11/20/2017
Stifel picks off a trio of advisors from rivals worth $217M
The nation’s eighth-largest wealth management firm by advisors has sustained recruitment efforts in the wake of its acquisition of Ziegler Wealth Management’s 57 advisors
People Moves
11/20/2017
SEC Names Paul G. Cellupica As Deputy Director Of The Division Of Investment
He will also serve as a senior advisor to the Director.
11/20/2017
Litigator Ronald Tomassi Joins Greenberg Traurig’s Growing Denver Office
Global law firm Greenberg Traurig, LLP continues to strengthen its presence in Denver with the addition of Shareholder Ronald J. Tomassi, Jr. He joins from Bryan Cave.
11/20/2017
GMP Capital Inc. Announces Senior Management Departure
We built upon our industry-leading mining franchise and we are confident the team will continue to build on this legacy.
11/17/2017
BNY Mellon Wealth Management boosts Chicago team
Prior to joining BNY Mellon Wealth Management, Paolilli held 2 positions at Northern Trust over a 10 year period.
11/16/2017
Highland Capital Management Expands Executive Leadership Team, Adding New Partner to Oversee Firm Strategy and Thematic Investment Initiatives
Andrew Parmentier Joins as Chief Strategy Officer and Head of Thematic Investing
11/16/2017
Ropes & Gray Expands Private Investment Funds Practice With New Hire
Ropes & Gray Has Hired Keren Rimon As Counsel For The Firm’s Private Investment Funds Practice
11/16/2017
BNY Mellon Wealth Management hires new managing director in Miami
Montiel was previously a senior vice president and head of Investment Strategies Group Americas at Miami-based EFG Capital International Corp
11/16/2017
Credit Suisse Snaps Up Instinet Veteran
Comerford is a ten-year veteran of U.S. broker Instinet, which belongs to rival investment bank Nomura.
11/16/2017
Dave Kuplic Named President of Advantus Capital Management
Mike Steinert Joins Asset Manager as Vice President and Chief Compliance Officer
11/16/2017
Heidrick & Struggles Names New Leadership in the Americas
She will bring deep experience and perspective to her new role leading our Investment Management segment for the Americas.
11/15/2017
Former Schwab Consultant Joins PagnatoKarp
He’s also consulted for UBS Wealth Management, Wachovia, Lincoln Financial and AXA Equitable.
11/15/2017
Citigroup hired a former Goldman Sachs banker to cover a booming Wall Street business
Who were promoted to global co-heads of the Global Asset Managers group earlier this year.
11/15/2017
Andreasen quits Danske for new role at Saxo Bank
Goldman welcomes Wecker; moves at BNP Paribas; LCH’s new chief; and more
11/15/2017
Giant $93bn Softbank Vision Fund has been quietly poaching investment bankers
Softbank has been hiring even more enthusiastically.
11/15/2017
Richard Cordray, America's Greatest Consumer Advocate, Just Resigned From the CFPB. Here's What Happens Next
It has been the joy of my life to have the opportunity to serve our country as the first director of the Consumer Bureau by working alongside all of you here.
11/15/2017
Union Bank Adds Two Private Wealth Advisors to The Private Bank's Northern California Division
Craig Muller and Darrell Claridge Bring Decades of Wealth Management Experience
11/14/2017
BNY Mellon Wealth Management boosts Wealth Investment Advisor Group
In that role, she developed strategies for Latin American clients, was a member of the Global Asset Allocation committee and chaired the local Investment Strategy Committee.
11/14/2017
Grant Thornton taps Jonathan Eaton to lead Supply Chain Management practice
He understands that each client need is different and that listening is the first step for finding a solution.
11/14/2017
Industry Veterans Mark McCabe and Linda Vara Join 280 CapMarkets' Institutional Sales Team
They join us at an exciting time in our company's development when we are growing and attracting top industry talent who recognize the value and opportunity associated with our unique technology-driven business model.