07/10/2018
Carillon Tower Advisers poaches top sales execs
We welcome these deeply experienced additions and are confident their relationships and expertise will help Carillon bring innovative, customized solutions to our clients
People Moves
07/10/2018
Bernstein Private Wealth taps new head of endowment, foundation services
We believe endowments and foundations can do better by working directly with an investment manager who understands their unique needs, and can integrate strategy and implementation
07/10/2018
Bel Air gatekeeper joins investment bank
In his new role, he will assist in strategic advisory and M&A activity, according to an Echelon Partners newsletter.
07/10/2018
Former Deutsche Bank Executive Joins Global law firm
Prior to joining the Firm, Saltzman was Deutsche Bank's Americas Head of Global Transaction Banking and Payments.
07/10/2018
Oppenheimer Bolsters Technology Investment Banking Practice
Pham's hiring is an important development in Oppenheimer's continuing expansion of its Global Technology Investment Banking team
07/10/2018
Performance Trust Announces Expansion of Investment Banking Group
Today, intense competition and advances in technology, product commoditization, and industry consolidation demand integrated solutions that consider the whole picture.
07/09/2018
Bitcoin exchange brings on NYSE technology chief
"Rob is a tremendous addition to our team," Gemini chief executive and co-founder Tyler Winklevoss said in a release.
07/04/2018
Orrick Grows New York Finance Practice
David Schwartz joined the firm’s M&A and private equity practice from Hughes Hubbard & Reed in April.
07/03/2018
Goldman Sachs Promotes Two In Private Wealth Business
Osborn has more than 20 years of experience serving Goldman Sachs’ clients in the United States and Europe.
07/03/2018
Key Private Bank bolsters investment management team
Mateyo joined the bank in December 2016, replacing Tim Swanson who served as chief investment officer for two non-consecutive two-year periods.
07/03/2018
Itaú Chile AM fixed income head joins BTG Pactual
At Itaú, he worked alongside equities head Brian Chase and allocation chief Alejandro Glucksmann to run the firm’s locally-domiciled mutual funds.
07/03/2018
Capital One poaches Bank of America MD to launch new M&A business
Capital One has previously provided financing for deals but this is its first official foray in into pure M&A advisory.
07/02/2018
Raymond James Chooses New Leader of Private Client Group
Scott Curtis, the president of Raymond James Financial Services, was tapped to oversee all of the firm’s domestic advisory business.
07/02/2018
Citi Private Bank Brazil directors exit to join local firm
Pereira, who served as business development director at Citi’s private bank in Brazil, will focus on prospecting and attracting new clients within the ultra-high net worth and family office spaces
07/02/2018
Vontobel strengthens wealth management for North American investors
The four wealth management experts who are joining VSWA in July 2018
06/29/2018
PIMCO adds head of corporate development
Mr. Riendeau will be based in PIMCO’s New York office and will report to John Kirkowski, Managing Director and co-Chief Financial Officer.
06/29/2018
Raymond James Names Head Of All Private Client Units
Raymond James also promoted RJFS national director Jodi Perry as president of the firm’s independent contractor division.
06/29/2018
Gavriani-Falcone Team Joins Engel & Völkers NYC
Top Producing, Full-Service Team Joins International Brokerage
06/28/2018
Citi Private Bank scores gatekeeper from Securian
He is based in the greater Philadelphia area and reports to Evan Ratnow, head of fixed income manager research.
06/28/2018
Piper Jaffray Expands Fixed Income Services to Serve High-Net-Worth Investors
Pat joining our team means we are now able to connect the full spectrum of institutional client to private client