05/02/2018
While Robledo’s hire was already in the works when Gross joined, it is understood Gross will continue to build up his team and is currently in talks to bring more investment counselors on board.
05/02/2018
BMO said Walker will spearhead its wealth and investment strategies for Wisconsin, Minnesota and northwest Illinois.
05/02/2018
Lewis will remain president of the Houston business in addition to his new role as regional managing director for the whole state, effective June 1, the company says.
05/02/2018
Crypto Asset Management (CAM) has appointed two new executive officers – David Mathews will serve as Chief Legal Officer and Kyle Chaykowski as Chief Financial Officer. Both will be based in CAM's La Jolla, California office.
05/01/2018
Velez is a longtime wealth advisory client specialist with experience serving international clients, particularly in South America
04/30/2018
Esposito was most recently a senior vice president and co-head of global sales and marketing for TT International, a UK-based investment manager.
04/30/2018
Prior to joining Maxim Group, Ms. Palomeque was a Senior Research Analyst covering the Biotechnology sector at Noble Life Science Partners and WallachBeth Capital.
04/30/2018
Beginning his career as a financial advisor, he joined Northern Trust in 2005 as a Wealth Advisor.
04/30/2018
What makes the move notable is that both Morgan Stanley and UBS left the Protocol late last year—after each severely tightening their recruiting budgets—and subsequently sued brokers to prevent them from calling former clients.
04/30/2018
BMO Wealth Management's clientle is primarily high net worth individuals and families.
04/29/2018
The hiring is one in a string of recent additions by UBS' investment bank in the US, which is undergoing a push to ramp up its dealmaking presence.
04/27/2018
Evan Minsky has joined as Analyst, Public Equities, with 12 years investment experience and was formerly at 1832 Asset Management (Dynamic Funds) in a similar capacity. Evan Minsky has joined as Analyst, Public Equities, with 12 years investment experienc
04/27/2018
Hancock Whitney appoints Director of Private Wealth Management
Earlier in his career, he rose to key leadership roles in consumer and business banking, credit administration, and product development at Regions Financial Corporation.
04/27/2018
The 81-year-old investment guru has hired two of the American investment house's most well known and respected fund managers
04/27/2018
Sentinel Trust appoints new board member
He also served as a regulatory liaison to the Federal Reserve Board, the Comptroller of the Currency, the Consumer Financial Protection Bureau, and European Central Banks.
04/27/2018
Industry Vet Brings Deep Experience in Driving Growth, Innovation, and Organizational Effectiveness
04/26/2018
Mr. Ketchen earned a Bachelor of Science from Boston College and his Juris Doctor from The University of Connecticut School of Law.
04/26/2018
Silicon Valley-based Independent Wealth & Investment Management Firm Expands Investment Team
His career includes senior roles managing risk at some of the top hedge funds such as Balyasny Asset Management LP and Man GLG.
04/26/2018
The firm has €161 billion ($198.5 billion) in assets under management.
04/26/2018
Mr. Kraska will remain at LaSalle in an advisory role until the end of the year.