09/07/2016
Credit Suisse appoints new heads of global markets, US unit
These changes are effective immediately.
People Moves
09/07/2016
Oak Street Funding Hires Additional Sales Capacity
Prior to joining Oak Street, Kim held sales management and leadership roles with Bank of America and Oak Street Mortgage
09/06/2016
Two join Jolley Asset Management staff
Jolley Asset Management has named two securities industry veterans to its staff
09/06/2016
Stifel hires Merrill Lynch duo
He worked with Merrill Lynch’s Private Executive Services Team.
09/06/2016
Bloom Burton & Co. Strengthens Leadership team
He will broaden the awareness and distribution of Bloom Burton’s investment banking and advisory capabilities, award-winning equity research, and events such as the firm’s flagship and highly coveted Bloom Burton & Co. Healthcare I
09/06/2016
Wells Fargo Securities announces senior appointments
In order to continue building on that success, the organization has made significant senior appointments to their advisory team to enhance their abilities to serve customers.
09/05/2016
US spree: Morgan Lewis hires five-partner team for Shanghai launch as Latham taps A&O for German hire
The partners join with a team of 23 lawyers with experience in corporate, real estate and finance work.
09/05/2016
BlueBay adds to investment grade team
Prior to joining BlueBay, Bathgate was co-founder of ABD Investment Management
09/02/2016
Cetera Confirms: Robert Moore In, Larry Roth Out as CEO
The firm said the move is the latest phase in its restructuring process.
09/02/2016
Jennison Associates appoints new CEO
He embraces our entrepreneurial investment culture and fundamental research-based investment management.”
09/02/2016
Mark Madsen & Brad Barth Promoted to Industry Portfolio Managers
The Global Reach Fund is managed by six industry portfolio managers who collectively cover the globe to find what they believe to be lesser known, best-in-class growth companies.
09/02/2016
Man Group continues to enhance US presence with key senior hires
These senior hires support Man Group’s continued focus on expanding and diversifying its offering for clients, including building a private markets business offering exposure to longer duration capital products, as well as growing operations in the
09/02/2016
BNP Paribas hires legal team head in the Americas
He joins the Bank having previously served as General Counsel for General Electric's Corporate Treasury.
09/02/2016
ABN Amro Clearing reshuffles US leadership
Andrej Bolkovic will lead the Dutch bank's US operations, replacing industry veteran John Ruth.
09/01/2016
BTG Pactual rehires LatAm syndicate head
Since then the management stabilized the investment bank's liquidity position by cutting staff, selling assets and reducing leverage.
09/01/2016
Spring Valley Asset Management Hires Chief Technology Officer
Brian Zeitz has joined Spring Valley Asset Management LLC as CTO
09/01/2016
Fifth Third taps JPMorgan vet as Chicago market president
He will report to Robert Sullivan, who remains regional president in charge of Illinois, Indiana and southwest Michigan for Fifth Third.
08/31/2016
RBC Wealth Management recruits $1 billion adviser team from Morgan Stanley
The Evergreen Group joins RBC's office in San Antonio
08/31/2016
Kevin Barnes Joins First Republic
He works with individuals and families to provide customized wealth management and estate planning strategies.
08/31/2016
RBC Wealth Management hires team from Morgan Stanley
It had hired a team including five financial advisers from Morgan Stanley in Texas.