06/14/2017
Tannon Krumpelman to Join Evercore as Senior Managing Director in the Financial Services Advisory Practice in New York
He will join from UBS, where he was a Managing Director and Head of Banks for the Americas.
People Moves
06/13/2017
Ex-JPMorgan Bankers Rejoin Firm to Build Private Credit Team
Institutional investors have been seeking private credit investments as they look beyond traditional bonds for better returns.
06/13/2017
Wells Fargo hires free-speaking analyst as in part of investment banking build out
“We are thrilled to have such an influential voice in this critical sector join our growing platform.”
06/13/2017
BNY Mellon Taps SS&C's Salvage To Lead Global Hedge Fund Services
Hedge fund services industry veteran brings deep experience in delivering innovative solutions
06/13/2017
Instinet appoints Scott Douglass as US Head of Sales for its Commission Management Services business
We are pleased to welcome Scott to Instinet.
06/13/2017
UBS just hired a senior NYC equity researcher from Nomura
That firm remains in operation now that he’s at UBS.
06/13/2017
Mercer Advisors Names Dave Welling CEO
I am thrilled to join Mercer and to build on the firm's stellar reputation for serving clients.
06/13/2017
One of BlackRock's longest-serving mutual fund managers to retire
The world's largest asset manager, BlackRock also offers relatively low-fee index funds through its iShares brand.
06/12/2017
Investors Real Estate Trust Announces Vice President Of Asset Management
Her responsibilities included identifying real estate investment opportunities for current and prospective clients, and facilitating business-opportunity partnerships between current and prospective clients.
06/12/2017
Holly Street Wealth Advisors Joins tru Independence Platform
The team at Holly Street Wealth Advisors delivers white-glove wealth planning, investment management and advisory services to families, foundations and endowments.
06/12/2017
Michael Barbosa Joins Andersen Tax as a Managing Director in Los Angeles
His work there included tax planning for cross-border transactions, managing U.S. federal income tax compliance and the international aspects of income tax provisions.
06/12/2017
Mike Mayo to Join Wells Fargo Securities’ Equity Research Team
Veteran bank equity analyst to lead coverage of U.S. Large-Cap Banks
06/12/2017
BMO Harris Bank Appoints New Head, Sales and Distribution, U.S. Retail Banking
Most recently, Cooper served as Senior Vice President, Head of Central Region Retail and U.S. Mortgage Sales, providing leadership to a team of over 1,000 retail bankers in 120 branches and holding accountability for mortgage growth through customer exper
06/12/2017
Cohen & Steers Hires Specialist to Expand DCIO Support for Western U.S. Market
The firm's strategic focus on real assets reflects the growing demand for investments with different return drivers than stocks and bonds.
06/11/2017
Merrill Lynch Hires Team of Financial Advisors in NJ
The RLA Group focuses on working with their clients on significant financial decisions to ultimately help them achieve their financial objectives.
06/11/2017
Greg Fink Named President and CEO
He is an expert in RIAs business.
06/11/2017
Viking investment chief to leave, firm to return $8 billion in capital
The firm will return money from the Viking Global Equities LP and the Viking Long Fund LP funds, according to the letter.
06/10/2017
Why one of BlackRock’s top strategists decided to quit
He says BlackRock was great, but that working there also had its limits.
06/09/2017
BlackRock Hires Goldman Veteran to Lead Debt ETF Push in U.S.
The funds can also be used in place of swaps and futures, or as an aid in transitioning portfolios from one asset class to another.
06/08/2017
BNY Mellon Appoints Chief Information Officer
She will be responsible for setting the strategic direction and execution of the firm's technology agenda.