01/12/2012
The firm, which – unlike some other U.S. heavyweights with Toronto offices – actually practises Canadian law here in addition to U.S. law, has been quietly adding new talent to its roster in recent months.
01/12/2012
He will be responsible for strengthening the company’s client relationships with government entities across the U.S., BNY Mellon said in a statement.
01/11/2012
RBC targets US clients with Barclays Wealth hire
She will work with advisers in the UK and build relationships with high net worth individuals with links to the Greater New York and East coast areas.
01/10/2012
First Republic Bank taps industry veteran for top role
First Republic Private Wealth Management provides customized wealth management solutions, including trust, investment management and brokerage services, to high net worth individuals and families, foundations, and endowments. First Republic Private Wealth
01/10/2012
Mark Lake, a spokesman for the New York-based firm, confirmed the contents of the memo, a copy of which was obtained by Bloomberg News.
01/10/2012
Mr. Levine will join the Firm's Corporate Department. He comes to Morrison Cohen with over 25 years of experience representing commercial banks, private equity funds, strategic investors and corporations in a wide range of transactions including secu
01/10/2012
In his new role, Mr. Weinberger will initially work alongside PAAMCO co-founder Bill Knight who heads the firm's manager research, sourcing and due diligence efforts to identify, evaluate, and include optimal managers in the PAAMCO portfolios. Weinbe
01/10/2012
The company also announced that Ken Moore, currently chief administrative officer, has been named chief operating officer. Leslie Rolison, currently chief talent officer, assumes the chief administrative officer title. All changes are effective immediatel
01/10/2012
In New York, Jason Haberman, Robert Brevetti and William Collins joined the firm’s midtown Manhattan complex this month from UBS, where they each spent seven years. Together, they previously had $3.4 million in annual fees and commissions. Their ass
01/10/2012
Prior to his new role, Bottomley served as HSBC's Head of Strategy and Planning for the Middle East and North Africa (MENA) region.
01/09/2012
Headhunters target Merrill advisers as incentives wane
Lewis estimates he has been involved in the transition of roughly 400 Merrill advisers to other firms in the past 15 years, and said more are leaving, forgoing the last of the retention payouts.
01/09/2012
Harder hit will be the RBC Bank (NYSE: RY) operation in Rocky Mount, where 425 employees will be cut.
01/06/2012
He has been with Advent since 1994
01/06/2012
Prior to Och-Ziff, Mr. Rubin was a Managing Director at Cerberus Capital Management L.P where he focused on stressed and distressed investing.
01/06/2012
Ms. Saks has 20 years of experience providing comprehensive planning services, including compensation, investment, business succession, charitable giving, and retirement planning strategies, to business owners, corporate executives and wealthy families bo
01/06/2012
Mr. Mee, formerly a Divisional Vice President with John Hancock Retirement Plan Services, reports to Jeff Duckworth, President, John Hancock Funds Distribution.
01/06/2012
The appointment comes as AAM increases its focus on the efficient execution of its business strategy. Mr. Daniel will play a key role in ensuring that AAM customers receive maximum benefit from the expanding product lines and services that the firm provid
01/06/2012
Through her work with FPA, Cathy established a partnership between local Junior Achievement programs and the FPA to promote financial literacy for youth in the tri-state area and helped implement Financial Planning Days, which give members of the communit
01/06/2012
Knight operates a global, multi-asset class platform for institutional investors, combining full service sales and trading with innovative electronic trading products.
01/06/2012
He joins Barclays from JP Morgan Chase where he was an Executive Director