09/29/2017
Allianz Global Eastern Divisional Sales Manager Joins Advisors Asset Management
Gregory Shannahan Hired as Director of Internal Sales
People Moves
09/28/2017
BNY Mellon Wealth Management Appoints New Regional President in Newport Beach Office
She earned a master of business administration from Pepperdine University.
09/28/2017
Former White House CIO Joins COBINHOOD as Strategic Advisor
Tony Scott to advise world’s first ZERO fee, high-frequency cryptocurrency platform on blockchain and global regulatory landscape
09/27/2017
UBS’s head of fixed income structuring has left for HSBC
MacKenzie is a rare senior hire at HSBC, which has been losing managing directors in both the U.S. and UK over the past few months.
09/27/2017
Schultze Asset Management appoints Global Head of Strategic Business Development
He was Managing Director at Rotella Capital Management, LLC.
09/27/2017
Raymond James names Jim Bunn co-president of global equities
Currently, Bunn is head of investment banking, and in his new role he will work with president Jeff Trocin.
09/26/2017
Princeton's Mercadien Group announces promotions
Founded in 1963, the firm serves privately-owned companies of nearly every type and industry
09/26/2017
AGF Strengthens Institutional Distribution Team
Robert has more than 20 years of experience in business development and institutional sales in both the Canadian and U.S. markets.
09/26/2017
Arete Wealth Announces New Associate General Counsel
New addition to team demonstrates commitment to compliance
09/25/2017
Elizabeth Flisser Rosman Joins Cowen Investment Management’s Team
Ms. Rosman will draw on her deep experience in seeding and incubating alternative investment strategies
09/21/2017
Colin Lundgren Appointed Global Head of Fixed Income
We expect a very smooth transition given Colin’s deep and long involvement with our fixed income investment teams.
09/21/2017
SunTrust Expands its Private Wealth Management Business to New York City
Weiss is joined by four wealth management professionals who are based in the bank's Rockefeller Center office.
09/21/2017
Janus Henderson Investors appoints Jim Cielinski as Global Head of Fixed Income
The addition of Jim is a testament to Janus Henderson’s ability to attract a strong team of global investment professionals committed to delivering superior risk-adjusted returns for clients.
09/21/2017
Northern Trust Appoints St. Louis President
His service has included chairing the Missouri Military Partnership, Pension and Trust Committee of the National Association of State Treasurers and serving as a member of the Missouri Board of Fund Commissioners.
09/21/2017
Nomura Continues to Strengthen and Advance its Agency Mortgage Business with Two Senior Hires
These hires demonstrate Nomura’s commitment to the Agency Mortgage business and to its long-term success.
09/21/2017
Deutsche Bank hires MD and Head of Industrials Equity Capital Markets
Smolkin has worked on more than 75 transactions raising over $30bn during his six years at UBS.
09/21/2017
Focus Asset Management appoints Greg Thompson as a senior member of the Focus team
Greg also counts as career highlights his experience with Morgan Stanley as a senior member of their global equity research team and, before that, as a portfolio manager at Lincluden Investment Management.
09/20/2017
Cambridge Trust Company Names Mark D. Thompson as President and Director, Responsible for Private Banking
He joined in 1994 as its Executive Vice President.
09/20/2017
Zurich announces leadership change in North American business
The change will take effect on January 1, 2018.
09/19/2017
Alcentra names new co-chief investment officer
Which specializes in corporate debt.