12/05/2018
Blake Pontius Named Director of Sustainable Investing for William Blair Investment Management
Blake joined William Blair as an Institutional relationship manager in 2005
People Moves
12/05/2018
Bank of America names two executives to replace late wealth management head
The two new leaders bring different perspectives to the management team
12/05/2018
ButcherJoseph Launches Wealth Advisory Division; Wall Street Veterans to Join Nancy Tengler
Tengler was most recently Senior Vice President, Chief Investment Officer, and Heartland Investment Committee Member of Heartland Financial USA, Inc.
12/05/2018
Bank of America names two executives to replace late wealth management head
Bank of America Corp added two executives to its management team to fill the role left by former global wealth management chief Terry Laughlin, who passed away unexpectedly in October, the bank said in a statement on Tuesday.
12/05/2018
William Blair names Director of Sustainable Investing
Blake joined William Blair as an Institutional relationship manager in 2005 and has been a portfolio specialist on the global equity team for the past eight years.
12/05/2018
AIG Appoints Mark D. Lyons Chief Financial Officer
Mr. Duperreault stated: Since his arrival at AIG, Mark has made an immediate and positive impact on our company.
12/04/2018
Jarislowsky Fraser Announces Executive Appointments
In his role as Vice-Chairman, he will continue to play a leadership role in guiding the firm's strategic growth.
12/04/2018
Jarislowsky Fraser names president, CEO
Jarislowsky Fraser, which has C$40 billion ($30.2 billion), was acquired May 1 by the Bank of Nova Scotia.
12/04/2018
Freshfields Adds Leading White Collar Lawyer in the United States
He is the latest significant addition to the team
12/04/2018
Santander Bank Names David Harnisch Head of Commercial Banking
Prior to joining Santander, Harnisch held a variety of leadership roles in the banking and finance industry
12/03/2018
Advisors ditch Wells Fargo for rivals RBC and Ameriprise
Sean Phillips joined RBC Wealth Management from Wells Fargo Advisors with 18 years of industry experience, according to RBC.
12/03/2018
Wells Fargo Loses 3 Advisors to Stifel
The three new hires represent a total of $479 million in client assets.
11/30/2018
Barclays Appoints Alex Shterenberg as Global Head of G10 and EM eFX Trading
Mr. Shterenberg joins Barclays with almost 20 years of industry experience
11/30/2018
Andersen Global Announces Expansion of Global Board
The global association has a presence across seven countries throughout the continent, with plans for continued expansion within the region in the next 12 months.
11/30/2018
Wilshire Funds Management Enhances Growing Alternatives Business with Senior Hires
I look forward to working alongside Jason and his team to further enhance the firm’s already strong alternatives offering, and am excited about what we can deliver to Wilshire’s clients.
11/29/2018
The Carlton Group names new CEO
The Carlton Group was one of the first mortgage finance companies to broker securitised loans, and in 1998 right before Campbell was joining, the firm put a major emphasis on raising equity capital.
11/29/2018
RBC GAM adds to US distribution team
In his eight years at T Rowe Price, he helped to build one of the company’s leading defined contribution and sub-advisory businesses.
11/29/2018
Nomura Hires Florian Bita for CLO Origination and Syndication in the Americas
Gordon Sweely, Head of Securitized Products Americas, said: “I am pleased to announce Florian’s decision to join the Nomura team.
11/28/2018
Boston Private Enhances Private Lending Services with Strategic Hire
We’re thrilled to welcome Karen to Boston Private
11/28/2018
Marcus Schenck Joins Perella Weinberg Partners as Partner
Marcus Schenck has more than 20 years of experience serving in various senior executive roles at leading companies, financial institutions and top advisory firms.