06/21/2018
J.P. Morgan Hires Veteran NY Wirehouse Broker Managing About $500 Million
He was joined by his business partner, Patrick M. Murphy, whose Morgan Stanley biography says he has more than 15 years of experience
People Moves
06/21/2018
Oxford Financial Group Adds New CIO
Nogues will assume leadership of the firm’s investment management team
06/21/2018
With IBD competition heating up, firms poach executives from rivals
The firms announced the appointments on June 19 as competition and consolidation roil the industry.
06/21/2018
Hedge fund Tourbillon hires Berman as president
In the first five months of 2018, the average hedge fund returned 1.5 percent, data from Hedge Fund Research shows.
06/21/2018
Foresight Wealth Management Names JD Slatter As Partner
He will also provide investment solutions to individuals and businesses.
06/21/2018
Webster Bank hires Colin Gillespie as SVP of brand marketing
As an advocate for volunteering with organizations that provide opportunity for others, Gillespie serves as a Strategic Fellow with LEAP Innovations
06/21/2018
Mintz Levin Adds Experienced Corporate Attorney in San Diego
Scott Stanton Joins as a Member from Morrison & Foerster
06/20/2018
Marc Lorin joins Coquest Advisors as Director of Strategic Relations
In that role, he was responsible for overseeing the sales team and approach to hedge fund managers and institutional investors, such as pension funds and family offices.
06/20/2018
Atria Wealth Solutions Expands Management Team
Travis Grimm joins as Head of Program Management where he will lead program management, business analysis and project execution.
06/20/2018
Irene Kung Joins Wilmington Trust as Senior Investment Advisor in Los Angeles Office
Kung is responsible for developing customized investment portfolios for clients based on their unique parameters for risk, return, liquidity, and other factors
06/20/2018
MoneyLion Appoints Jon Stevenson as New Head of Wealth Management and Banking
Industry veteran to help accelerate MoneyLion’s expansion of personal financial solutions to all
06/20/2018
First Republic gatekeeper exits for Vontobel
Jon Cusa has joined New York-based Vontobel Asset Management, Inc.
06/20/2018
IMCO hires pension management veteran Jean Michel as new CIO
To take action on this plan, IMCO is bringing in pension management veteran Jean Michel as CIO.
06/20/2018
Goldman Hires Barry's Bootcamp Banker Kapoor From Moelis
A Moelis spokesman declined to comment. Business Insider reported the hiring earlier Tuesday.
06/20/2018
Raymond James Continues to Strengthen Investment Banking Energy Services Expertise
Raymond James' powerful North American footprint in energy services starts with a dedicated Energy Investment Banking team and 15 equity research analysts covering 239 energy companies in Canada, the United States and Europe.
06/19/2018
Merrill Loses Manager in Wealthy Connecticut Complex
Flaherty is expected to join another large firm in a big East Coast city after a garden leave, one source said.
06/19/2018
RBC executive behind bank's fight against high-frequency trading to depart
Greg Mills exits as RBC Capital Markets is in the midst of a reorganization following the promotion of Derek Neldner to head global investment banking
06/18/2018
Top hedge fund chooses junior banker as it builds its equities team
An M&A banker by training, Largman started his investment banking career with Citi in 2012 and moved to Moelis & Company as analyst in 2014.
06/15/2018
Waller Adds Four Attorneys in Nashville
As our clients across all industries continue to grow, Waller follows suit to meet their legal needs
06/14/2018
BNY Mellon Wealth Management Names Chuck Long As A Regional President Of Los Angeles
Chuck's wealth of experience, industry knowledge and ability to build multi-disciplined teams will tremendously benefit our clients and continue to promote growth in LA," said Kennedy.