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People Moves

04/17/2017

Seeking Growth, Next Capital Management

We will now have access to better data and analytics about our business that will drive more thoughtful decision making in the future.

04/17/2017

SEI Names Rachel Volynsky Canadian Equity Portfolio Manager

In this role, Volynsky will be responsible for the management of all Canadian equity strategies and report to Jason Collins

04/17/2017

Charles Citro Named Managing Director of Commercial Mortgage-Backed Securities Ratings and Analytics for Morningstar Credit Ratings

He was responsible for credit decisions related to the origination of commercial real estate loans for the CMBS Desk.

04/13/2017

Morgan Stanley compliance chief Fenrich leaving for hedge fund

Compliance officers have become critical figures on Wall Street since the financial crisis, helping to ensure that bankers and traders stay out of trouble and avoid massive fines.

04/13/2017

Merrill Lynch Adds Duo from Wells Fargo Private Bank

Meanwhile, the $600-million investment arm of Prosperity Bank affiliates with Raymond James Institutions unit

04/13/2017

Merrill Lynch Hires International Financial Advisor from Morgan Stanley

We are excited and pleased that Leon chose Merrill Lynch to expand his capabilities and accelerate the growth of his business. Leon and Johanna are a great team who will add to our ability to serve international clients in Latin America.”

04/12/2017

Law Firm Boosts Fintech Practice with New Hires

Jacob’s practice focuses on blockchain/distributed ledger technology (DLT) and fintech

04/12/2017

Merrill Lynch Hires Private Wealth Advisors from Wells Fargo

Tim holds a bachelor’s degree from the University of Oregon

04/12/2017

UBS wealth management unit names new head of capital markets

In addition, Peter Hill will be joining UBS WMA as head of public finance from Wells Fargo where he was U.S. head of public finance since 2009.

04/11/2017

Goldman Sachs Team’s Split (from Firm and Internally) Creates Waves

The firm’s private wealth group that services wealthy individuals

04/11/2017

First State builds five-strong high yield team

Expansion of fixed income capabilities

04/11/2017

Chubb appoints new COO of North America personal risk services

She will be based in Whitehouse Station, and will report to Fran O'Brien, senior vice president, Chubb Group, division president of North America personal risk services.

04/11/2017

Regions Bank Names Amala Duggirala as Enterprise Chief Information Officer

Duggirala will report to John Owen, head of the company’s Regional Banking Group.

04/11/2017

Barclaycard US appoints Shelton Shugar as Chief Information Officer

He had previously held positions at CA Technologies, Yahoo!, eBay, Homestore and Verisign.

04/11/2017

Northern Trust Loses Equities Head

Patrick Groenendijk has left the Chicago-based asset manager after being named global head of equity strategy in May.

04/10/2017

William Blair Expands Private Wealth Management in New York

We are focused on serving a sophisticated clientele that values comprehensive financial advice.

04/10/2017

O2 Investment Partners Announces Appointment of Joe Vallee and Promotion of Luke Plumpton and Patrick Corden

Joe will be responsible for evaluating new transactions, due diligence, underwriting, and monitoring O2's portfolio companies.

04/10/2017

Constellation Advisers Names Key Leader to Head Its Dallas Office

He also served for nearly 12 years at the SEC as a Senior Enforcement Attorney focusing on various securities law violations.

04/10/2017

OCC Names Former BNY Mellon Executive David Ridgway As Senior Vice President, Enterprise Risk

He also was the risk management advisor for strategic growth initiatives, acquisitions and new business.

04/09/2017

Bank of Montreal's White Says Conditions Right for U.S. Push

“We’ve got a pretty clear path that’s delivering results and we’re going to stay on it."

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