06/03/2013
OppenheimerFunds Promotes CIO to President
In this new capacity, Mr. Steinmetz will help drive the firm's strategic mission and continue to foster and build the firm's investment capabilities and culture.
People Moves
06/03/2013
Wells Fargo Bolsters Prime Brokerage Unit
The moves detailed in a Wells Fargo statement today are the firm’s latest bid to round out its investment bank and move into activities dominated by competitors.
06/02/2013
Wells Fargo Restructuring Banker Leaves
She plans to help grow “KCC” as it’s known and contribute to strategic partnerships.
06/02/2013
Bank of America Merrill Lynch sheds top muni analysts
The departures are not part of a workforce reduction,
05/30/2013
Manal Corwin Re-Joins KPMG As Head Of International Corporate Services And Principal-in-Charge
Manal Corwin has returned to KPMG LLP
05/30/2013
Midland States Bank Wealth Management Group names new CIO
Wealth Management Group of Midland States Bank has hired John P. Culhane, with more than 30 years of financial investment management and leadership expertise, as chief investment officer.
05/30/2013
Northern Trust Names Global Sales and Marketing Director for Family Office Group
Northern Trust has selected David C. Albright to lead sales and marketing for its Global Family & Private Investment Offices group, effective immediately.
05/29/2013
Raymond James Nabs Morgan Stanley Vet
Active in his community, he specializes in helping individuals and families plan for and live well in retirement.
05/29/2013
BNY Mellon Wealth Management Adds Sales Directors in Dallas, Boston, Seattle
BNY Mellon Wealth Management is wasting no time in executing on an ambitious plan to ramp up its sales force.
05/29/2013
Nomura Strengthens Equities Product Offering in the Americas
Nomura continues to gain traction and share in the U.S. capital markets, and we are building on that momentum to serve our clients by expanding our product line and adding trading talent,
05/29/2013
JPMorgan Chase CIO Chiarello steps down
Chiarello had "decided to pursue new opportunities outside the firm".
05/28/2013
Baird Adds Veteran Financial Advisor in Chicago
Baird has announced that it has added Paul Donnelly, CPA, as a Director and Financial Advisor in its Chicago wealth management office.
05/27/2013
U.S. Banks Pick Off RBS Talent
U.S. banks are picking off talent from Royal Bank of Scotland’s credit business
05/27/2013
Merrill Lynch Lures Credit Suisse Advisor with $1B in Assets
He had an annual revenue production of about $5 million, according to a source with knowledge of the move
05/27/2013
Allianz Adds Celmer to Wealth Unit in Latest U.S. Hire From AIG
Europe’s largest insurer, said its Fireman’s Fund unit in the U.S. hired Jennifer Celmer from American International Group Inc. to lead sales of personal insurance products to wealthy individuals.
05/27/2013
HSBC Appoints Mirfendereski as Global Head of Inflation Trading
Mirfendereski, will be responsible for inflation-indexed bond and swap trading in the U.S., Asia, the U.K. and Europe
05/25/2013
IBERIABANK Adds New Advisory Board Members
We are extremely proud to have these outstanding community members join our Advisory Board
05/25/2013
Steve White JD Joins Paula Hogan Wealth Management Advisory Firm
The firm is nationally known for thought-leadership in the financial planning field
05/22/2013
Nomura Strengthens Global Markets Americas Sales with Senior Hires
Nomura has announced the appointment of the new Managing Director and Head of Foreign Exchange Sales Americas and Head of Interest Rates Sales Americas.
05/22/2013
Credit Suisse names new Chicago co-head after banker departure
He will run the Chicago investment banking department