03/08/2012
He was later appointed the Global Head of the Private Client Services group for Credit Suisse First Boston headquartered in New York City and Boston. He subsequently founded Cadigan Capital Management, LLC, managing investment portfolios for high net wort
03/08/2012
Base pay increases in the world’s financial services sector continue to be markedly different depending on region, according to new data issued by Mercer.
03/08/2012
The appointments reflect Cantor's commitment to growing its prime brokerage business through enhanced client coverage, and broader distribution of its full-service equity and fixed income prime brokerage capabilities to hedge funds and money managers
03/07/2012
In addition to these duties, he will serve as a Faculty Advisor for the Silver Bridge Institute, bringing educational content to families and family office professionals, and helping to support the expansion of the Silver Bridge Center for Family
03/07/2012
Mr. Ward has more than 30 years of experience in the investment banking industry, having served in senior positions at leading financial institutions for the past two decades.
03/07/2012
OMAM believes its multi-boutique capabilities, matched with its strong performance in high demand asset classes, position it to take an active role in growing business outside the U.S.
03/07/2012
Bank of America had 282,000 full-time employees at the end of 2011, according to the latest official tally, published in its annual 10-K filing with the Securities and Exchange Commission last month.
03/07/2012
She succeeds Joseph Bonocore, who was appointed in late 2010 and left a year later for personal reasons.
03/06/2012
Senior Investment Consultant Expands Wealth Management Team In Boston
03/06/2012
Ms. Martore-Baker will direct business development and lead the wealth management efforts in New Hampshire. She will be based in the Concord office.
03/06/2012
She will report to Tom Stevens, KeyCorp's chief administrative officer.
03/06/2012
Mr. Ratigan will work alongside Tony Whittemore, according to the memo from global mergers head Henrik Aslaksen. Mr. Ratigan will replace Bruce Evans, who will become chairman of the group.
03/05/2012
Fenlon will lead the wealth operations for M&I in the Kansas City, St. Louis and Indiana markets. He brings 30 years of experience in the investment and wealth management industry.
03/05/2012
Hiscox shuffles management team
Richard Watson, current CEO of Hiscox USA, will be returning to the UK as Deputy Chief Underwriting Officer for the Group at the end of his three year term in the US.
03/05/2012
Advisers Lee Vaughan, John Connelly and James Maddux joined Raymond James in a suburb of Nashville, Tennessee, from Merrill Lynch, where they worked for roughly a decade. The advisers together generated $860,000 in annual production last year.
03/05/2012
Mr. Parsons, 63 years old, told fellow directors on Friday that he doesn't plan to stand for re-election at the annual shareholders meeting set for April 17 in Dallas, the company said.
03/05/2012
The employee-owned broker-dealer now includes about 700 financial advisors, says Matthew Curley (left), national sales director and COO of Baird’s private-wealth management operations.
03/05/2012
JPMorgan Trader Mike Stewart to Start Hedge Fund
Stewart, who took over the unit in February 2011, will start the Whard Stewart hedge fund in the second quarter, and members of the emerging-markets trading team that he previously led are expected to join him, the newspaper reported, citing unidentified
03/02/2012
Wells Fargo Appoints David Julian Chief Auditor
Julian joined the company in 1997 and most recently served as Head of Market & Institutional Risk, where he established the Corporate Market Risk function and provided leadership to the Counterparty and Country Risk Groups as well as the Credit Basel
03/02/2012
Franklin Templeton expands its global capabilities
Casey received a B.S. degree from Washington and Lee University, an M.B.A. from the University of North Carolina, Chapel Hill and a master's of management degree from the University of Dallas.