08/28/2019
G2 Insurance Services appoints director of family office & wealth management
Prior to joining G2, Shirley held senior positions in private risk management at Marsh, Wells Fargo, and, most recently, Lockton Companies.
People Moves
08/28/2019
Bank of America Private Bank Expands
Robert Marrone has joined as a Managing Director, Private Client Advisor, based in Red Bank, New Jersey.
08/28/2019
Boenning & Scattergood appoints VP, Private Client Group
Joe will serve as Financial Advisor with a focus on servicing the comprehensive wealth planning needs of high-net-worth individuals, entrepreneurs, and corporate executives.
08/27/2019
Andersen Tax Adds Managing Director
Before joining Andersen Tax, Jerry was a Partner at BDO USA LLP, in the firm’s national tax office for ASC 740 & IAS 12.
08/27/2019
Ross, Sinclaire & Associates hire wealth manager
Corwin graduated from Framingham State University in Massachusetts and has more than 30 years of experience as a financial professional.
08/27/2019
Principal Global Investors appoints new head of funds business
“In addition to being a strong cultural fit, Kamal brings a seasoned understanding of evolving customer needs to help us take advantage of new opportunities to grow our global platform.”
08/26/2019
OPTrust Appoints Peter Lindley as CEO
He is a financial services industry veteran
08/23/2019
Top Merrill Broker Patrick Dwyer Leaves Amid Accusations
A spokesman confirmed that Dwyer is no longer employed at Merrill, where the advisor spent his entire career, according to his BrokerCheck history.
08/23/2019
HSBC hires Deutsche and JPM private bankers for Brazil team
Teofilo has around 20 years industry experience and had been at Deutsche for just over a year after joining its wealth division from JPM in April last year.
08/23/2019
Jefferies hires Deutsche investment banker to lead US gaming team
Rivals continue to capitalise on the ongoing restructurings at the German banking group
08/22/2019
Highview Capital makes promotions and adds new hire to investment team
Gilbert is responsible for all aspects of the firm’s investment process
08/22/2019
Blackstone Hires Senior MD for Growth Equity Investing
Most recently, Mr. Jagannath was a partner at Navab Capital Partners
08/21/2019
Bank of America Hires Technology Banker from Citi
He will join Bank of America in November and be based in San Francisco.
08/21/2019
Fired Multi-Million-Dollar Merrill Broker Joins Oppenheimer
The advisor led a team at Merrill that was overseeing around $1.1 billion in client assets
08/21/2019
CalPERS Heads Toward Restructuring Investment Committee
Board’s governance committee gave first approval Tuesday night to a plan that reduces the size of the investment committee and the number of meetings.
08/21/2019
RBC announces retirement of RBC Capital Markets and RBC Investor & Treasury Services Group Head
Mr. McGregor joined RBC in 1983
08/20/2019
Raymond James takes on $260M Merrill Lynch team
“What attracted us to Raymond James was the fact that advisors have independence and can truly own their practice and client relationships,” Creef said in a statement.
08/20/2019
A Goldman Sachs VP joined a NY macro fund that's growing in London
Most of Tenaron's London hires happened in January 2019, when the fund migrated trader Tobias Wolf from its New York office and recruited repo trader Jens Loosen from Commerzbank.
08/20/2019
Wolters Kluwer Legal & Regulatory U.S. Names Ken Crutchfield as Vice President & General Manager of Legal Markets
An experienced information and software solutions industry leader, Crutchfield brings three decades of experience to his new role.
08/20/2019
Principal Names Board of Director
Auerbach, 56, joined PayPal in 2015