06/30/2017
Holden to head up US corporates at Standard Chartered
His roles there included head of the Americas debt capital markets business based in New York and head of the corporate syndicate desk based in Copenhagen.
People Moves
06/29/2017
HQ Capital appoints Jeremy Katz as Co-Head of Real Estate
Mr. Katz joined HQCRE in 2005 and has an extensive track record with the firm
06/29/2017
SunTrust boosts technology group with four hires
Prior to that, he worked as an M&A banker at Sagent Advisors, Wachovia Securities and Lehman Brothers
06/29/2017
Oppenheimer & Co. Inc. Announces Four New Managing Directors In Its Fixed Income Business
"By hiring these professionals, we are expanding our franchise to better serve our institutional investor community with additional fixed income expertise, geographic reach, and intellectual capital," commented Albano.
06/28/2017
Raymond James hires Hinkens and Egli as Managing Directors
The firm has also picked up Steve Egli, who joins the firm’s Financial Services Investment Banking practice as a Managing Director
06/28/2017
Imperial Capital Hires Two Senior Sales Professionals Forming a Dedicated Convertible Institutional Sales Group
“The team brings to Imperial a wealth of product knowledge across the capital structure as well as a history of superior client service.”
06/28/2017
Santander Names Bank Co-Presidents, Rubino Appointed Head of Corporate & Commercial Banking
His leadership approach and strategic vision for our business are exactly what we need going forward to distinguish ourselves as a leading commercial banking franchise.
06/28/2017
Jay Sinsley to Lead the Investor Relations for Monarch Private Capital
His responsibilities included project management, client relations, business development, and account management.
06/28/2017
William Blair nets advisers with $1B in combined AUM
In Boston, William Blair hired veteran advisers James Devins III and Joseph Roberts, also in May.
06/28/2017
Jenner & Block Expands Private Wealth Practice With Addition Of Experienced Wealth Management Lawyer Emily Petrovic Li
Ms. Li represents high-net-worth individuals and their families who have complex estate planning needs.
06/28/2017
June Busts UBS Wealth Balloon as Another Multi-Million-Dollar Team Jumps
UBS Wealth Americas has been on a well-publicized hiring diet since its CEO announced last June that it would slice recruiting of veteran brokers by 40% to save costs.
06/28/2017
Finance: Women who could succeed JPMorgan CEO
New venture. Veteran financial planner Stephanie Sammons has launched her own wealth advisory firm
06/28/2017
Houlihan Lokey Builds Its Strategic Consulting Group with New Hire
He is based in New York and focused on the technology, media, and telecommunications sector within Strategic Consulting.
06/27/2017
Manning & Napier, Inc. Announces Director Appointments to the Company's Board
He started his career in an accounting role at Ball Corporation in 1982.
06/27/2017
T. Rowe hires former AXA IM multi-asset head for EMEA role
Also made hire in North America
06/26/2017
Robert Soros Is Stepping Down as President of Soros Family Office
He’ll create a unit called Soros Capital, which will tend toward illiquid investments including venture capital.
06/26/2017
Calvin Jordan rejoins Mercer after retiring from N.S. health employee pension plan
He retired from that role on June 21.
06/26/2017
Chubb Appoints Leigh Anne Sherman to Lead Private/Not-For-Profit Management Liability Business in North America
She will continue reporting to Scott A. Meyer, Division President, North America Financial Lines.
06/26/2017
BNY Mellon Wealth Management Names Brian O’Neil as New Wealth Director in Denver, CO
Financial services veteran joins the firm’s expanding Denver office
06/26/2017
Morgan Stanley Hires Big-Name “International” Broker in NYC
We moved to Ameriprise because the firm’s guiding principles match those of our team.