01/04/2012
Mr. Haylon joins Conning from General Re New England Asset Management where he was Head of Investment Product Management responsible for creating new and unique investment products to expand client access to a broad array of investment vehicles.
01/04/2012
Daniel has more than 11 years of experience consulting with wealthy families on income tax planning and wealth transfer.
01/04/2012
Mr. Carley, Mr. Censullo, and Mr. Klein joined Lexington Wealth from Wells Fargo. They were also part of the original team at Tanager Financial Services, and each have served in the wealth management, and financial services industries for more than two de
01/04/2012
Combined, these Managing Directors bring nearly 40 years of experience to the firm.
01/04/2012
These hires represent a continuation of the firm’s investment in its core depositories business.
01/03/2012
In its effort to expand its Montgomery market share, Aliant Bank now is offering professional and executive banking -- a higher-touch banking experience for higher-end customers.
12/29/2011
Modera Wealth Management has hired a former academic, CEO and credit union industry executive to join its ranks.
12/28/2011
We're now learning 580 of those cuts will occur in New York City.
12/28/2011
Wells Fargo Advisors has hired a two-member financial advisor team from First Internet Securities Network in Bethesda, Md.
12/28/2011
“Together these advisors represent over $500 million in assets under management and over $3 million in annual production,” added Tom Galvin, complex manager for the region.
12/23/2011
He most recently ran the loan trading desk at Citadel Securities
12/23/2011
Ameriprise Financial has snapped up two teams for its independent channel and two advisors for a branch in New Jersey.
12/20/2011
US private bank expands Boston team
Prior to joining First Republic, Peterson worked for Wells Fargo Bank, most recently as Vice President and Branch Manager in Boston. He earned a Bachelor of Arts degree from Colorado College.
12/20/2011
Based in New York, Ms Maloof will be responsible for developing and leading the regional strategy for the insurance sector.
12/20/2011
Ray Doody will remain head of leveraged finance for Europe, the Middle East and Africa, including high-yield bonds leveraged loans and restructuring, and Melissa Smith will move to London from New York to run EMEA investment-grade finance, according to th
12/19/2011
Jesse joins the Bank's Century City headquarters with over 19 years of operational experience. In this new position, Jesse will focus on Cash Management, Product Upgrades and Operations as a whole at the Bank and will report directly to Marlon Osorto
12/16/2011
Morgan Stanley will cut 1,600 jobs early next year as the bank grapples with an increasingly tough backdrop for Wall Street.
12/16/2011
Peter brings more than two decades of experience in interest rate products, and is well known and respected in the industry.
12/16/2011
Mr. Lyon has worked at Goldman since 1990, and for much of that time has worked with the firm’s private equity clients.
12/09/2011
Basu will remain in New York, where he was working for Credit Suisse, said Richard Creswell, a spokesman for Lazard in London.