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People Moves

04/19/2018

Wolters Kluwer hires in Canada to further strengthen Finance, Risk & Reporting offering

Wolters Kluwer has had a continuous presence in Canada for more than a decade

04/19/2018

Matt Zames Named President of Cerberus Capital Management

Private-equity firm names Frank Bruno as co-CEO alongside co-founder Stephen Feinberg

04/19/2018

Scupham Named President of Ivy Distributors, Inc.

Appointment leads management restructuring of distribution entity

04/19/2018

Wolters Kluwer hires Carnevalel to bolster Canadian business

He has also held senior sales positions at Calypso Technology and Thomson Reuters.

04/19/2018

Cerberus Names Ex-JPMorgan Executive Matt Zames as President

Zames had been seen as possible Deutsche Bank CEO candidate

04/18/2018

Kyle Schmidt, CFP Joins BIP Wealth

Former Pro Baseball Player Brings Strong Experience in Private Wealth Management, Family-Office Style Investing

04/18/2018

J.P. Morgan Expands Beta Strategies Team with Hire of Alistair Lowe

"This is a growth business for J.P. Morgan Asset Management, and this addition will help us accommodate the continued expansion of our offering."

04/18/2018

OZ Management Appoints Thomas M. Sipp Chief Financial Officer

Mr. Sipp received a B.A. in Finance from Alfred University and an M.B.A from the University of Pittsburgh.

04/18/2018

Raymond James Chief Operating Officer Dennis Zank to Retire as COO

He will continue to be affiliated with the firm as a financial advisor in a local branch following a transition of duties.

04/18/2018

Denise Fiacco joins Instinet Quantitative Trading Strategy Group

She has also held similar roles in quantitative strategy and algorithmic trading at Goldman Sachs and Credit Suisse.

04/17/2018

Cantor Brokerage Chief Matthews Leaves to Start a Hedge Fund

Matthews, 51, isn’t being replaced, according to a person with knowledge of the decision who asked not to be identified discussing internal deliberations.

04/17/2018

FINRA names CEO of Janney Montgomery Scott to board

For his part, Scheve said he was "excited" to serve on the board and support FINRA's regulatory work.

04/17/2018

Rodney Allain Joins Legg Mason as Head of Retail Sales Desk and Business Development Channel

Prudential Alum Brings Over 20 Years of Sales Experience to Legg Mason Distribution

04/17/2018

Geneos Wealth Management Inc. Joins cleverDome Inc.

Companies Take Proactive Steps to Protect Confidential Client Data from Cyber Threats

04/17/2018

Veteran UBS Reps with $2B in Assets Go Indie

UBS could indeed go after the brokers in this case, sources tell the website.

04/17/2018

Wells Fargo loses steam in commercial lending as rivals pounce

Although the banks define C&I loans somewhat differently, their reports track government data showing Wells falling behind over the past five years from a near-tie with Bank of America and losing ground to JPMorgan.

04/16/2018

HSBC appoints Head of Commercial Banking in Qatar

Qatar is an exciting market, with local clients expanding their businesses internationally and overseas clients establishing a presence or strengthening operations in the country.

04/16/2018

Veteran Merrill Lynch FAs Join Kestra

Kestra has been successfully luring advisors from rivals in recent months.

04/16/2018

Northern Trust Strengthens New York Wealth Management Team

Chahin Pahlavi joins the Wealth Management’s Private Banking Team

04/16/2018

Jupiter expands team ahead of US long/short fund launch

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