07/25/2012
Came works closely with portfolio managers and wealth strategists on the Naples team to provide wealth and investment management advice to high-net-worth clients, the firm said in a statement.
07/24/2012
He has over 14 years of experience in the energy sector and joins Jefferies from Morgan Stanley
07/24/2012
Barron's ranked U.S. Bank Wealth Management the 16th-largest U.S. wealth manager in its 2011 survey of "Top 40 Wealth Managers" published on Sept. 19, 2011.
07/23/2012
Fredericks did not immediately return a request for comment. A source familiar with the matter said Fredericks is joining a hedge fund.
07/22/2012
Frontier Insurance Strategies (FIS) takes a client-directed approach centered on the idea of partnership to provide personalized insurance solutions for each of its clients
07/22/2012
He joins Jobson James Financial Services Ltd. from Broadstone - formerly BDO Investment Management
07/19/2012
Deutsche Bank declined to comment on the report.
07/19/2012
Prior to DE Shaw, Rustum spent 12 years at Goldman Sachs where he was a managing director and head of US convertible sales.
07/19/2012
The reduction equals about 2 percent of the unit’s staff, according to the person, who asked for anonymity because the changes haven’t been publicly announced.
07/19/2012
The departure comes shortly after Wolf’s close relationship with President Barack Obama raised eyebrows inside the bank.
07/19/2012
Swiss private bank to cut more jobs in U.S.
The filing did not disclose the level of seniority nor the business areas in which the layoffs will occur, but attributed the cause to "economic" reasons.
07/19/2012
He s responsible for the management and direction of the team in the areas of private banking, investment management, financial advisors, personal trust and estate settlement services.
07/18/2012
Based in Hong Kong, Chatterjee is responsible for leading the cash equity sales team and expanding the firm's equities trading business in Japan. He reports to Jarred Kessler, global head of equities for Cantor Fitzgerald.
07/18/2012
Zander was once the global co-head of loan and distressed debt at Bank of America before leaving for London-based investment firm Haymarket Financial in 2009.
07/18/2012
Morgan Stanley Smith Barney confirmed both teams joined but did not comment on the advisers' client assets or production levels.
07/17/2012
The Monday memo, a copy of which was reviewed by Reuters, also said Chris Gaertner had joined Credit Suisse's technology group as a managing director in the San Francisco office.
07/17/2012
David Bagley, who has been HSBC head of group compliance since 2002, stepped down before the Homeland Security and Governmental Affairs subcommittee after its findings were published.
07/17/2012
Cassinelli is very active in Indianapolis, serving as an advisory board member for the Franklin Township Education Foundation and volunteer in youth sports.
07/17/2012
Fass, most recently a senior vice president and branch manager at Baird, had also previously been a district sales manager at Morgan Stanley, where he oversaw roughly 370 advisers. Prior to that, he was at Wachovia Securities.
07/17/2012
Eugene Lerner received his PhD under Milton Friedman at the University of Chicago and taught Alan Greenspan at NYU