06/20/2018
Kung is responsible for developing customized investment portfolios for clients based on their unique parameters for risk, return, liquidity, and other factors
06/20/2018
Industry veteran to help accelerate MoneyLion’s expansion of personal financial solutions to all
06/20/2018
Jon Cusa has joined New York-based Vontobel Asset Management, Inc.
06/20/2018
To take action on this plan, IMCO is bringing in pension management veteran Jean Michel as CIO.
06/20/2018
A Moelis spokesman declined to comment. Business Insider reported the hiring earlier Tuesday.
06/20/2018
Raymond James' powerful North American footprint in energy services starts with a dedicated Energy Investment Banking team and 15 equity research analysts covering 239 energy companies in Canada, the United States and Europe.
06/19/2018
Flaherty is expected to join another large firm in a big East Coast city after a garden leave, one source said.
06/19/2018
Greg Mills exits as RBC Capital Markets is in the midst of a reorganization following the promotion of Derek Neldner to head global investment banking
06/18/2018
An M&A banker by training, Largman started his investment banking career with Citi in 2012 and moved to Moelis & Company as analyst in 2014.
06/15/2018
As our clients across all industries continue to grow, Waller follows suit to meet their legal needs
06/14/2018
Chuck's wealth of experience, industry knowledge and ability to build multi-disciplined teams will tremendously benefit our clients and continue to promote growth in LA," said Kennedy.
06/14/2018
Appoints Ed Riley as Head of Equities for the Americas
06/13/2018
“This is part of our global strategy to service fund managers no matter where they are in the world,” said Harvey Kalman, Executive General Manager, Corporate Trustee and Fund Services, Equity Trustees.
06/12/2018
Sontag Advisory is a registered investment firm with approximately $5 billion in assets under management.
06/12/2018
Mr. King has more than 18 years of experience in both the group and voluntary benefits arena.
06/12/2018
Joining the advisers are Pamela Miller, senior registered client service associate, and Blake Caldwell, registered client service associate.
06/12/2018
Studd has already played a key role in the design of a range of Target Date Funds, which Schroders launched exclusively for the Canadian defined contribution market last month.
06/12/2018
Michael Mollica to Lead North America Retail Financial Institutions
06/11/2018
Mulligan will be principally responsible for developing and enhancing Rockefeller’s product platform for advisors and clients.
06/08/2018
Asset management head Ulrich Koerner is pivoting toward passive strategies, sustainable investing, and a push toward China.