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People Moves

01/22/2018

Matt Bagwell to Lead Asset Management for Monarch Private Capital

“We look forward to Matt helping to strengthen MPC’s asset management team, which will further benefit MPC’s investors.”

01/22/2018

Northern Trust Asset Management names head of funds, managed accounts

A spokeswoman for Hartford said the firm does not comment on personnel matters.

01/19/2018

Blackstone's Hill hands hedge fund reins to McCormick

By installing a younger chief at the hedge fund unit, which makes up roughly one-fifth of the company’s assets, Blackstone is laying the groundwork for a generational shift

01/19/2018

Twin Capital Management appoints co-CIO

Horgan started his career on Wall Street at Banc of America Securities as an investment banking analyst in 2006.

01/18/2018

BakerHostetler adds securities litigation defence attorney in Seattle

Trailblazing lawyer will lead firm's Securities and Governance Litigation team

01/18/2018

Eight new international partner promotions at International law firm

Withers also appointed eight lawyers in Hong Kong, UK and the US to partner in July 2017

01/18/2018

Lovell Minnick announces new leadership roles and promotions

LMP also announced the promotion of Brad Armstrong, Jason Barg and Trevor Rich to Partner.

01/18/2018

Bank of America loses its second head of tech and media banking in less than a year

Zakkour joined the bank in 2013 after eight years at J.P. Morgan Chase, including the last two as global vice chairman of investment banking

01/18/2018

CalSTRS Director of Corporate Governance Set to Retire

Anne Sheehan was the pension fund’s first ever corporate governance director

01/18/2018

Merrill Edge Added 200 New Advisors in 2017, With More to Come

According to WealthManagement.com, of the new hires, 202 joined Merrill Edge, while 333 came on board at Merrill Lynch and 25 joined U.S. Trust or Merrill Lynch in client-facing roles.

01/17/2018

Senior Executive Returns to Elite Global Professional Services Firm

Managing Partner Derrick Gordon Brings a Depth of Experience to Brooks International

01/17/2018

Ex-Merrill Lynch Manager Ends up at JPMorgan

A spokeswoman for JPMorgan Chase declined comment to InvestmentNews about the firm’s plans in the wealth management space.

01/17/2018

Union Bank adds executives in San Francisco office

Hamilton joins from Pioneer Wealth Partners LLC, where she most recently served as a director of strategic alliances

01/17/2018

The Private Bank Strengthens San Francisco Team

"These appointments will allow us to further grow our client base in San Francisco, an important market in which we continue to invest,"

01/17/2018

Merrill Lynch loses 2 advisors to J.P. Morgan Securities

Holstead ranked no. 55 on Barron's top advisors in Texas list in 2016, which pegged him approximately $1.9 billion in assets

01/16/2018

Ex-Morgan Stanley FA Slapped with Restraining Order Loses Job

Glazer is no longer registered with a broker-dealer, according to his BrokerCheck profile cited by the website.

01/16/2018

Rising star at Merrill in New York lands at JP Morgan Chase

She "will oversee our branch and wealth management teams in the Tri-state area and help drive the transformative initiatives we have under way to evolve how we serve customers," according to the memo.

01/16/2018

Insight Venture Partners Promotes Three to Managing Director

Insight Venture Partners' team is more than 130 professionals strong, with over $18 billion raised, and has overseen investments in more than 300 companies across the globe.

01/16/2018

Sheppard, Mullin, Richter & Hampton boosts Corporate practice group

He also has deep experience counseling clients on Investment Adviser Act compliance issues.

01/15/2018

Two portfolio manager appointments

Empire Life and Canaccord Genuity announce recent hires

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