11/03/2016
$1.6M UBS team jumps to Raymond James
Raymond James hired a team producing $1.6 million from UBS
People Moves
11/03/2016
BCG beefs up principal investors and private equity practice with two hires
Has more than two decades of experience working with financial sponsors.
11/03/2016
Meketa Investment Group Names Daniel Green as Senior Director
A firm focused on private equity secondary transactions.
11/03/2016
Industry Veteran Sal Ventura Joins Hazeltree to Lead Client Relationship Management
He oversaw the servicing and support of a range of buy-side clients, including hedge fund managers, asset managers, insurance companies and pension funds.
11/03/2016
Larsen joins FIRSTavenue
Other appointments include Partner and Head of Sales at VCM Fund Management and establishing and managing Merrill Lynch’s European Family Office Group.
11/02/2016
T. Rowe shakes up CIO role as veteran steps down
He will step down from his role as CIO which he has held since 2004.
11/02/2016
Company news: John King named sales manager at KeyBank
He holds a bachelor's degree from Elmira College.
11/02/2016
RBC Wealth Management invests in new alternative investments strategy with key hire
He was also Series 3 licensed with the Commodity Futures Trading Commission.
11/02/2016
AAG Hires Bank of America Exec to Lead National Reverse Mortgage Field Sales
He also drove the division’s strategic change initiatives and had oversight of new hire on boarding as well as learning and development.
11/02/2016
Aravind Immaneni Named Fifth Third Bank Chief Operations and Technology Officer
He served as head of Retail Bank Operations, with oversight for back-office operations, systems, loan origination and underwriting for TD’s Consumer Bank.
11/02/2016
Fieldpoint Private Adds to Growing Palm Beach Presence
Her practice is based in Fieldpoint Private's Palm Beach, Florida offices.
11/01/2016
Andrew Dyson appointed CEO of QMA
He managed AMG’s central global distribution platform, which works in partnership with the company’s affiliated boutique investment managers on their distribution efforts.
11/01/2016
Wells Fargo Names Regional Head of Middle-Market Banking
She was previously the bank's head of middle-market banking for Arkansas, Kansas, Missouri, Oklahoma and north Texas, the company said in a press release Monday.
11/01/2016
Nomura Bolsters Economics Research with Senior Hire in the U.S.
He is responsible for providing in-depth analysis on macro-economic trends affecting the U.S. economy, while also proactively interpreting policy moves and market data which may signal economic shifts.
11/01/2016
Proskauer Promotes 11 Lawyers
In life sciences, he enforces IP rights and develops freedom-to-operate strategies for leading biotechnology and pharmaceutical clients.
10/31/2016
Willis Towers Watson announces leadership shakeup
The leadership shakeup comes ten months after the company was formed with the merger of Willis and Towers Watson.
10/31/2016
Merrill Lynch Hires Jennifer Jennings and Donny Wohl From J.P. Morgan’s Private Bank in Michigan
The Jennings Wohl Group serves high net worth individuals and families and are part of Merrill Lynch’s Private Banking & Investment Group.
10/28/2016
Opus adds Fortress MD to board
Opus Bank has named David King to its board. King is managing director of Fortress Investment Group‘s credit funds business.
10/28/2016
BMO Financial Group announces executive appointments
He will continue to maintain close working relationships, at the most senior levels, with the largest clients of the bank.
10/27/2016
Citi Private Banker Leaps to Fieldpoint Private
His practice is based in Fieldpoint Private's Greenwich, Connecticut office.