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People Moves

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.

10/02/2017

Wesley Bradish Joins Ziegler Investment Banking

In addition to his underwriting, private placement and advisory work.

10/02/2017

Cantor Fitzgerald names global head of prime brokerage

Mr. Yalmokas was the Head of Americas Prime Brokerage at Bank of America Merrill Lynch since 2011

10/02/2017

Mercury Global Advisors Taps Mastrangelo To Lead U.S. iFunds Distribution

Mastrangelo brings more than 25 years of experience in business development and client service to the position, the statement continued.

10/02/2017

Oppenheimer Replaces Long-Time Advisory Account Head

Aplin’s BrokerCheck record confirms that he left Oppenheimer on September 15.

10/02/2017

BTIG Names Rollins As Head Of U.S. Execution Services

Previously, Mr. Rollins spent more than a decade in the New York office, where he was a managing director in institutional equities focused on executing cash equities and derivatives.

10/02/2017

Prominent wall street tax lawyer joins Latham & Watkins in New York

Elena Romanova brings extensive experience in cutting-edge equity derivatives and other financial products and related financial industry tax matters.

09/29/2017

Allianz Global Eastern Divisional Sales Manager Joins Advisors Asset Management

Gregory Shannahan Hired as Director of Internal Sales

09/28/2017

BNY Mellon Wealth Management Appoints New Regional President in Newport Beach Office

She earned a master of business administration from Pepperdine University.

09/28/2017

Former White House CIO Joins COBINHOOD as Strategic Advisor

Tony Scott to advise world’s first ZERO fee, high-frequency cryptocurrency platform on blockchain and global regulatory landscape

09/27/2017

UBS’s head of fixed income structuring has left for HSBC

MacKenzie is a rare senior hire at HSBC, which has been losing managing directors in both the U.S. and UK over the past few months.

09/27/2017

Schultze Asset Management appoints Global Head of Strategic Business Development

He was Managing Director at Rotella Capital Management, LLC.

09/27/2017

Raymond James names Jim Bunn co-president of global equities

Currently, Bunn is head of investment banking, and in his new role he will work with president Jeff Trocin.

09/26/2017

Princeton's Mercadien Group announces promotions

Founded in 1963, the firm serves privately-owned companies of nearly every type and industry

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