05/11/2018
With female managing partner in the wings, Edward Jones emphasizes diversity
Penny Pennington, who's been named to succeed Jim Weddle at the start of next year, will join a handful of women in top positions at large financial firms
05/11/2018
Investment Management in Texas announces the addition of new team member
05/11/2018
It also may be reluctant to stir up UBS, which pulled out of the Protocol for Broker Recruiting in December and subsequently attempted to restrict some departing brokers from contacting their former clients.
05/10/2018
Bohart joins FORT as the firm continues to grow following a minority investment by Petershill II, an investment fund managed by Goldman Sachs Asset Management, in late 2015.
05/10/2018
Under Goshtigian’s leadership, EP Wealth began an acquisition strategy with the goal of increasing scale as a means to enhance and expand its service offerings to clients.
05/09/2018
Londoño spent four years as a relationship manager at BTG Pactual and previously ran the trading desk at local firm Alianza Valores.
05/09/2018
“We owe Barry a great deal of gratitude for his contributions to the bank over the years, including building a leading global prime finance platform, forging strong relationships with hedge fund founders, principals, and CIOs,”
05/09/2018
The duo left Merrill Lynch this month to set up their own shop which has been acquired by a growing independent advisory firm.
05/09/2018
Prior to joining G2 Insurance Services, Paul spent nine years in positions of increasing responsibility with The Travelers Companies
05/09/2018
A Credit Suisse spokesman confirmed the contents of the memo but declined to comment further on the hires.
05/08/2018
She will be based in Boston and report to Rory Tobin, global head of SPDR ETFs, State Street Global Advisors said.
05/08/2018
Raj Dhanda, who led investment products and services for Morgan Stanley’s wealth management division, joined Black Creek Group in 2016.
05/08/2018
Nancy Fahmy will head the new unit created from the merger of the Specialty Asset Management and Alternative Investments groups.
05/08/2018
Gordon Knuth joins Milwaukee office
05/08/2018
Venice’s Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.
05/07/2018
Cateriano will bring roughly two decades of experience in private equity funds to his leadership role at ColCapital
05/04/2018
This is the latest of a number of Credit Suisse hires by Itaú after it brought over traders from the Swiss group for the launch of a new offshore hub for high-end investors earlier this year.
05/04/2018
She will report to Matthew DeSalvo, Head of Equities.
05/03/2018
Unique Wealth Advisory Firm Strengthens Resources
05/03/2018
Previously, Savasta was at the Michael Dell-affiliated MSD Partners, where Savasta was a managing director and co-head of the Strategic Investment Group.