04/15/2014
GCG Financial appoints MD of wealth management
This speaks directly to my professional background and skill set
People Moves
04/15/2014
GenSpring Family Offices boosts Southern Region
GenSpring Family Offices, a wealth management firm for ultra- high net worth families, has announced the addition of two Managing Directors of Client Development in the firm's South Region.
04/15/2014
Deutsche Asset & Wealth Management appoints Head of Exchange Traded Product Strategy
He will report to Fiona Bassett, Head of the Passive business in the Americas and Mick McLaughlin, Head of Passive Distribution in the Americas.
04/15/2014
Hedge fund Balestra to lose two of three key execs
Balestra's recent struggles underscore a difficult environment for so-called "macro" hedge funds
04/14/2014
PNC Wealth Management boosts team
He will be responsible for working with PNC high net worth clients and helping them achieve short and long term financial goals with emphasis on strategic investment management.
04/14/2014
Advent Capital Names new COO
He will also serve as a member of the Management Committee and report to Tracy Maitland, Advent's President and Chief Investment Officer.
04/14/2014
Willis Strengthens Capital Markets Unit to Capitalize on Sector Growth
Willis Capital Markets & Advisory Announces Two Officer Hires
04/14/2014
CastleOak Securities Appoints John Matsikoudis as Head of Municipal Underwriting Team
Mr. Matsikoudis recently served as senior underwriter at Loop Capital Markets
04/14/2014
Analytic Investors Names Ron Auer Director in Business Development
Ron will further strengthen our team and our position in the defined benefit space
04/14/2014
Civitas Capital Group Adds New China Investor Relations Executive
Company strengthens Alternative Investment, EB-5 fund and wealth management service offerings in Chinese market
04/11/2014
Phoenix Investment Adviser Adds Key Personnel
The firm's newer strategy, a long/short credit fund, surpassed a 3-year track record in 2014
04/11/2014
Gregg Gilbert to Join Deutsche Bank as Pharmaceutical Sector Analyst
Gilbert had been covering the specialty pharmaceutical sector for the past decade
04/11/2014
AIMA appoints three council directors
The Alternative Investment Management Association (AIMA), the global hedge fund industry association, has appointed three new directors to its global council, its governing body.
04/10/2014
Advent Capital Hires Chief Operating Officer
A prominent figure within the asset management and hedge fund arena, Mr. Haber has more than 20 years of experience in the investment business.
04/10/2014
NexBank Names Kenneth Hanks, Matt Siekielski and Joshua Bock as Executive VPs
As a leading regional bank, the group provides commercial banking, mortgage banking, investment banking and corporate advisory
04/10/2014
Washington Wealth Management Adds Two Experienced Former Wirehouse Advisors
Advisors Morrie Symson and David Mizrahi Bring Approximately $150 Million in Assets Under Management
04/10/2014
GenSpring adds two new MDs in southern US
These key additions follow the expansion of the firm’s Western region
04/10/2014
Phoenix Investment Adviser Adds Key Personnel, Surpasses $1 Billion in Assets Under Management
The firm's newer strategy, a long/short credit fund, surpassed a 3-year track record in 2014, and assets for the fund have been increasing substantially over the past six months.
04/10/2014
Saffery Champness appoints two partners
Two new partners have been appointed at Saffery Champness
04/09/2014
Morgan Stanley Wealth Management shuffles field leadership
Brokerage is consolidating three divisions into two and reducing its 12 regions to eight