05/11/2018
CORDA Investment Management boosts Team
Investment Management in Texas announces the addition of new team member
People Moves
05/11/2018
UBS Loses Brokers in California and Massachusetts to Wells Fargo
It also may be reluctant to stir up UBS, which pulled out of the Protocol for Broker Recruiting in December and subsequently attempted to restrict some departing brokers from contacting their former clients.
05/10/2018
Hedge fund FORT names President
Bohart joins FORT as the firm continues to grow following a minority investment by Petershill II, an investment fund managed by Goldman Sachs Asset Management, in late 2015.
05/10/2018
EP Wealth Advisors Names Patrick G. Goshtigian as CEO
Under Goshtigian’s leadership, EP Wealth began an acquisition strategy with the goal of increasing scale as a means to enhance and expand its service offerings to clients.
05/09/2018
AdCap bolsters top Colombia ranks with BTG Pactual hires
Londoño spent four years as a relationship manager at BTG Pactual and previously ran the trading desk at local firm Alianza Valores.
05/09/2018
Deutsche Bank Point Man for Hedge Funds, Barry Bausano, to Leave
“We owe Barry a great deal of gratitude for his contributions to the bank over the years, including building a leading global prime finance platform, forging strong relationships with hedge fund founders, principals, and CIOs,”
05/09/2018
Portland RIA snags Merrill advisors, crosses $1bn in assets
The duo left Merrill Lynch this month to set up their own shop which has been acquired by a growing independent advisory firm.
05/09/2018
Paul Glover Joins G2 Insurance Services as Assistant Vice President and Producer
Prior to joining G2 Insurance Services, Paul spent nine years in positions of increasing responsibility with The Travelers Companies
05/09/2018
Credit Suisse is hiring a new US head of equity sales as it seeks to become top 5 player in stock trading
A Credit Suisse spokesman confirmed the contents of the memo but declined to comment further on the hires.
05/08/2018
State Street Global Advisors names new head of Americas Distribution for SPDR ETFs
She will be based in Boston and report to Rory Tobin, global head of SPDR ETFs, State Street Global Advisors said.
05/08/2018
Black Creek Group Names Former Morgan Stanley Exec CEO
Raj Dhanda, who led investment products and services for Morgan Stanley’s wealth management division, joined Black Creek Group in 2016.
05/08/2018
Bank of America Reorganizes Wealth Management Alternative Investments Group
Nancy Fahmy will head the new unit created from the merger of the Specialty Asset Management and Alternative Investments groups.
05/08/2018
Baird hires employees from Morgan Stanley’s Pillar Group
Gordon Knuth joins Milwaukee office
05/08/2018
Wealth Management Firm Promotes Three
Venice’s Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.
05/07/2018
Héctor Cateriano Takes Over as President of ColCapital
Cateriano will bring roughly two decades of experience in private equity funds to his leadership role at ColCapital
05/04/2018
Itaú Private Bank product specialist exits Miami team
This is the latest of a number of Credit Suisse hires by Itaú after it brought over traders from the Swiss group for the launch of a new offshore hub for high-end investors earlier this year.
05/04/2018
Mizuho Americas Hires Susan Gilbertson Director of US Equity Research
She will report to Matthew DeSalvo, Head of Equities.
05/03/2018
Ferris Capital, LLC Again Adds Industry Veteran
Unique Wealth Advisory Firm Strengthens Resources
05/03/2018
Mercury Capital Hires Savasta As CIO
Previously, Savasta was at the Michael Dell-affiliated MSD Partners, where Savasta was a managing director and co-head of the Strategic Investment Group.
05/02/2018
Former Credit Suisse prime head joins hedge fund FinTech firm
Jeremy Siegel was one of the victims of Credit Suisse’s recent job cuts to its US prime brokerage business.