
Signature Bank Takes Private Client Team From Citibank
We look forward to bringing our banking experience and established relationships to Signature Bank
03/08/2013
Barclays' Americas wealth management head steps down
He has stepped down to "pursue interests outside the firm."
03/08/2013
BMO Private Bank boosts Greater Milwaukee team
Peter has a well known reputation for providing sound financial advice and guidance
03/07/2013
Guggenheim Partners Expands Real Estate And Infrastructure Investment Platform
The infrastructure investment team will invest across the capital structure.
03/07/2013
J.P Morgan Chase laying off 550 Florence employees
The employees will be employed for 90 days after March 7, 2013.
03/07/2013
Titanium Asset Mgmt appoints 2 non-exec directors
Titanium Asset Management has appointed Lloyd Dickinson and Patricia Jamieson as non-executive directors
03/07/2013
Perella Weinberg expanding asset management business
The new strategy will be led by David Ferguson and Chip Baird
03/07/2013
Bank of America expands venture group with Goldman hire
He will report to Chet Bozdog, global head of technology investment banking
03/06/2013
Pershing reorganizes top management
He replaced James Seuffert, a cofounder of Lockwood, who retired last year.
03/06/2013
Miller/Russell & Associates Continues Expansion
Miller/Russell & Associates has recently added seven team members.
03/06/2013
J.P. Morgan names CEO of OECD infrastructure strategies
He had been managing director and co-head of public finance banking at J.P. Morgan's investment bank.