04/18/2013
U.S. Bank Names Regional Managing Director for UHNW Business in San Francisco
U.S. Bank is expanding the footprint of its ultra high-net-worth wealth management business.
04/18/2013
An independent and private wealth management firm in Minneapolis, MN is excited to announce Michaela Larson as Director of Operations. In her new role Michaela will oversee our core operations functions.
04/18/2013
Houlihan Lokey Announces Changes to Senior Leadership
Newly Formed Office of the Executives Established to Oversee Strategy and Operations
04/17/2013
A veteran of more than 20 years in financial services sales and sales management, he was most recently a Market Director in the Chase Wealth Management group at JP Morgan Chase.
04/17/2013
Financial Services Expert Brings More Than Two Decades of Experience to Firm’s Dallas Office.
04/16/2013
Invictus is experiencing increased demand for its technology and assistance as banks, especially the vast number of community banks, are faced with new Dodd Frank stress tests, as well as eventual implementation of the impending Basel III regulations.
04/15/2013
The executive vice president and 25-year industry veteran will report to a member of State Street's Management Committee and head of global strategy and new ventures.
04/14/2013
In his new role, he will chair the MUS (USA) Management Committee and sit on the Board of MUS (USA).
04/14/2013
He was global head of capital introductions for the last four years at UBS and previously worked at New York-based investment firm Constellar Capital Management.
04/14/2013
She joins Neuberger Berman from The Carlyle Group
04/11/2013
He joined the company in 2008 as head of operations, oversaw technology and data there beginning in January 2011.
04/10/2013
He started at Citadel in 2008 as a credit portfolio manager and had previously worked at New York-based hedge fund King Street Capital Management LP.
04/09/2013
He "has a proven track record of working collaboratively with investment teams to ensure that portfolio solutions are anticipating clients' needs."
04/09/2013
He will be a portfolio manager focused on asset-backed securities and commercial-mortgage bonds.
04/09/2013
He will lead the expansion of the investment strategies the Company brings to market, with a focus on designing and implementing multi-asset products and solutions.
04/09/2013
All seven advisers were legacy A.G. Edwards & Sons advisers who joined Wells Fargo after A.G. Edwards was acquired in 2007 by Wachovi
04/09/2013
BlackRock has announced the appointment of Gerardo Rodriguez Regordosa
04/09/2013
The trio have yet to begin their new jobs as they’re on garden leave, the period workers must wait before joining competitors
04/09/2013
He will work with the firm’s managing partner to expand its presence within the professional sports community and assist those in need of proper financial planning.
04/08/2013
“This is a firm poised to grow quickly from 100M to 250M, on a trajectory towards 1BB that we will help them to achieve.”