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People Moves

10/18/2017

BBH Expands Private Banking Leadership

Private Banking is a substantial and important business for BBH, tracing its roots to the founding of our firm.

10/18/2017

Wilmington Trust expands wealth management services throughout Western New York

Wilmington Trust Promotes Patricia Farrell to Managing Director of Buffalo and Rochester Markets

10/18/2017

Miguel Roman Joins Cowen’s Investment Banking Leveraged Finance Group

Cowen’s investment banking professionals bring tailored solutions and unbiased advice to corporate clients rather than leading with a product first approach.

10/18/2017

LPL Financial hires Wells Fargo veteran as chief investment strategist

Lynch will report to Chief Investment Officer Burt White, who is also based in Fort Mill.

10/18/2017

BNY Mellon Wealth Management Names Keith N. Franks as Senior Wealth Manager in Winter Park, Florida

Prior to GenSpring, Franks was an investment strategist at ING Finanacial Partners.

10/16/2017

Vannin Capital announces three senior appointments in the United States

These key appointments will make recommendations on future US investments.

10/16/2017

Optimize Wealth Management adds Industry Veteran Warren MacKenzie as their Head of Financial Planning

He is a regular contributor to various media publications such as The Financial Facelift in the Globe and Mail as well as the Money Saver magazine.

10/16/2017

Stephanie Braming Appointed Global Head of William Blair Investment Management

She has been a member of Investment Management’s extended leadership team

10/16/2017

Their father worked for Raymond James, but sisters quit for Ameriprise

The group oversaw $141 million at their former employer, according to Ameriprise.

10/16/2017

Linklaters boosts New York with Mayer Brown team hire

Doug is a leading OTC derivatives lawyer who represents both buy and sell-side institutions

10/13/2017

Credit Suisse on front foot post Stock; mandated on Icebreaker

The privately held company has annual revenue of $NZ220 million.

10/12/2017

Wells Fargo hires Barclays’ compliance chief

The number of fake accounts could be significantly higher than previously thought.

10/12/2017

Greenberg Traurig Expands Key Practices in L.A., Denver

Berkowitz joins in the Land Use and Land Development, and Real Estate practices in the firm’s Los Angeles office.

10/12/2017

TD Announces Changes to Senior Executive Team

The following executive changes are effective November 1, 2017, and all report to Mr. Masrani.

10/11/2017

Andersen Global Announces Advisory Council

Established in 2014 by U.S. member firm Andersen Tax LLC, Andersen Global has more than 2,200 professionals worldwide

10/11/2017

ETC Announces the Addition of Matthew Shatz, Managing Director, Prime Services

He brings with him an impeccable reputation for developing a strong client base, enabling customers to grow their businesses while increasing firm revenue.

10/11/2017

City National adds two execs

Veterans with combined 60 years of experience coming from Regions, U.S. Trust

10/11/2017

Harvest Global appoints Regis Dale as CEO

Harvest Global Investments in London and Bank of America Corp’s Bank of America Merrill Lynch in Hong Kong.

10/10/2017

Gina McCafferty Returns to Cutter Associates as Principal

Cutter Associates appoints Gina McCafferty to lead newly created Wealth practice

10/10/2017

Simon Scales Joins K2 Intelligence Business Investigations Practice

K2 Intelligence's presence in London, and throughout EMEA, continues to grow as our clients are facing a time of significant global disruption.

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