10/27/2016
Baker Tilly’s David Duffus Appointed to AICPA Forensic and Litigation Services Committee
The Pennsylvania team leader of Baker Tilly’s forensic, litigation and valuation services team.
People Moves
10/27/2016
Dana Syracuse, Ex-BitLicense Regulator, Joins Law Firm Perkins Coie
The former New York Department of Financial Services Associate General Counsel joins the blockchain and fintech practice.
10/27/2016
Private Client Resources Lands Fintech Veteran As Chief Technology Officer
Our data services have been unbundled and are available separately so that the pristine data we produce can be brought into any system.
10/27/2016
AllianceBernstein head of defined contribution/multiasset to leave at end of year
Has worked for AllianceBernstein at two different times.
10/26/2016
Veteran Goldman Sachs Family Office Advisors Join LeoGroup
The additions underscore LeoGroup's continued effort to service ultra-affluent clients within the firm's Multi-Family Office platform
10/26/2016
Global Access to Extend Its Presence in the Financial Services Sector, Hires Andrew Shuster
He spent 14 years in Barclays New York office as a senior member of the firm’s New York investment banking group.
10/26/2016
Northern Trust Hires Head of Global Fund Services for Asia
Role Supports Northern Trust’s Growing Global Fund Servicing Business in Asia
10/26/2016
Aegon Asset Management US announces new Head of Distribution
He led the firm's successful product and sales expansion globally.
10/26/2016
KBI Global Investors Snares Bill Lynch For US Business Development Role
The Company has secured a number of prestigious North American mandates over the last two or three years from public funds, endowments and foundations – and a number of large sub- advisory relationships with the likes of Mercer and SEI.
10/26/2016
Milley Named Senior Vice President/Treasurer & Chief Investment Officer of Kearny Bank
The Bank has assets of $ 4.5 billion and operates 42 full-service banking offices in Northern and Central New Jersey and Brooklyn and Staten Island, New York.
10/26/2016
Broadridge Financial Solutions Announces Leadership Changes to its Mutual Fund and ETF Trade Processing Division
Cindy Dash Promoted to General Manager; John Moody to Chief Solutions Officer for Broadridge Matrix Financial Solutions
10/26/2016
TwentyFour AM plans to transfer manager duo to US in January
Increasing allocations to US high yield
10/25/2016
Northern Trust Canada Appoints New Board Director
He spent a total of nine years with State Street in Canada, most recently as managing director in the alternative investments servicing division.
10/25/2016
Diversified Trust Principal Joins the Firm's Private Equity Team
His role has shifted, he remains dedicated to our clients and the growth of our company.
10/25/2016
Family Office Exchange Appoints Market Leader for ANZ
FOX to offer a one day workshop on Building an Enduring Family Enterprise
10/25/2016
Crestone Capital Announces Four New Shareholders
These four new shareholders expand Crestone's ownership structure to a total of nine shareholders
10/25/2016
Murphy and McGonigle adds hedge fund specialists to partnership
Melnick began his career in the litigation department of Kaye Scholer.
10/24/2016
AIG’s Ex-CFO Herzog Joins MetLife Board
Prior to joining American General, Herzog served as chief financial officer of GenAmerica Corp., as controller at Family Guardian Life, and as an audit supervisor with Coopers & Lybrand.
10/24/2016
Royal Bank of Canada announces retirement of CAO and CFO
As one of eight executives responsible for setting the overall strategic direction of RBC.
10/24/2016
Exclusive: Goldman Sachs' Latam investment bank chief to leave - source
Co head of Goldman Sachs' investment banking business in Latin America, will depart at the end of this year