10/06/2017
SEI appoints US Equity Portfolio Manager
His industry thought leadership and experience in manager selection were important to SEI.
People Moves
10/05/2017
Grant Thornton names new leader of Financial Services industry practice
He was most recently at EY
10/05/2017
Atlas Private Wealth Management Expands Analysis Team
Justin Bogardus and Joseph Capobianco bring fresh investment insight to Atlas’s Albany office.
10/05/2017
U.S. Trust Hires Market Strategy & Delivery Executive
He holds a B.A. in English Literature from Yale University
10/05/2017
John Kerry Named Chairman of Bank of America Global Advisory Council
"Secretary Kerry’s insights into global affairs are of great value to our council as we focus on a rapidly changing world,” said Bank of America CEO Brian Moynihan.
10/05/2017
Instinet Appoints Head of International Electronic Sales
Greg joined Instinet from Deustche Bank
10/05/2017
KeyCorp appoints Key Family Wealth Investments leader
Key Family Wealth has been growing lately following a refreshing of the brand in 2016.
10/04/2017
Confluence Appoints Chief Operating Officer
Our amazing team is committed to their success through innovation and operational excellence."
10/04/2017
New President of Fidelity Institutional announced
His client focus will help to promote the continued growth of Fidelity Institutional.
10/04/2017
Investcorp founder Nemir Kirdar stands down
Kirdar has been with the firm for 35 years, Yousef Al Ebraheem to succeed
10/04/2017
William F. “Ted” Truscott Re-elected ICI Chairman
New Governors Elected to Board of Investment Company Institute
10/03/2017
Citi Board Elects John C. Dugan and S. Leslie Ireland to Board of Directors
Cybersecurity and anti-money laundering are top priorities for the company.
10/03/2017
Stifel hires new senior VP of investments
He will be based out of Frontenac, Missouri.
10/03/2017
Advisors Asset Management Builds Out Capital Market Group with New Hire
Courtney's appointment marks AAM's continued strength in building out its Capital Markets Group.
10/03/2017
Portfolio Management Update for Artisan Partners U.S. Value Team
Mr. Reynolds has a bachelor’s degree in anthropology from Dartmouth College and a master’s degree of business administration from the University of Chicago Booth School of Business.
10/03/2017
Chubb Announces Management Appointments for its Life and General Insurance Operations Globally
Mr. Li will report to Russell Bundschuh, Senior Vice President, Chubb Group and President, Chubb Life.
10/03/2017
Luxoft Appoints Tracy Krumme as Vice President of Investor Relations
She has led investor relations at four public companies prior to joining Luxoft.
10/03/2017
J.P. Morgan Asset Management chooses new head of client strategy
He worked at JPMAM for 13 years in the money manager's real estate business.
10/02/2017
Katy Knox replacing Keith Banks as U.S. Trust president
Banks and Knox will work together on the leadership transition through the end of the year.
10/02/2017
HighTower’s Michael Parker Departs To Lead Recruitment at RBC Wealth Management
The announcement was sent to RBC employees Monday morning.