06/07/2018
Natixis Announces Senior Appointments to CLO, Middle Market Finance and Global Structured Credit Solutions Business
Extends track record of strong growth, development and tenure of key executives
People Moves
06/07/2018
Clifford M. Sladnick Joins TAG Financial Institutions Group as Managing Director and Head of Chicago Office
Mr. Sladnick has a distinguished and unique 37-year career which includes roles as a CPA
06/06/2018
CIBC Adds Two Bankers In Denver
Rooney will work with middle-market companies on lending and deposit solutions.
06/06/2018
Ex-BlackRock VP joins ambitious crypto asset manager
Prior to Commonfund, she worked at iShares for more than five years
06/06/2018
Connecticut investment officer resigns after 10 days
Nappier praised Crawford's "hands-on experience" and "depth of knowledge" at the time of his hiring.
06/06/2018
Merrill Trio in Midwest Bolts to J.P. Morgan
J.P. Morgan, whose retail brokerage roots lie in its parent’s financial crisis-era purchase of Bear Stearns & Co., has been building its small force of about 400 advisors
06/06/2018
Metaurus Advisors appoints senior MD and Partner
He has served in senior management roles with Los Angeles- and Hawaii-based investment advisory firms.
06/06/2018
Stifel names former Merrill CIO as new investment head
Prior to this, he spent over 18 years at Wilshire Associates where he held various roles including chief investment officer and head of the firm’s Wilshire Funds Management Group.
06/06/2018
Stifel taps insider to fill CIO role for BD unit
He will lead the team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel’s Private Client Group.
06/05/2018
Foresters Financial Strengthens Management of First Investors Global Fund
Pedro Marcal will take on the newly created position of Director of International Equities
06/05/2018
Castle Ridge Asset Management tasks Former JP Morgan Managing Director, Edwin Li, to Expand Artificial Intelligence Fund
Edwin holds an H.B.A. with Distinction from the Richard Ivey School of Business and was one of the youngest Managing Directors promoted at JP Morgan during his tenure.
06/04/2018
John Morey Joins Fiduciary Trust’s Leadership Team
Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its leadership team with the addition of John P. Morey in the newly-created position of Vice President, Head of Client Service
06/04/2018
Atlanta wealth management firm Balentine expands leadership team
Prigge, also a founding partner at Balentine, heads the firm’s relationship management team.
06/04/2018
Pershing Square's Fraidin to join Cadwalader as M&A lawyer
Fraidin is leaving the activist hedge fund which generally makes only about a dozen long-term investments
06/01/2018
Inteligo AM boss joins Lima-based family office amid growth drive
Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.
06/01/2018
Chubb Strengthens Energy Industry Practice with Leadership Appointments
Brad Watson and Barton Porter to Lead Chubb's Mid- and Large-Market Industry Segments, Respectively David Barclay to Retire from Chubb in June
06/01/2018
CAPTRUST boosts board of advisors
Leveraging the Board's collective wisdom enables CAPTRUST to withstand ongoing growth opportunities and enhance its service offerings.
06/01/2018
Andbank fund selector exits to join Uruguay WM
The firm is made up of eight people and also has a Buenos Aires-based advisory firm called The Investment Company.
06/01/2018
Janney hires 3 advisors, including $133M father-son duo
A Janney spokeswoman did not immediately respond to a request for the advisor's AUM.
06/01/2018
BlackRock recruits DFA veteran to lead iShares distribution
At DFA, Lane was responsible for the strategic development and global distribution of retirement solutions.