04/12/2012
JPMorgan Adds Advisor-Based Business in Philadelphia
The new J.P. Morgan Securities office in Philadelphia will be led by John Borzi, a longtime Barclays Wealth veteran.
People Moves
04/12/2012
Cardinal hires senior portfolio manager
Cohen began his career in the financial services sector more than 25 years ago. Most recently, he worked as Director of Fixed Income Investments with consultant Fortigent, LLC, where he oversaw the development of the firm’s fixed income investment p
04/12/2012
UBS’s Cremoux to Head Latin America Investment Banking
The biggest investment banks are pushing into emerging markets in Latin America and Asia as their economies expand.
04/12/2012
Sentinel Trust adds senior vice president and senior relationship officer
Sentinel Trust Company, one the nation's leading boutique wealth management firms and multi-client family offices, welcomes Lissa Gangjee, J.D., CFP® to the firm as Senior Vice President, Senior Relationship Officer and member of the Executive Co
04/12/2012
Brookfield appoints MD for its private funds group
Mr. Berlin brings over 20 years of real estate experience to Brookfield. Most recently, he was managing director and head of real estate fundraising at Alliance Bernstein.
04/11/2012
Raymond James Creates New Leadership and Divisional Structure
The changes, which were first announced on Monday via an internal firm memo, come one week after Raymond James closed the Morgan Keegan deal for about $1.2 billion in cash.
04/11/2012
Credit Suisse Hires Veteran Tech Banker From Merrill
He led the technology group at Merrill Lynch & Co. from 2006 to 2008, will start at the Zurich-based bank in July, according to an internal memo.
04/11/2012
HSBC Hires JPMorgan’s Laidler to Head Research for Americas
Laidler, who will be based in New York and start in July, joined JPMorgan in 2007 after working at UBS AG in Santiago.
04/11/2012
Spanish B-D Auriga Expands Sales Trading Roster
Auriga USA, a broker-dealer affiliate of Spain's Auriga Global Investors, Sociedad de Valores, has been building out its sales trading effort over the last year.
04/10/2012
Bernhardt Wealth expands investment team
Robinson joins Bernhardt Wealth Management from The Monitor Group, Inc. where he served as senior planner and previously, director of operations.
04/10/2012
TAP Advisors names new vice chairman
TAP provides a full range of merger and acquisition advisory services, private financing solutions, and cross-border and international expertise to public and private companies worldwide.
04/10/2012
Booz Allen names finance veteran senior vice president
Sanzone, a recognized expense management and efficiency expert, brings to Booz Allen unparalleled management and technology experience that includes service as chief administrative officer for Merrill Lynch, and chief information officer for both Credit S
04/10/2012
In its latest talent grab, Evercore Wealth Management hires a 'young, up-and-coming player'
Here is a firm with its share of seasoned silver-tip men evolving its culture again with the hire of a young man — not long after bringing aboard women in other recent moves that are linked below.
04/10/2012
Brookfield taps MD in its private funds group
Mr. Berlin brings over 20 years of real estate experience to Brookfield. Most recently, he was managing director and head of real estate fundraising at Alliance Bernstein.
04/10/2012
Morgan Stanley Grabs 2 UBS Teams, 1 From Deutsche Bank
The combined assets of the new reps are about $1.4 billion, while the total yearly fees and commissions are close to $8.7 million
04/10/2012
FSGBank Expands Wealth Management And Trust Division
Ms. Whitton comes to FSGBank after a 20 year career in wealth management at SunTrust Bank, most recently serving as Manager of the Chattanooga Wealth Advisory Center.
04/10/2012
UBS Banker Joins TAP Advisors
The independent bank, among other things, advises companies on deal-making and securing private financing.
04/10/2012
Former NFL player builds successful second career as a money manager
While it's not uncommon for former pro athletes to make headlines for blowing the wealth they earn during their playing days, Eugene Profit not only managed to safeguard his own money but has earned a reputation for making lots of it for others.
04/09/2012
Northern Trust Announces Leadership Changes
Northern Trust Corporation has announced a number of leadership changes
04/05/2012
Former Van Eck analyst joins Syzygy Family Office
“Family offices used to lead the way in hedge funds and now they are competing with pension funds,” he said. “They don’t get the kind of access they prefer so that means they are going to have to digest the vast number of emerging