03/14/2012
He is without a doubt the epitome of the first class advisor who has his clients first in his thoughts,” said Washington Wealth’s San Diego Branch Manager Mike Ferrante. “These are the types of planners that we are looking to hire.&rdquo
03/14/2012
He replaces Jeff Bosland, who has moved on to lead sales and marketing for fixed income and equities in the Americas, according to Justin Perras, a spokesman for JPMorgan. Perras confirmed the memo.
03/13/2012
They will work out of the firm's Philadelphia office and will cover a variety of mid-market and regional institutions in the area. They report to Richard Grobman, Oppenheimer Managing Director.
03/13/2012
SNW, the largest independent financial services firm based in the Northwest, serves the complex financial needs of leading private and public entities
03/13/2012
In addition to the University of Richmond, Spider has garnered another 22 “partners” with combined assets of more than $1.1 billion, Mr. Pulavarti noted.
03/13/2012
He will be based in New York, reporting to Mark Hantho, Global Co-Head of Equity Capital Markets.
03/13/2012
Shafir will focus on his other role, overseeing technology, media and telecommunications investment-banking, according to the memo.
03/12/2012
He has 15 years of industry experience, will manage the future Baird branch, which will be its first in the state.
03/12/2012
The position is a new one at the firm, which has focused until now on domestic small-cap and midcap equities.
03/12/2012
Beth Brown, head of intermediary distribution at Columbia Management, which had $326 billion in assets under management at the end of 2011, will leave at the end of March, a company spokesman said.
03/09/2012
Mr. Perna has been an independent Trustee of the funds since 2006. John F. Cogan, Jr., the current Chairman, will continue to serve as President (Principal Executive Officer) and a Trustee of the funds. The transition to an independent Chairman accords wi
03/09/2012
Silverman, 71, who resigned from Apollo last month, will join the firm March 16 as vice chairman of its investment management business and will be based in New York, according to a statement today from Guggenheim Partners.
03/09/2012
Through the Portfolio Management Program, Baird Private Equity builds value in its investments by partnering with portfolio company management to develop and execute strategies that drive profitable growth and margin enhancement.
03/09/2012
Braca assumes his new role after serving as Regional President for TD Bank's Metro New York market and Head of Healthcare Banking.
03/09/2012
Prior to joining UCNB, Mr. Leibowitz served as a Private Banker in Citigroup's Private Banking Division. Previously, Mr. Leibowitz was an Investment Officer at JP Morgan Chase Private Bank. Mr. Leibowitz has a Bachelors degree from Boston University
03/09/2012
BofA has pruned the ranks of its senior investment bankers in Asia, cutting 15 of its 75 Asia managing directors.
03/09/2012
UBS Wealth Management Americas, the U.S. brokerage division of Swiss bank UBS AG , has hired two veteran Merrill Lynch advisers and one RBC Wealth adviser, bolstering its broker base in Michigan and California.
03/08/2012
In Houston, Maggie Osorio joins as director and law firm group private banker reporting to Greg Richesin, Texas team leader of the law firm group, which provides wealth management client services and a platform to the legal industry.
03/08/2012
For Condron, the move to Morgan Stanley Smith Barney is a return to his roots at Salomon Smith Barney, where he started in the late 1990s.
03/08/2012
Standard Chartered’s SME Banking business delivered income growth of 14 per cent year-on-year for 2011, and lending to SMEs was up nine per cent year-on-year to $19.2 billion as the bank continues to support economic growth and development across it