05/15/2018
Coronadan Courtney Liddy Named A Managing Director With UBS
Liddy has been providing financial and wealth management services to high net worth families, foundations, and businesses for over 25 years.
05/15/2018
$800M Merrill Lynch broker jumps to J.P. Morgan Securities
Over the past year, J.P. Morgan Securities has pulled in a number of elite brokers and teams managing large books of business.
05/15/2018
David Noah to Join Evercore in July as a Senior Managing Director in the Firm's Investment Banking Business
We are extremely pleased that David has chosen to join our Firm.
05/15/2018
Steve Cohen's Point72 Hires Macro Team From Balyasny
A group of five jumped after a short stint at Balyasny
05/15/2018
UBS Head of European M&A Brizay Is Said to Join Bank of America
Laurent Dhome, the Swiss lender’s managing director for financial sponsors in Europe, is also departing for Bank of America to advise private equity clients, they said.
05/14/2018
Element Fleet Management Names Jay Forbes as Chief Executive Officer
Along with the rest of the executive leadership team at Element, Mr. Jauernig will ensure continuity and smooth on boarding for Mr. Forbes.
05/14/2018
Prior to joining Bernstein, Mr. Caprio was a Tax Consultant for Bessemer Trust
05/14/2018
Wenner has more than 17 years of financial services experience serving high net worth individuals and families.
05/14/2018
The new hires come a year after the wirehouse named Gonzalez regional president.
05/11/2018
At Rothschild Global Advisory, they will help build the firm’s growing presence globally in General Industrials, Distribution, Paper and Packaging, and reinforce the mandate of Rothschild Global Advisory to be a premier strategic advisor to companie
05/11/2018
JP Morgan Private Bank appoints new head of sustainable investing
She will be based out of the firm’s headquarters in New York.
05/11/2018
HSBC Global Private Banking, Americas Launches US-Asia Corridor Team
A group of wealth management specialists who are fluent in Cantonese and Mandarin and have personal ties to Asian culture.
05/11/2018
Fayhee has significant experience assisting multinational companies facing crises and other high-profile reputational risks.
05/11/2018
Coin/cryptocurrency exchange appoints three new directors
Makes two key senior management appointments – a new Chief Financial Officer and Senior Vice President of Technology and President of its subsidiary, ArbiPay
05/11/2018
Moore Colson Promotes Nine Senior Managers to Directors
Moore Colson, the number one ranked Best of the Best CPA and advisory firm in the United States by Inside Public Accounting, announces the promotion of nine senior managers to directors
05/11/2018
With female managing partner in the wings, Edward Jones emphasizes diversity
Penny Pennington, who's been named to succeed Jim Weddle at the start of next year, will join a handful of women in top positions at large financial firms
05/11/2018
Investment Management in Texas announces the addition of new team member
05/11/2018
It also may be reluctant to stir up UBS, which pulled out of the Protocol for Broker Recruiting in December and subsequently attempted to restrict some departing brokers from contacting their former clients.
05/10/2018
Bohart joins FORT as the firm continues to grow following a minority investment by Petershill II, an investment fund managed by Goldman Sachs Asset Management, in late 2015.
05/10/2018
Under Goshtigian’s leadership, EP Wealth began an acquisition strategy with the goal of increasing scale as a means to enhance and expand its service offerings to clients.