06/20/2018
Goldman Hires Barry's Bootcamp Banker Kapoor From Moelis
A Moelis spokesman declined to comment. Business Insider reported the hiring earlier Tuesday.
People Moves
06/20/2018
Raymond James Continues to Strengthen Investment Banking Energy Services Expertise
Raymond James' powerful North American footprint in energy services starts with a dedicated Energy Investment Banking team and 15 equity research analysts covering 239 energy companies in Canada, the United States and Europe.
06/19/2018
Merrill Loses Manager in Wealthy Connecticut Complex
Flaherty is expected to join another large firm in a big East Coast city after a garden leave, one source said.
06/19/2018
RBC executive behind bank's fight against high-frequency trading to depart
Greg Mills exits as RBC Capital Markets is in the midst of a reorganization following the promotion of Derek Neldner to head global investment banking
06/18/2018
Top hedge fund chooses junior banker as it builds its equities team
An M&A banker by training, Largman started his investment banking career with Citi in 2012 and moved to Moelis & Company as analyst in 2014.
06/15/2018
Waller Adds Four Attorneys in Nashville
As our clients across all industries continue to grow, Waller follows suit to meet their legal needs
06/14/2018
BNY Mellon Wealth Management Names Chuck Long As A Regional President Of Los Angeles
Chuck's wealth of experience, industry knowledge and ability to build multi-disciplined teams will tremendously benefit our clients and continue to promote growth in LA," said Kennedy.
06/14/2018
Citi Private Bank Expands Capital Markets Team
Appoints Ed Riley as Head of Equities for the Americas
06/13/2018
Equity Trustees appoints US representative
“This is part of our global strategy to service fund managers no matter where they are in the world,” said Harvey Kalman, Executive General Manager, Corporate Trustee and Fund Services, Equity Trustees.
06/12/2018
BC-Business
Sontag Advisory is a registered investment firm with approximately $5 billion in assets under management.
06/12/2018
Atlantic American names McClure King as President of its Bankers Fidelity Life Insurance Company and Bankers Fidelity Assurance Company Subsidiaries
Mr. King has more than 18 years of experience in both the group and voluntary benefits arena.
06/12/2018
Hielscher: Raymond James recruits team of wealth advisers
Joining the advisers are Pamela Miller, senior registered client service associate, and Blake Caldwell, registered client service associate.
06/12/2018
Schroders strengthens global footprint of Solutions business
Studd has already played a key role in the design of a range of Target Date Funds, which Schroders launched exclusively for the Canadian defined contribution market last month.
06/12/2018
Chubb Appoints Steven Goldman Executive Vice President, Financial Lines, Overseas General Insurance
Michael Mollica to Lead North America Retail Financial Institutions
06/11/2018
Rockefeller Capital Management appoints head of Managed, Structured and Alternative Products for Wealth Management
Mulligan will be principally responsible for developing and enhancing Rockefeller’s product platform for advisors and clients.
06/08/2018
UBS cuts over 100 jobs in asset management overhaul
Asset management head Ulrich Koerner is pivoting toward passive strategies, sustainable investing, and a push toward China.
06/08/2018
Commonfund CEO Leaves for BNY Mellon Wealth Management
Catherine Keating, most recently CEO of Commonfund, will start her new role in July.
06/08/2018
Northern Trust Strengthens Wealth Advisor Practice
He joins existing Regional Wealth Advisors, Mary Ann Sisco and Rebecca J. McDade.
06/08/2018
Union Bank Expands San Francisco Wealth Advisor Team
Lauren Downum Joins as Private Wealth Advisor
06/07/2018
Citi Appoints Vice Chair for Global Financial Institutions Group
Citi has also appointed Simon Yuan, formerly the bank's head of China FIG investment banking, as head of Asia Pacific FIG investment banking, according to the memo, which was confirmed by a Citi spokesman.