06/01/2017
Longtime Wells Fargo Wealth Executive Carroll To Retire
This is a personal decision to kind of get on with another chapter of my life.
People Moves
06/01/2017
Natixis Adds Marla Skeffington as Vice President of Retirement Strategies
Previously, she worked for Western Asset Management as an Institutional Sales Executive.
05/31/2017
Merrill Lynch WM boosts team with JP Morgan hire
In his role at Merrill Lynch, he will collaborate with Andre Mendes and Pedro Paulo Silva, Merrill’s largest Brazil team serving the LatAm UHNW market.
05/31/2017
NAB Asset Management taps McBride for new North America director position
Jim joins Brooks Hamblett in NAB Asset Management’s New York office.
05/31/2017
UBS Asset Management appoints head of product strategy and innovation
Mr. Jones will be based in New York and report to Bill Ferri, head of asset management Americas, products and solutions.
05/30/2017
Deutsche Hires Tax Structuring Expert to Join Investment Bank
He is the seventh managing director Deutsche Bank has hired in its Americas corporate finance group, as well as the second for its Americas mergers team.
05/30/2017
Deutsche Bank Hires Jeffrey Mensch for M&A
His experience includes some of the most notable deals of the past few years spanning healthcare, technology, media and natural resources.
05/30/2017
Glenmede Hires Jordan Savitch as Managing Director, General Counsel and Director of Business Assurance
He will oversee the Company’s legal, compliance, internal audit and enterprise risk management operations and serve as a member of the Company’s Management Committee.
05/30/2017
Deutsche Bank Hires Global Head of Financial Technology
He also holds a diploma in piano and composition from the Conservatory of Florence.
05/29/2017
David Hogan Named Market Executive for Merrill Lynch’s Philadelphia Metro Market
Dave’s more than 33 years of experience will enhance our team’s ability to stay one step ahead and continue to provide personalized wealth management strategies and holistic advice and guidance to help clients with all aspects of their financi
05/29/2017
Arida to leave Brazilian investment bank BTG's board
In a statement to the market, BTG Pactual described Arida's decision as personal and said he would sell his stake in the bank in the coming months.
05/28/2017
Departures signal a changing of the guard in HFT
Quantlab’s Smith is looking for ‘fun’ elsewhere and he is not the only one
05/25/2017
Blackstone names head of $40bn infrastructure fund
Private equity firm picks internal dealmaker to run its new infrastructure business, which could reach maximum spending power of $100bn
05/25/2017
Miracle Mile Advisors Expands Team
He built his financial advisory practice at Northwestern Mutual, where he specialized in estate and philanthropic planning for his clients concerned with creating and leaving meaningful legacies.
05/25/2017
Wilmington Trust boosts Atlanta Wealth Office
Beilstein will provide wealth management advice to high-net-worth clients including families, entrepreneurs, business owners, and foundations and endowments.
05/24/2017
Boston Private Continues Expansion of Its Wealth Management Team
He will be responsible for developing and implementing comprehensive private banking, investment and wealth management plans for clients.
05/24/2017
RBC recruits $308M adviser from Morgan Stanley
While at Morgan Stanley, Roberts generated $1.4 million in annual revenue, RBC says.
05/24/2017
Rothschild Hires JPMorgan, Deutsche Bank Dealmakers in U.S. Push
“The commitment to growing in the U.S. is real.”
05/24/2017
Boutique IP Firm Nabs Fox Rothschild Atty For Tech Team
Dennis Carleton, whose hiring was announced May 17
05/24/2017
Bank of Montreal Boosts Board of Directors
On April 7, the Board announced its intention to appoint Mr. White