10/01/2013
Zaffos To Lead Trust & Estate Planning At Convergent
She will serve as the firm’s estate planning expert, supporting ultra-high net worth clients.
People Moves
09/30/2013
Deutsche Asset & Wealth Management Expands its Real Estate Investment Team in the Americas
Deutsche Asset & Wealth Management today announced four hires to its real estate investment business in the Americas.
09/30/2013
Manulife Asset Management Hires Richard Bonzagni as Managing Director on Global Consultant Relations Team
Manulife Asset Management Hires Richard Bonzagni as Managing Director on Global Consultant Relations Team
09/29/2013
Mariner Wealth Advisors Head of Trust Services
Mariner Wealth Advisors, an independent wealth advisory firm with offices nationwide, today announced that Robert J. Swift has joined the firm as its new senior vice president of trust and estate planning
09/29/2013
Wells Fargo Hires $1 Billion Morgan Stanley Broker Team Street Moves
The retail brokerage arm of Wells Fargo & Co. has hired a Morgan Stanley (MS) broker team that managed more than $1 billion in client assets.
09/29/2013
State Street Global Exchange Continues to Build Analytics Team with Addition of Two Industry Veterans
State Street Global Exchange has strengthened its analytics offerings with the addition of two new senior hires, Dr. Jeffrey Bohn and Thomas Hughes.
09/29/2013
Mariner Wealth Advisors Hires A New Head of Trust Services
He joins the firm from Colorado State Bank and Trust where he most recently served as senior vice president and trust manager.
09/26/2013
Leading family-owned wealth management firm epands team
The breadth of her industry experience will be a tremendous asset to Threshold Group and the clients we serve
09/26/2013
JPMorgan Hires Alberici as Equity Derivatives Structuring Head
He reports to Jason Sippel
09/26/2013
Capital Guardian Adds Two MD's to Boston Office
Both Mr. Engdahl and Mr. Camlin were most recently with Moors and Cabot trading equities on behalf of institutions.
09/25/2013
TD Wealth Names Three Executives to Investment Management Team
TD Wealth Private Client Group offers a wide range of investment solutions including professional portfolio management, portfolio guidance and a full range of brokerage services
09/25/2013
BMO Global Asset Management Expands Securities Lending team
BMO Global Asset Management today announced the expansion of its Securities Lending and Short Duration Fixed Income Groups with the addition of Christopher Keenan as Senior Securities Lender/Trader and Katherine DellaMaria as Portfolio Manager.
09/25/2013
BNY Mellon Names Chief Marketing Officer for Investment Management
During his tenure, iShares grew to become the world's largest ETF franchise
09/25/2013
Emerging Pershing Executive Joins Capital Guardian Wealth Management
Capital Guardian announces the addition of Larry Gratch as its new President and Chief Operating Officer. Prior to joining Capital Guardian
09/25/2013
Matrix Reports Resignation of David Balsdon From Board
He has over 20 years of experience in the investment industry and served as a director of the board since May 2012.
09/25/2013
Drew Carrington joins Franklin Templeton's DCIO business
"Plan sponsors are increasingly shifting their focus from traditional defined benefit and defined contribution
09/24/2013
Hedge funds wanted Summers to head Fed
Larry Summers pulled out of the Fed chair race earlier this month due to the likelihood of a contentious confirmation process.
09/22/2013
Bel Air Investment Advisors Expands Fixed Income Team
These additions will bolster Bel Air’s existing capabilities and position the firm to meet the growing fixed income needs from its client base across North America.
09/22/2013
UBS Wealth Management Americas boosts Equity Compensation Business
UBS Wealth Management Americas, a division of UBS AG, announced that Karen Damaso has joined the firm to support new business development initiatives in the equity compensation services division.
09/22/2013
BNY Mellon Wealth Management’s recruiting campaign is in full swing
The wealth manager recently hired two senior directors of business development, the latest in a flurry of hires to boost its sales force by 50% by the end of 2014.