06/12/2012
In his new position Mr. Davis will manage the investment portfolios of a select group of private clients, leveraging both the wealth management expertise of the firm and his significant experience managing assets.
06/12/2012
Mark Pomo, who had been with Morgan Stanley Smith Barney for more than two decades, moved to UBS in late May. He managed $230 million in client assets and generated more than $600,000 in annual revenue production last year.
06/12/2012
Lord O'Donnell was Cabinet Secretary and Head of the U.K. Civil Service from 2005 to 2011, and served in that role under three British prime ministers.
06/11/2012
Prior to joining Opes Advisors he served as Senior Portfolio Manager for Morgan Stanley
06/08/2012
Barclays strengthens its global Financial Institutions team
He will be responsible for establishing and strengthening Barclays transaction banking relationships with financial institutions across Latin America
06/08/2012
Also joining Wells Fargo with the team are client associates Jennifer Smith and Davis Walker. The team reports to Richmond market manager Rob Withers.
06/08/2012
Zimmerman currently is a litigation partner heading the pro bono practice group at Lowenstein Sandler PC. He was part of the presidential transition team preparing the Obama Administration's strategy for the Department of Housing and Urban Developmen
06/08/2012
Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 125 countries, with more than 25,000 professionals.
06/07/2012
Industry veteran Mark Howard-Johnson has been appointed as the Global Head of Real Estate Securities Management to lead the development of this business.
06/07/2012
Among its services, KGDV Consulting, which formed last month and will initial focus on US-based firms, will help start-up hedge funds decided whether to outsource their service providers or hire dedicated operations personnel.
06/07/2012
This appointment further emphasizes the Bank's commitment to building a truly global leadership team and underscores the Americas as a region of importance to its Fixed Income business.
06/07/2012
Steele joined the bank’s investment-banking unit in New York two weeks ago from Macquarie Capital USA Inc. Sanam Alaghband, an RBC Capital Markets spokeswoman, confirmed the hire. He previously worked at Deutsche Bank AG for the 10 years ending in 2
06/07/2012
Wells Fargo & Co's independent brokerage unit landed two veteran adviser teams in California and Connecticut, expanding its client asset base and reach across the United States as it grows to compete with other top U.S. brokerages.
06/06/2012
Morgan Stanley combines two existing wealth businesses
His responsibilities will include fully integrating the firm's investment products.
06/06/2012
Jefferies hires Morgan Stanley exec to run its midstream investment-banking
He previously ran midstream investment banking at New York-based Morgan Stanley, according to the person.
06/06/2012
Asset manager announces senior alternatives business appointment
He has been with AllianceBernstein for 14 years
06/06/2012
Baird will report to Russ Labrasca, the head of the Houston office.
06/06/2012
He reports to Michael Kotarski, Co-Director of Institutional Business Development.
06/06/2012
NT Family Wealth Services MD joins Presidio Group
Smith was most recently a Senior Vice President in the Personal Financial Services unit of The Northern Trust Company.
06/06/2012
The appointment of pair, Julie Riewe and Marshall Sprung, reflects a change in leadership structure following the departure last week of Robert Kaplan, who served as the co-chief of the unit with Bruce Karpati.