06/26/2018
$150M Wells Fargo Team Joins Snowden Lane Partners
They will work alongside Snowden Lane’s existing San Antonio-based operation, the Strategic Management Group, which joined Snowden Lane from Merrill Lynch in 2017.
People Moves
06/26/2018
DataRobot Appoints Veteran Banking Executive
Former SunTrust Executive Joins DataRobot to Support Company’s Leadership in AI Applications for Banks
06/26/2018
Morgan Stanley Hires Electronic Trading Vet for Bond Effort
Automating bond trading is a “ major priority” after Morgan Stanley succeeded in digitizing stock trades, helping it become the top equities shop globally, CEO James Gorman said earlier this month.
06/26/2018
UBS Robo-Banker Joins Rival
Steinmeier has joined LPL, a brokerage that stands in direct competition to UBS in U.S. wealth management
06/26/2018
Brooke Cooper to join JPMorgan from Evercore
Cooper is leaving her post as managing director of corporate advisory at Evercore
06/26/2018
Lassus Wherley boosts team
David has a BS in Finance from The College of New Jersey.
06/26/2018
Ganfer & Shore Strengthens Firm with New Heavy Hitting Partners
The firm will officially be renamed as Ganfer Shore Leeds & Zauderer LLP on July 1st.
06/25/2018
AlixPartners appoints Global Head of Strategy and Business Development
The turnaround wing at AlixPartners has been at the heart of some of the most prominent administrations and restructuring operations in the world over the past 12 months.
06/25/2018
Citi poaches top BAML banker in shake-up of equity capital market leaders
US bank wants to be a top-three revenue earner in Europe's equity capital markets
06/22/2018
Hunt Investment Management appoints marketing and investor relations manager
Will lead marketing and investor relations
06/22/2018
Silicon Valley Bank Appoints Head of Private Bank
Butler has more than 25 years of experience in financial services.
06/21/2018
J.P. Morgan Hires Veteran NY Wirehouse Broker Managing About $500 Million
He was joined by his business partner, Patrick M. Murphy, whose Morgan Stanley biography says he has more than 15 years of experience
06/21/2018
Oxford Financial Group Adds New CIO
Nogues will assume leadership of the firm’s investment management team
06/21/2018
With IBD competition heating up, firms poach executives from rivals
The firms announced the appointments on June 19 as competition and consolidation roil the industry.
06/21/2018
Hedge fund Tourbillon hires Berman as president
In the first five months of 2018, the average hedge fund returned 1.5 percent, data from Hedge Fund Research shows.
06/21/2018
Foresight Wealth Management Names JD Slatter As Partner
He will also provide investment solutions to individuals and businesses.
06/21/2018
Webster Bank hires Colin Gillespie as SVP of brand marketing
As an advocate for volunteering with organizations that provide opportunity for others, Gillespie serves as a Strategic Fellow with LEAP Innovations
06/21/2018
Mintz Levin Adds Experienced Corporate Attorney in San Diego
Scott Stanton Joins as a Member from Morrison & Foerster
06/20/2018
Marc Lorin joins Coquest Advisors as Director of Strategic Relations
In that role, he was responsible for overseeing the sales team and approach to hedge fund managers and institutional investors, such as pension funds and family offices.
06/20/2018
Atria Wealth Solutions Expands Management Team
Travis Grimm joins as Head of Program Management where he will lead program management, business analysis and project execution.