03/30/2017
Fiduciary Trust Names Robert J. Jeffers as Chief Operating Officer
As COO, Jeffers will be responsible for the overall operations that support Fiduciary Trust’s customized offering.
People Moves
03/29/2017
Fox Rothschild Raids Dentons for New York Startup Group
In the end, a global platform just didn’t matter.
03/29/2017
Hamilton Lane appoints Gavalis as general counsel and Shaw as chief compliance officer
Gavalis, who had previously served as Deputy General Counsel, will assume responsibility for all legal affairs globally.
03/29/2017
Goldman forms new equities team to improve hedge fund services
The hope that better teamwork will make it easier to offer competitive pricing on products and loans that prime-brokerage clients want.
03/29/2017
Tengram Capital Partners Adds to Investment Team and Announces Promotions
We have known Brian for many years and followed his success, both as an investor and in his work with portfolio companies on the operational side.
03/28/2017
UBS names leaders in U.S., European wealth management product units
UBS has looked for structural ways to improve alignment across its business.
03/28/2017
Stanhope signs former Mexican minister for LatAm push
He will sit alongside City heavyweights such as former BP chief executive Lord Browne and chief executive of WPP Sir Martin Sorrell.
03/28/2017
Former Obama Adviser Valerie Jarrett is Elected to Ariel Investments Board
She also led the Obama administration’s efforts to expand and strengthen the middle class and American business.
03/28/2017
Grassi & Co ink affiliation deal
He has held CCO and senior regulatory positions at major broker-dealers as well as large international asset managers.
03/28/2017
Ladenburg Thalmann Appoints Senior Vice President, Wealth Management
He joined Securities America in 2003 as an advisor consultant and has held positions of increasing importance, most recently serving as founding head of the Wealth Management Group.
03/27/2017
Senior debt bankers to leave Bank of America Merrill Lynch
Before taking over the solutions business in 2015 he ran EMEA financial institutions ratings advisory and EMEA Green bond origination.
03/24/2017
Kevin M. Clouse joins RBC Wealth Management in Kirkland
Clouse joins RBC Wealth Management after 17 years with Morgan Stanley.
03/24/2017
Michael Nessim To Join Greenhill In Toronto As A Managing Director
Michael is a very talented and accomplished banker who will enhance our Canadian business and further expand our presence in the mining and power and utility industries.
03/24/2017
NES Financial names Salus to private equity advisory board
NES Financial newly appoints to its private equity advisory board
03/24/2017
Huntington Bancshares Names Consumer and Business Banking Lead Executive
Harmening will join Huntington's executive leadership team and report to Stephen D. Steinour, chairman, CEO and president of Huntington.
03/24/2017
Bank of America Merrill Lynch hires four advisers from Morgan Stanley
Merrill Lynch Global Wealth Management has around 14,600 financial advisers who manage $2.1 trillion in client assets.
03/24/2017
Garrett Ryan Joins Angelo, Gordon’s Twin Brook Capital as Head of Capital Markets
Garrett is an accomplished executive with extensive experience originating, structuring, and overseeing the execution of middle-market leveraged transactions
03/24/2017
Merrill FAs Managing $350M Leave for Raymond James
The team began looking to leave Merrill Lynch about three years ago
03/24/2017
Russell Reynolds Associates Adds to Industrial, Energy & Natural Resource Practice Groups
The additions to the team, both based in Chicago
03/24/2017
Ziegler Wealth Management Promotes Financial Advisor Charles Butler to Vice President
Ziegler Wealth Management has announced the promotion of Charles L. Butler, Jr. to vice president and financial advisor. Butler has been with Ziegler for nine years and serves out of the firm's Appleton, Wisconsin branch location at 2801 East Enterpr