03/13/2013
Provident Bank Expands Wealth Management Services
John K. Lynch has been hired as a senior financial consultant
03/13/2013
Provident Bank Expands Wealth Management Services
John K. Lynch has been hired as a senior financial consultant
03/13/2013
She will be based in New York and will report to Jenny Morton, head of global consultant relations, and Lance Donenberg, head of sales for North America.
03/12/2013
"These three are highly respected throughout the industry and active in the Seattle community."
03/12/2013
He is among the latest big recruits for Stifel, which said last week it added three advisers from Morgan Stanley Wealth Management and Robert W. Baird & Co in Clearwater, Florida to open a new office for the firm.
03/12/2013
"These hires illustrate our continued commitment to strengthen and enhance our business development and client service capabilities,"
03/12/2013
First Republic Bank boosts board with philanthropic veteran
Since 2002, Levy has been the President of Lincoln Center for the Performing Arts
03/11/2013
Morgan Stanley Hires CNBC’s Exec for Wealth-Management Role
He previously helped manage an investment portfolio of more than $12 billion at Neuberger Berman Group LLC, where he worked from 1999 to 2008.
03/11/2013
Mr. Fisher brings to Concept more than thirty years of experience in the investment business
03/11/2013
He joins Altius from his current position as Senior Lecturer in Finance at the University of Texas at Austin
03/11/2013
The contents of both memos were confirmed by Jack Grone, a spokesman for the firm in New York. They were signed by Gael de Boissard, co-head of the Zurich-based company’s investment bank.
03/10/2013
Oplinger would start in April running U.S. high-yield sales and trading
03/10/2013
Signature Bank Takes Private Client Team From Citibank
We look forward to bringing our banking experience and established relationships to Signature Bank
03/08/2013
Barclays' Americas wealth management head steps down
He has stepped down to "pursue interests outside the firm."
03/08/2013
Peter has a well known reputation for providing sound financial advice and guidance
03/07/2013
Guggenheim Partners Expands Real Estate And Infrastructure Investment Platform
The infrastructure investment team will invest across the capital structure.
03/07/2013
J.P Morgan Chase laying off 550 Florence employees
The employees will be employed for 90 days after March 7, 2013.
03/07/2013
Titanium Asset Management has appointed Lloyd Dickinson and Patricia Jamieson as non-executive directors
03/07/2013
The new strategy will be led by David Ferguson and Chip Baird
03/07/2013
He will report to Chet Bozdog, global head of technology investment banking
03/06/2013
He replaced James Seuffert, a cofounder of Lockwood, who retired last year.