09/20/2011
MetLife hires investment banker from Credit Suisse to head takeovers
MetLife hires investment banker from Credit Suisse to head takeovers
People Moves
09/20/2011
Citi Private Bank ramps up wealth mgmt services
Citi Private Bank ramps up wealth mgmt services
09/20/2011
Fieldpoint Private appoints chief marketing officer
Fieldpoint Private appoints chief marketing officer
09/20/2011
Former Merrill Lynch Alternative Investments Director Strengthens CAIS Team
Former Merrill Lynch Alternative Investments Director Strengthens CAIS Team
09/19/2011
Aurion Capital boosts business development team
Most recently, David was Vice Chairman at Dundee Capital Markets
09/15/2011
MSCI hires head of equity portfolio management analytics business
Based in New York, Mr Zangari will report to Henry Fernandez, Chairman and CEO of MSCI Inc., and will oversee a global product management team.
09/15/2011
Heptagon Capital boosts advisory group
Heptagon Capital boosts advisory group
09/14/2011
Multi-family office recruits new partner
He brings more than 30 years of financial, administrative and investment management experience to this role and will work with clients to develop customized solutions relating to the creation, management, preservation and transfer of wealth.
09/14/2011
Hartford's wealth management unit taps new head of strategic markets
Hartford's wealth management unit taps new head of strategic markets
09/14/2011
Innovest Systems names new CFO
Innovest Systems names new CFO
09/14/2011
Eastern Bank wealth management head resigned
Eastern Bank wealth management head resigned
09/13/2011
Bank of America to Slash 30,000 Jobs in Cost-Cutting Plan
Bank of America to Slash 30,000 Jobs in Cost-Cutting Plan
09/13/2011
Dynasty Taps Hedge Fund Marketer to Lure Brokers
He joins Dynasty from SkyBridge Capital
09/12/2011
Morgan Stanley names three to replace media group head
Morgan Stanley (MS), the top global merger adviser last year, named three new heads of its media and communications investment-banking group to replace Stuart J. Epstein, who left to become chief financial officer of NBC Universal.
09/12/2011
Barclays Wealth makes senior US regional hire
Barclays Wealth taps US Trust exec as director and investment representative in Dallas
09/09/2011
Signature Bank adds new private client banking team
Signature Bank adds new private client banking team
09/08/2011
Lexington Wealth adds client relationship manager
She brings with her 15 years of experience as a fee only advisor. Prior to joining Lexington Wealth Management, she served as a vice president and portfolio/relationship manager at Wells Fargo/Wachovia Wealth Management.
09/08/2011
Harris myCFO® seats new director
She will be located at BMO Harris Bank N.A. at 3 Times Square in New York and will be responsible for developing client relationships in this key Northeast market for both Harris Private Bank and Harris myCFO®.
09/08/2011
Carson Wealth adds research director, analyst
The firm, which oversees more than $2.6 billion in assets, said the announcements come on the heels of the launch of CWM, LLC, its own independent RIA.
09/08/2011
WSFS hires new chief wealth officer
He has over thirty years experience in financial services