09/09/2013
Emerging Global Advisors Announces Key Additions to Executive Team
Nicholas Smithie to join EGA as Chief Investment Strategist; Marc Zeitoun has joined the firm as Chief Product and Marketing Officer
People Moves
09/09/2013
Clearbrook appoints new Managing Director
He is responsible for providing investment advisory services to the firm's institutional and high-net-worth clients.
09/09/2013
Perella Weinberg hires former MS energy banker
He joins a growing team of advisory professionals covering the sector globally.
09/08/2013
Finisterre names former JPMorgan Chase MD as Partner
He has been named a partner at Finisterre Capital, the USD1.6bn long/short emerging market total return specialist.
09/08/2013
Merrill hires advisers from Goldman, Morgan Stanley
Merrill generally requires its private banking clients to have investable assets of at least $5 million.
09/08/2013
KPMG Hires Hedge Fund Veteran as Firm Expands Its Alternative Investments Team in the Southeast
Cross will play a key role in helping develop new relationships with our clients and creating new business opportunities for the firm.
09/08/2013
ClearXChange Names New CEO
As CEO, He will devote 100 percent of his time to leading clearXchange.
09/08/2013
Bank of America Said to Cut 2,100 Jobs in Mortgage Slump
Bank of America Corp., the second-largest U.S. lender, will eliminate about 2,100 jobs and shutter 16 mortgage offices as rising interest rates weaken loan demand
09/07/2013
Steele named CEO at The Bank of Washington
Martin Steele was appointed president and CEO of The Bank of Washington, based in Lynnwood.
09/05/2013
terne Agee develops financial tech investment banking franchise
Sterne Agee has announced it is expanding its financial technology investment bank franchise.
09/04/2013
SignatureFD Adds Four Partners
The team specializes in serving corporate executives, legal professionals and entrepreneurial business owners, and they will continue to focus on these initiatives at SignatureFD.
09/04/2013
Raymond James Hires Morgan Stanley Team in Maine
Advisers Chris Rogers, Steve Guthrie, Dana Ricker and David Mitchell moved to Raymond James in late June from Morgan Stanley
09/04/2013
UBS Wealth Management Americas boosts Equity Compensation Business
UBS Wealth Management Americas, a division of UBS AG, announced that Jonathan Brooks has joined the firm as a Sales Director to support new business development initiatives in the equity compensation services division.
09/03/2013
BNY Mellon Wealth Management Hires Business Development MD
Prior to U.S. Trust, Quattrucci had been with BNY Mellon for 17 years in a number of portfolio management leadership roles.
09/03/2013
Wells' Abbot Downing hires Citi director in New York
A 27-year veteran in financial services who most recently served as director of portfolio solutions at Citi Private Bank, has joined the New York office of Abbot Downing as managing director and senior portfolio manager.
09/03/2013
NFP Names two new senior appointments
NFP, a leading provider of benefits, insurance and wealth management services announced that Brett Schneider, most recently Senior Vice President and Controller, has been appointed Executive Vice President, Chief Financial Officer.
09/03/2013
RBC Names Golub as Chief U.S. Market Strategist Among UBS Hires
Royal Bank of Canada (RY) hired Jonathan Golub from UBS AG (UBSN) as chief U.S. market strategist for its investment-banking unit, filling a role left vacant since Myles Zyblock’s April departure.
09/03/2013
Lyxor appoints a new global head of hedge fund research
The appointment continues Lyxor’s growth in the North American market.
09/03/2013
SEI Adds Managing Director Of Defined Contribution Business
In his new role he be responsible for the efficacy of SEI's investment solutions in meeting DC clients' goals, and implementing strategies for innovation and new business development.
09/03/2013
Sterne Agee Expands Financial Technology Investment Banking Franchise
Sterne Agee, One Of The Oldest and Largest Privately-Owned Investment Banking and Brokerage Firms In the Country,