03/20/2012
Jeff, who joins Loomis from Palisade Capital Management, replaces Dan Thelen, who resigned his position at the end of 2011 after an extended leave of absence. At that time, the company initiated a nation-wide search for a new team member.
03/19/2012
Located at 3 Pickwick Plaza, the office weathered the recession after arriving in Greenwich five years ago, and expects to add 6 to 10 relationship managers to its current number of 14 in the next 12 months.
03/19/2012
Stephen Peak Named Lead Portfolio Manager of Henderson International Opportunities Fund
03/19/2012
Janney Montgomery Scott has landed two veteran broker teams from Morgan Stanley Smith Barney that together managed more than $380 million in client assets, bolstering the firm's adviser presence in the South.
03/16/2012
Bringing extensive investment management and private banking experience to Wintrust, Kiley will be charged with developing new business opportunities from the Chicago Loop office of Wintrust Wealth Services. Prior to joining Wintrust, he was President of
03/16/2012
He also served as a Senior Vice President and Partner in Cantor Fitzgerald's Investments Strategies group and a Director in the Institutional Credit Sales group at BNP Paribas.
03/15/2012
His responsibilities have been taken over by Jim McNamara, head of third party distribution, and Craig Russell, head of the institutional business at Goldman Sachs Asset Management
03/15/2012
He joins Zacks Investment Management with more than 25 years experience building wealth for his clients.
03/15/2012
He will manage the overarching strategy of Fifth Third's Investment Management Group throughout the country.
03/15/2012
He reports to Chris Innes, Head of Institutional Equity Sales and Trading, Americas.
03/14/2012
Washington Wealth Management LLC, a start-up firm that has grown by hiring away advisers from top U.S. brokerages, has added its latest recruit from Morgan Stanley Smith Barney.
03/14/2012
He is without a doubt the epitome of the first class advisor who has his clients first in his thoughts,” said Washington Wealth’s San Diego Branch Manager Mike Ferrante. “These are the types of planners that we are looking to hire.&rdquo
03/14/2012
He replaces Jeff Bosland, who has moved on to lead sales and marketing for fixed income and equities in the Americas, according to Justin Perras, a spokesman for JPMorgan. Perras confirmed the memo.
03/13/2012
They will work out of the firm's Philadelphia office and will cover a variety of mid-market and regional institutions in the area. They report to Richard Grobman, Oppenheimer Managing Director.
03/13/2012
SNW, the largest independent financial services firm based in the Northwest, serves the complex financial needs of leading private and public entities
03/13/2012
In addition to the University of Richmond, Spider has garnered another 22 “partners” with combined assets of more than $1.1 billion, Mr. Pulavarti noted.
03/13/2012
He will be based in New York, reporting to Mark Hantho, Global Co-Head of Equity Capital Markets.
03/13/2012
Shafir will focus on his other role, overseeing technology, media and telecommunications investment-banking, according to the memo.
03/12/2012
He has 15 years of industry experience, will manage the future Baird branch, which will be its first in the state.
03/12/2012
The position is a new one at the firm, which has focused until now on domestic small-cap and midcap equities.