05/13/2013
IBERIABANK Corporation, parent company of the 126-year-old subsidiary IBERIABANK (www.iberiabank.com), is pleased to announce the naming of H. Spurgeon Mackie, Jr. as Executive Vice President and Chief Credit Officer.
05/12/2013
UBS hires Merrill private wealth team in Florida
It has hired two veteran private wealth advisers and their team from Bank of America
05/12/2013
He will be responsible for coordinating and expanding our growth in employer-sponsored retirement plans and working with a select group of high net worth clients.
05/12/2013
Janus did not give reasons for the departures
05/12/2013
Has added four investment professionals to its wealth management group
05/11/2013
Jessica Pickens is the new head of relationship management
05/10/2013
He first joined Morgan Stanley in 1990 as an analyst in the firm’s real-estate banking group
05/09/2013
He will be responsible for product development and operational strategy for the global custodian’s securities lending solution in North America.
05/09/2013
The former co-head of debt trading for North America at UBS AG (UBSN) is running a long-short credit strategy with William Gaberlavage
05/09/2013
move will be closely watched in part to see if the operations specialist follows
05/09/2013
Losing one of its top stock fund managers
05/09/2013
The Royal Bank of Scotland says it has named Bruce Van Saun chief executive of Citizens Bank, its U.S. business, ahead of its expected partial stock market flotation.
05/07/2013
To demonstrates our ongoing commitment to developing senior talent and encouraging mobility across the firm
05/06/2013
Multi-Family Office boosts team
Whittier Trust, one of California's oldest investment and wealth management firms, is pleased to announce the appointment of two new professional staff members
05/06/2013
Trey Hancock, who has worked in the advising industry for more than two decades, moved to Stifel to be a senior vice president
05/06/2013
Robbie DeRooy has moved to rival brokerage Morgan Stanley Wealth Management
05/05/2013
He managed the endowment funds at the Institute for Advanced Study as chief investment officer
05/04/2013
He was named regional managing director for wealth markets in the Pacific Northwest
05/03/2013
UBS AG (UBSN), Switzerland’s biggest bank, named Jim Voorheis as head of Americas specialty finance, succeeding Halle Benett, who resigned in March.
05/02/2013
His “extensive experience in the energy sector, especially with Master Limited Partnerships, will be a tremendous benefit for our clients when accessing the equity capital markets.”