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People Moves

07/03/2017

Founders Advantage Announces Executive Team Changes

He held senior roles with Coopers & Lybrand as well as various public and private companies.

06/30/2017

Peter Bain stepping down from OM Asset Management

Bain said he was “very proud” of what both he and the company had achieved over the last six years.

06/30/2017

Evercore Hires Senior Managing Director from Deutsche Bank

The firm, founded in 1995 by former Deputy Treasury Secretary Roger Altman, late last year hired John S. Weinberg, a former co-head of Goldman Sachs Group Inc.'s investment bank, as its executive chairman.

06/30/2017

Holden to head up US corporates at Standard Chartered

His roles there included head of the Americas debt capital markets business based in New York and head of the corporate syndicate desk based in Copenhagen.

06/29/2017

HQ Capital appoints Jeremy Katz as Co-Head of Real Estate

Mr. Katz joined HQCRE in 2005 and has an extensive track record with the firm

06/29/2017

SunTrust boosts technology group with four hires

Prior to that, he worked as an M&A banker at Sagent Advisors, Wachovia Securities and Lehman Brothers

06/29/2017

Oppenheimer & Co. Inc. Announces Four New Managing Directors In Its Fixed Income Business

"By hiring these professionals, we are expanding our franchise to better serve our institutional investor community with additional fixed income expertise, geographic reach, and intellectual capital," commented Albano.

06/28/2017

Raymond James hires Hinkens and Egli as Managing Directors

The firm has also picked up Steve Egli, who joins the firm’s Financial Services Investment Banking practice as a Managing Director

06/28/2017

Imperial Capital Hires Two Senior Sales Professionals Forming a Dedicated Convertible Institutional Sales Group

“The team brings to Imperial a wealth of product knowledge across the capital structure as well as a history of superior client service.”

06/28/2017

Santander Names Bank Co-Presidents, Rubino Appointed Head of Corporate & Commercial Banking

His leadership approach and strategic vision for our business are exactly what we need going forward to distinguish ourselves as a leading commercial banking franchise.

06/28/2017

Jay Sinsley to Lead the Investor Relations for Monarch Private Capital

His responsibilities included project management, client relations, business development, and account management.

06/28/2017

William Blair nets advisers with $1B in combined AUM

In Boston, William Blair hired veteran advisers James Devins III and Joseph Roberts, also in May.

06/28/2017

Jenner & Block Expands Private Wealth Practice With Addition Of Experienced Wealth Management Lawyer Emily Petrovic Li

Ms. Li represents high-net-worth individuals and their families who have complex estate planning needs.

06/28/2017

June Busts UBS Wealth Balloon as Another Multi-Million-Dollar Team Jumps

UBS Wealth Americas has been on a well-publicized hiring diet since its CEO announced last June that it would slice recruiting of veteran brokers by 40% to save costs.

06/28/2017

Finance: Women who could succeed JPMorgan CEO

New venture. Veteran financial planner Stephanie Sammons has launched her own wealth advisory firm

06/28/2017

Houlihan Lokey Builds Its Strategic Consulting Group with New Hire

He is based in New York and focused on the technology, media, and telecommunications sector within Strategic Consulting.

06/27/2017

Manning & Napier, Inc. Announces Director Appointments to the Company's Board

He started his career in an accounting role at Ball Corporation in 1982.

06/27/2017

T. Rowe hires former AXA IM multi-asset head for EMEA role

Also made hire in North America

06/26/2017

Robert Soros Is Stepping Down as President of Soros Family Office

He’ll create a unit called Soros Capital, which will tend toward illiquid investments including venture capital.

06/26/2017

Calvin Jordan rejoins Mercer after retiring from N.S. health employee pension plan

He retired from that role on June 21.

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