03/26/2019
Liam T. O'Connell and Michael E. Scott Elected Co-Managing Partners of Nutter
Term to Begin July 1, 2019, as Successors to Deborah J. Manus
People Moves
03/26/2019
Tim Gramatovich Joins B. Riley Capital Management’s New Credit Platform as Chief Investment Officer
Firm establishes new division, Gateway Credit Partners, specializing in the issuance of Collateralized Debt Obligations
03/25/2019
Merrill Lynch Breakaway Turns up at This Rival
In February, Alex Brown poached a Wells Fargo Advisors representative managing $190 million.
03/22/2019
Raymond James’ Alex Brown adds $230M veteran advisor
“I have always strived to be forthright and place the values of my clients first, and I am pleased to have found a firm that aligns with those values,” Dayton said in a statement.
03/22/2019
EP Wealth Advisors Adds Partners
“These new partners bring important voices to the helm and further illustrate EP Wealth’s commitment to empowering all employees.”
03/21/2019
International Exchange ABE Global Hires Veteran Blockchain Executives
With this new exchange, it will help increase global access to new compliant investments and support entrepreneurs
03/21/2019
Fannie Mae Names Two Technology and Financial Services Executives to the Board of Directors
Google Executive Karin J. Kimbrough and Coinbase Global, Inc. Executive Brian P. Brooks Will Complement Experienced and Diversely Skilled Fannie Mae Board
03/21/2019
AMP Capital appoints former Apple operations head as senior adviser
Preising joins AMP Capital’s team of fifteen senior advisers which represent leading industry talent from across infrastructure sectors.
03/21/2019
OpenInvest Expands Sales Leadership Team To Support Rapid Growth
Appoints VP of Sales and Director of Intermediary Sales & Client Engagement
03/20/2019
Raymond James CFO to Retire
Jeff Julien has been with the independent broker-dealer for 32 years and will remain on the board of Raymond James bank.
03/20/2019
JPMorgan Advisor Launches Indie Wealth Management Firm
Graham brings along client associates Joy Budnik and Michael Cordano from JPMorgan, where Graham had been for 17 years, according to Jackson Capital.
03/20/2019
Fleming’s Rockefeller Continues Poaching Execs
Rockefeller also lured RBC’s head of advisor recruiting to hire and manage private wealth advisors in the Northeast out of its New York office.
03/19/2019
Veteran Distressed Investment Team Launches Invictus Global Management
Amit Patel and Cindy Chen Delano, Formerly of Whitebox Advisors, to Serve as Co-Chief Investment Officers
03/19/2019
A New Senior Vice President of Corporate Development Joins GAMCO Investors
He joins as part of our firm’s management executive team reporting directly to our Chairman.
03/19/2019
Family Office Leaders Join Boston Private
Strategic Hires to Establish the Wealth Advisory and Ultra-High-Net-Worth Family Office Practice and Expand Business Development Efforts across Boston Private
03/19/2019
Invesco promotes Italy country head to MD, head of retail distribution EMEA & LatAm
Invesco's veteran Trezzi has implemented and managed various strategic initiatives and projects since he joined the firm in 1999
03/19/2019
Family Office Leaders Bill Woodson and Edward V. Marshall Join Boston Private
He will work with the firms Private Banking, Wealth & Trust teams to develop comprehensive, advice-based solutions for ultra-high-net-worth clients and family offices.
03/19/2019
JPMorgan Loses Exec to Chicago-based RIA
The Boston-based pair previously oversaw $200 million at Northwestern Mutual, LPL says.
03/19/2019
Bank of America to Hire 300 Bankers in Greater L.A. Region
The economy in Los Angeles continues to be strong.
03/19/2019
First Republic Continues Poaching Wealth Management MDs from Large Brokerages
UBS didn’t respond to AdvisorHub’s request for comment. Lovell is obligated to take a two-month garden leave and didn’t respond to the website’s requests for comment.