03/31/2020
Merrill Hires $525 Mln-Asset UBS Team in Texas
The move is notable because Merrill has had a close-to-ironclad freeze on hiring experienced brokers for two years.
People Moves
03/30/2020
JPMAM names fixed-income insurance and pensions leader
He is based in London and reports to Iain Stealey, international CIO of fixed income.
03/30/2020
RWC poaches BNY Mellon equity team
The appointments include Nick Clay and Andrew MacKirdy, co-managers of a £5.2bn top-performing fund
03/30/2020
BNY Mellon Confirms new CEO
Prior to being named interim CEO in September
03/26/2020
Merrill Lynch Cuts Advisor Teams a Break Amid Pandemic
The extension aims to “help our advisors focus on the needs of their clients during these unprecedented times,” the company said.
03/25/2020
Veteran UBS Manager Meraz to Exit in L.A., Firm Hires Vegas Duo from Merrill
He previously served as Southwest regional manager overseeing 825 advisors in southern California, Hawaii, Arizona, New Mexico and Colorado, and for a time ran the Orange County complex.
03/25/2020
Eventus Systems Establishes Presence in Europe with First Key Hire in London
Firm Continues Growth in EMEA with Trade Surveillance, Market Risk Tools Addressing European Market Rules, Regulations
03/25/2020
Gibson Dunn Nabs Paul Hastings Private Equity Partner
Stefan is a strategic, commercially minded dealmaker who will add greater depth to our M&A and private equity teams.
03/25/2020
Jessica Kung Joins Eaton Vance as Chief Human Resources Officer
Jessica brings to us a wealth of experience across a range of HR functions
03/20/2020
Fiera Capital appoints new global president
Mr. Lemay has grown and evolved within our organization since 2012
03/19/2020
Chenault Leaves Facebook Board After Disagreements With Zuckerberg
Board member disagreed with founder over governance and political policies
03/18/2020
Regions Announces Fournier J. “Boots” Gale, III, will Move to Senior Advisory Role; Tara A. Plimpton named General Counsel
Prior to joining GE, Plimpton was the managing partner of a law firm and provided legal counsel to a variety of corporate clients in the manufacturing, agricultural, and tourism industries.
03/18/2020
Brite Advisors appoints US chief executive
Hong Kong-based firm acquired the business from Devere in December 2018
03/16/2020
Jack Ginter to Lead Abbot Downing
Industry veteran tapped to grow the firm’s ultra-high-net-worth boutique
03/15/2020
Wells Fargo Names General Counsel
She will play a critical leadership role on our Operating Committee as we continue to work on our company’s top priority of meeting regulatory expectations.
03/13/2020
Wealth Management Pundit Jumps Ship. It’s a Big Deal.
The move ends Kitces’ 17-year-plus tenure at Pinnacle Advisory Group, a wealth management firm based in Columbia, Md.
03/13/2020
Arthur J. Gallagher appoints new director
He served in roles of increasing responsibility at Eli Lilly and Company
03/13/2020
Meketa Investment Group Hires Sandra Ackermann-Schaufler as Principal
We pride ourselves on providing the highest level of services and support for our clients and believe Sandra will be a wonderful addition to the team.
03/13/2020
First Derivatives appoints Global Chief Marketing Officer
First Derivatives, a global software and consulting company, has appointed Kathy Schneider as Chief Marketing Officer reporting directly to Seamus Keating, First Derivatives’ Chief Executive Officer.
03/12/2020
Sarasin & Partners strengthens portfolio management team
He has been appointed co-manager of the Sarasin Responsible Global Equity fund and deputy manager for JSS Sustainable Equity - Global Thematic.