10/24/2012
She joins Eaton Vance from Loomis, Sayles & Company, where she was a vice president and portfolio manager for the fixed income group. She has 28 years of investment experience as a portfolio manager and trader.
10/24/2012
Appointment Extends the Firm's Leadership and Expertise in Managing Private Client Portfolios
10/24/2012
Prior to that, he served as CFO of Bank One from 2000 to 2002 and spent 13 years at Citigroup and its predecessor companies.
10/23/2012
He has served as an advisor to small and middle market business and high net worth individuals in the areas of tax planning, wealth management, accounting issues, succession planning, real estate investments and strategic planning.
10/22/2012
A spokesman for Merrill Lynch said that Ms. Rothstein and her team joined the firm on Friday.
10/22/2012
He is based in San Francisco and reports to Iain Silverthorne, a Partner and Wealth Advisor at the firm.
10/22/2012
Merrill Lynch Wealth Management has snapped up a Morgan Stanley advisor team managing about $2.5 billion in client assets to its Private Banking and Investments Group.
10/22/2012
will be responsible for spearheading Olivetree's continued growth in the US with a particular focus on Olivetree Solutions' OTAS platform to US-based buy-side institutions, including asset managers and hedge funds.
10/21/2012
Glenfield will report to Andy Sieg, head of Global Wealth & Retirement Solutions
10/20/2012
UBS is to cut 3,000-5,000 jobs as part of cost-saving measures to offset falling profit, while rival Swiss bank Credit Suisse may announce 1,000-2,000 cuts, Der Sonntag newspaper reported.
10/18/2012
'I'm very pleased to welcome Mike to Canaccord Genuity's Investment Banking team'
10/18/2012
He received a Master of Business Administration from the Kellogg School of Management at Northwestern University and a Bachelor of Science in Business Administration from the University of Michigan.
10/17/2012
Mr. Parameswaran has more than 20 years of investment banking experience
10/17/2012
Many senior advisers at brokerage arms of major banks say they are considering jumping ship for the first time, frustrated by problems plaguing their parent companies, from credit rating downgrades to staff cutbacks to bothersome technology changes.
10/17/2012
Walter Dolhare and Tim Mullins have been named co-heads of the Markets Division, reporting to John Shrewsberry, head of Wells Fargo Securities.
10/17/2012
U.S. Bank, a leading provider of wealth management and private banking services
10/16/2012
Risk Paradigm Group, an independent wealth and asset management firm, announced Monday that a three member advisor team from the Tower Group of Morgan Stanley Wealth Management will join the firm.
10/16/2012
He comes from the wealth management side of the business.
10/16/2012
Machen will head the group alongside Grant Gregory
10/16/2012
Seven advisors have joined Baird’s wealth management group in Texas, Maryland and Nebraska in a late summer round of recruiting.