05/21/2018
Raymond James Expands Asian Coverage with Multiple Appointments
Dennis Zhang, CFA, has been hired as a Managing Director responsible for Asian coverage and will be based in San Francisco.
People Moves
05/21/2018
Liberty Wealth Management expands team
"Im excited for this new challenge and to continue serving the great people of this community," Schneider said.
05/21/2018
Mizuho Americas Hires Paul Sankey, Top-Rated Oil & Gas Analyst
Sankey is a UK graduate of the University of Manchester, and Ampleforth College.
05/21/2018
Cohen Probe Trips Up Bridgewater Plan to Name New Board Member
Former Novartis CEO Joseph Jimenez, a candidate for Bridgewater’s board, helped direct $1.2 million to President Trump’s personal attorney
05/18/2018
MUFG Promotes Lindenberg to Lead Investment Banking Group for the Americas
"This is a well-deserved promotion for Jon," said Cronin. "With more than 30 years of experience and a strong record of accomplishment, I am confident he can successfully lead our investment bank on the next phase of its journey.
05/18/2018
Schroders LatAm senior sales manager to join BlackRock
At Schroders, Rosemberg oversaw relationships with high net worth clients in private banking and financial advisory in Latin America, excluding Brazil and Mexico, from his base in Santiago.
05/18/2018
Kestra Private Wealth Services recruits experienced breakaway team
The team, previously affiliated with Wells Fargo Advisors, oversees $300 million in assets under management.
05/16/2018
Wells Fargo Advisors Loses More FAs to Raymond James
"We’re very pleased to welcome Wayne and Steven, who share our values and longstanding philosophy that clients’ interests come first,"
05/16/2018
Boston Private Wealth Names CIO, COO
Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.
05/16/2018
Wealth Managers Join First Republic in San Francisco and Boston
Wenner will work in First Republic’s San Francisco office at 111 Pine Street and Beard will be located at 160 Federal Street in Boston.
05/16/2018
Thirty Year Banking Veteran Sara Moran-Sam Hired to Lead Professional Bank's Dadeland Expansion
Moran-Sam brings with her over thirty years of banking experience in South Florida.
05/15/2018
Baird snaps up 2 Wells Fargo advisors with more than $550M in assets
The new hires are the latest additions to the firm’s wealth management segment. In early 2018
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
Cameron A. Caprio Joins Bernstein's Miami Office as Financial Advisor
Prior to joining Bernstein, Mr. Caprio was a Tax Consultant for Bessemer Trust
05/14/2018
Wealth Managers Join First Republic in San Francisco and Boston
Wenner has more than 17 years of financial services experience serving high net worth individuals and families.