12/18/2013
Ex-Goldman Investment Management Head To Lead Cushman
Forst will take over from interim CEO Carlo Barel di Sant'Albano next month. Since leaving Goldman in 2011, he has served as an adviser to private-equity firm Fenway Partners.
People Moves
12/18/2013
Paul Lucek succeeds Mark Rosenberg as CEO of SSARIS
Opalesque Industry Update - SSARIS Advisors, LLC, an affiliate of State Street Global Advisors - the investment management division of State Street Corporation, has appointed Paul Lucek as CEO, effective January 1, 2014.
12/18/2013
Christine Johnson Joins AllianceBernstein as Head of Alternatives Product Management
In this newly created role, Johnson will join AllianceBernstein's growing alternatives team and collaborate with senior investment and distribution executives to drive the growth of the firm's alternatives business.
12/17/2013
RGA Appoints Two New Members to Board of Directors
RGA's Board of Directors had nine members at the time of the company's most-recent annual meeting on May 15, 2013.
12/17/2013
Threshold Group Appoints Year Up Executive Director Lisa Chin to Board of Directors
Threshold Group,is pleased to announce that Lisa Chin will join Threshold's Board of Directors. Chin, currently founding Executive Director of Year Up Puget Sound, is an experienced leader for nonprofit organizations and business groups.
12/17/2013
BNY Mellon Expands Wealth Management Team in Key Markets
BNY Mellon is building out its wealth management team in Chicago, Seattle and Palm Beach Gardens, Fla.
12/17/2013
Fisher Vet Wells Joins Convergent Wealth Advisors
Wells will help broaden Independence’s presence outside of the firm’s traditional Washington, D.C., New York, and Los Angeles markets.
12/17/2013
Aberdeen Asset Management Names Head of Americas
David is the author of "Market Neutral: Engineering Return and Risk," which was published in 1998 by the C.F.A. Institute and has been part of the C.F.A. syllabus ever since. He earned a law degree from the University of Aberdeen in 1979.
12/16/2013
Million Dollar Father-Son Team Joins Raymond James Partner Bank
John Quello and his son, Nathan, joined the bank’s Loft Advisors team.
12/13/2013
Bank of America Names Anthony Diblasi Market President For Seattle and State President for Washington
"As market president, Anthony's experience and leadership will guide him and his team in serving our clients throughout Puget Sound and the state.
12/12/2013
RBC Wealth hires adviser team from Morgan Stanley
Weigel told Reuters that all of his former clients have agreed to move to RBC with him and Dimino.
12/12/2013
Brevan Hires HSBC Currency Specialist
Brevan Howard Asset Management has added a top bank currency executive just months after parting ways with its top foreign exchange manager and closing his hedge fund.
12/12/2013
Presidio Names Schade CEO
It’s official: The Presidio Group, the $3.5 billion San Francisco-based wealth management firm, has named Karl Schade CEO.
12/11/2013
Jefferies Wealth Head resigns to Join Hedge Fund
Markman Peters, who joined Jefferies & Co in 2009 to run and expand its wealth management business, is leaving to join a distressed debt hedge fund
12/11/2013
Franklin Templeton Expands Global Insurance Asset Management Solutions Business
He joins as the group's actuarial investment strategist
12/11/2013
These financial markets professionals are a dying breed
The bank has scrapped monthly commissions it had paid as part of efforts to retain a DLJ junk-bond team led by an associate of Michael Milken, who created the market in the 1980s, the people said.
12/11/2013
Stanley Fischer set to be Fed vice-chair
The White House is near naming Stanley Fischer to be the vice-chairman of the Federal Reserve
12/11/2013
Ex-Soros Chief Joins Citi Board
A co-founder of bank advisory firm Promontory Financial Group and a former CEO of Soros Fund Management, to its board of directors on Wednesday.
12/10/2013
Crédit Agricole CIB boosts Real Estate, Lodging and Gaming Group in Americas
He most recently was Director/Team Leader-Commercial Real Estate Finance at ING Real Estate Finance.
12/10/2013
UBS hires adviser team from BofA Merrill Lynch
UBS AG's Wealth Management Americas unit said Tuesday that it hired a team of two financial advisers from Bank of America Merrill Lynch for one of its Texas offices.