09/02/2013
Richard Bernstein Advisors names new Regional Investment Specialist
Mike was formerly a Vice President with Bank of America Merrill Lynch serving as a Wealth Management Specialist for the South Atlantic Region, a role he assumed in 2005.
People Moves
09/02/2013
Wells Fargo hires advisers from UBS, Morgan Stanley
Wells Fargo & Co's U.S. brokerage has expanded its private client group with veteran advisers from rival firms Morgan Stanley Wealth Management and UBS Wealth Management Americas.
09/02/2013
Blackstone Advisory Partners boosts Global Industrials practice
Blackstone Advisory Partners, a division of Blackstone today announced that Karl Knapp has joined as a Senior Managing Director based in New York to head up the Group’s Global Industrials practice.
08/28/2013
Standard Chartered Appoints Chief Risk Officer for the Americas
Parks was previously Standard Chartered’s senior regional credit officer for Wholesale Banking in the Eastern Hemisphere, based in Hong Kong.
08/28/2013
U.S. Bank Buoys HNW Business in Chicago
He has more than 16 years of experience serving institutional, family office and high-net-worth clients throughout the Midwest and Boston.
08/27/2013
Deutsche Bank, Standard Chartered, Royal Bank of Scotland, Barclays
The following financial services industry appointments were announced on Wednesday.
08/27/2013
Investcorp hired a new Head of Credit and Equity Strategies.
Before joining Investcorp, Ms. Ranguelova served as Global Head of Credit and Event Driven Strategy Research at Pioneer Investments
08/27/2013
Deutsche Bank appointed new Head US Credit Strategist
As part of his new role, Melentyev will collaborate closely with the High Yield sector research team, the Investment Grade sector desk analysts and the Quantitative Credit strategy group.
08/26/2013
Stifel hires advisers from Baird, Janney
They joined Stifel's private client group and are based in the firm's Conshohocken, Pennsylvania, office.
08/26/2013
Morgan Stanley hires big adviser teams from rivals
The four-adviser team managed a combined $1.5 billion in client assets and had annual revenue production of $6.1 million at their previous firms
08/25/2013
GoldenTree Hires Barclays’ Marshall for Business Development
There have been $61 billion of collateralized loan obligations raised globally this year
08/25/2013
Mitsubishi UFJ Financial Group Inc. : Union Bank Appoints A New Senior Executive Vice President and General Counsel
He will join the company as Senior Executive Vice President and General Counsel for the bank and its holding company, UnionBanCal Corporation.
08/22/2013
BBVA Compass combines Wealth & Retail Banking group
He will lead the new combined Wealth & Retail Banking group.
08/20/2013
Cantor Fitzgerald expands Fixed Income Sales and Trading Team
Cantor Fitzgerald announced the appointment of Stephen Elliott and James M. Freeman as Managing Directors to of the fixed income sales and trading team.
08/20/2013
The Carlyle Group appoints MD
The Carlyle Group named Matthew J. O’Connor a Managing Director on the power investing team.
08/20/2013
Wells Fargo to cut 2,300 Mortgage Jobs as Refinancing Slows
Wells Fargo & Co , the largest mortgage lender in the United States, will cut 2,300 jobs in its home loan business because fewer customers are refinancing as interest rates rise
08/20/2013
Munich Re Appoints New CFO for North American Life Business
Munich Re, a global leader in reinsurance, announced that Simon Curtis will be joining as Chief Financial Officer for the North American Life business.
08/20/2013
UBS gains adviser with $4.8B from Morgan Stanley
John Rasweiler, a prominent Morgan Stanley adviser in New Jersey, has joined UBS Financial Services Inc
08/20/2013
Macquarie Hires Morgan Stanley’s Michael Gray for U.S. Equities
Mossadeghi has previously worked at Susquehanna International Group LLP and Barclays Plc, according to the statement.
08/19/2013
BBVA Compass expands private banking team
In his new role, Chiappara will focus on serving ultra-high-net-worth clients and select private institutions in the United States.