03/06/2012
Cambridge Trust Company of New Hampshire Names New President
Ms. Martore-Baker will direct business development and lead the wealth management efforts in New Hampshire. She will be based in the Concord office.
03/06/2012
Ms. Martore-Baker will direct business development and lead the wealth management efforts in New Hampshire. She will be based in the Concord office.
03/06/2012
She will report to Tom Stevens, KeyCorp's chief administrative officer.
03/06/2012
Mr. Ratigan will work alongside Tony Whittemore, according to the memo from global mergers head Henrik Aslaksen. Mr. Ratigan will replace Bruce Evans, who will become chairman of the group.
03/05/2012
Fenlon will lead the wealth operations for M&I in the Kansas City, St. Louis and Indiana markets. He brings 30 years of experience in the investment and wealth management industry.
03/05/2012
Richard Watson, current CEO of Hiscox USA, will be returning to the UK as Deputy Chief Underwriting Officer for the Group at the end of his three year term in the US.
03/05/2012
Advisers Lee Vaughan, John Connelly and James Maddux joined Raymond James in a suburb of Nashville, Tennessee, from Merrill Lynch, where they worked for roughly a decade. The advisers together generated $860,000 in annual production last year.
03/05/2012
Mr. Parsons, 63 years old, told fellow directors on Friday that he doesn't plan to stand for re-election at the annual shareholders meeting set for April 17 in Dallas, the company said.
03/05/2012
The employee-owned broker-dealer now includes about 700 financial advisors, says Matthew Curley (left), national sales director and COO of Baird’s private-wealth management operations.
03/05/2012
Stewart, who took over the unit in February 2011, will start the Whard Stewart hedge fund in the second quarter, and members of the emerging-markets trading team that he previously led are expected to join him, the newspaper reported, citing unidentified
03/02/2012
Julian joined the company in 1997 and most recently served as Head of Market & Institutional Risk, where he established the Corporate Market Risk function and provided leadership to the Counterparty and Country Risk Groups as well as the Credit Basel
03/02/2012
Casey received a B.S. degree from Washington and Lee University, an M.B.A. from the University of North Carolina, Chapel Hill and a master's of management degree from the University of Dallas.
03/02/2012
Fabio Savoldelli will be leaving to pursue other interests. Mr. Boardman will remain as the Managing Member of Optima and will lead the Asset Allocation and Portfolio Management Committees.
03/01/2012
She was most recently a Managing Director at Athena Capital Advisors, a Boston-area investment advisory firm
03/01/2012
The Wall Street bank has replaced Canniffe with Richard Boseley, head of Asia-Pacific equity sales, who has assumed the additional responsibility, the memo and sources said.
03/01/2012
He spent seven and a half years as CEO of the Asia-Pacific region for BNY Mellon Asset Management
02/29/2012
He holds a bachelor's degree in finance from the University of Illinois Urbana-Champaign. He is a member of the Board of Directors of the Illinois Bankers Association, the Brain Research Foundation's Associate Board and the Rehabilitation Instit
02/29/2012
She replaces Lynn Rosinsky, who has left U.S. Bank.
02/29/2012
Holmes has been named Managing Director, Market Development for Alternative Investments.
02/29/2012
He succeeds Alex Muto, who is appointed to a new role as Head of Enterprise Transformation.
02/29/2012
Raymond James has snagged a four-member financial advisor team with $853 million in client assets from Merrill Lynch.