01/27/2013
Moelis Capital Partners Appoints Executive Advisor
He will provide strategic and operating support to MCP’s portfolio companies.
People Moves
01/27/2013
Northern Trust Announces New Americas Hire
He has been global head of client implementations for Investment Operations Outsourcing since joining Northern Trust in 2010.
01/26/2013
Little named to RBC President’s Council
The President’s Council award annually recognizes employees for outstanding performance
01/24/2013
UBS Wealth lands veteran adviser from Merrill Lynch
He was previously based out of Merrill's Merritt Island office and managed $260 million in client assets.
01/24/2013
Bank of America Names Two New Board Members
The appointments are effective immediately, and the number of board seats will expand by two for the time being.
01/24/2013
Top Credit Suisse Banker Joins Parabellum Capital
A Leader in Legal Finance; Firm Secures Substantial Capital Facility
01/24/2013
First National Wealth Management names new Private Banking VP
Catherine manages a portfolio of loans and deposit accounts
01/24/2013
Raymond James Recruits Morgan Stanley Team in Newtown, Pa.
“We are pleased to welcome this team of seasoned advisors to Raymond James,” said Walrond.
01/22/2013
Chairman Leaves Dreyfus
He has worked at Dreyfus Corp. since March 2006.
01/20/2013
UBS sticks to commodities index business as it slims down
UBS commodities team part of equities division
01/20/2013
Veteran Rothschild banker to head Cartier in UK
An automatic message via e-mail confirmed that he had left Rothschild, where he was a managing director since 2001.
01/20/2013
Baird Names Chief Operating Officer
He takes on the new role in addition to his current responsibilities as Director of Investment Banking and co-head of Baird’s Equity Capital Markets business.
01/16/2013
Family Office Exchange appoints new CEO
He has extensive experience working with family offices and wealth advisors. Since 1999, he has operated his own consultancy helping families set up and recruit for their Family Offices.
01/16/2013
Oppenheimer Asset Management Announce New Appointments
Gained three outstanding research strategists who have enjoyed distinguished careers.
01/16/2013
Guggenheim Launches Guggenheim Digital Media; Appoints New Chief Executive Officer
New Company to Expand the Firm’s Media and Entertainment Presence
01/16/2013
Genworth Financial Wealth Management Names New CTO
Brings 25 years of senior technology leadership to the role in which he will be responsible for continuing to build a world-class client experience for financial advisors using the Genworth Wealth Management platform.
01/16/2013
Spartan Group Names MD and Head of Tech Investment Banking
He brings over 20 years of experience in investment banking and private equity and has participated in merger, acquisition, advisory and financing assignments for domestic and international clients.
01/15/2013
Citigroup Emerging Markets Head to Leave the Bank
He’s responsible for “prioritization, resource allocation and portfolio optimization” across the bank’s operations in emerging markets, according to a profile on Citigroup’s website.
01/15/2013
BNP Paribas Hires Credit Salesmen for U.S. Unit
Both report to the firm’s head of fixed-income sales.
01/15/2013
Former Crosswind Investments Exec Joins Brown Advisory as Partner
He joins Brown Advisory from Crosswind Investments, an investment management firm he founded and led until selling it to the Lee Munder Capital Group in 2012.