05/10/2017
Citi Private Bank Strengthens Metro NYC Office with New Talent
Jacob Alvarez Joins as Private Banker
People Moves
05/09/2017
Fiduciary Trust Company Expands its Investment and Estate Planning Teams
Cosentino brings to Fiduciary Trust over two decades of investment experience.
05/09/2017
Hyung Kim Joins Kayne Anderson Rudnick as Portfolio Manager and Senior Research Analyst
Brings Over 10 Years of International Equity Investment and Research Experience to KAR
05/09/2017
PartnersAdmin LLC names David Burnett as CEO
Prior to joining PartnersAdmin David was the Head of Northern Trust Hedge Fund Services for Europe, Middle East, and Africa.
05/09/2017
Goldman Sachs promotes next generation of investment banking leaders
Goldman Sachs named Gregg Lemkau and Marc Nachmann co-heads of the investment banking business
05/09/2017
Blank Rome Expands Tax Group with Two Additions in New York
With tax reform forthcoming, David and Jill are well-positioned to help our clients navigate any future changes to U.S. tax policy.
05/09/2017
Boutique bank launches leasing subsidiary
He has more than 30 years of leasing and structured finance expertise in a broad range of industries and assets including manufacturing, trucking, business aviation, rail, marine and energy.
05/09/2017
Legal & General Investment Management America announces appointment of Kathleen Gallagher to Board of Directors
She brings to the Board strong financial services experience from her long career at Ford.
05/09/2017
Nomura Appoints Alberto Ardura as Head of Latin America Sales and Client Coverage
Mr. Ardura joins Nomura from Deutsche Bank
05/09/2017
Rothschild grabs more Credit Suisse talent in US build out
Advisory firm takes two from Swiss bank to help open new office in the San Francisco Bay Area
05/09/2017
NEPC Appoints Dan Gimbel Principal and Senior Consultant, Private Wealth Business Practice
Immediately prior to joining NEPC, Gimbel served as Director, Investment Advisory Services at CTC | myCFO, a position he held since 2006.
05/08/2017
Dreyfus Names Paula Kelley As Chief Marketing Officer
She will help drive business growth by building marketing and digital capabilities, as well as a robust brand strategy to engage and deepen relationships with clients.
05/08/2017
State Street Global Advisors Appoints New Global Head of Defined Contribution Business
Dave is a leader who has been helping clients meet these challenges for many years
05/08/2017
Jefferies Takes Another Stab at Wealth Expansion, Hiring $7.3-Mln South American Team
Jefferies appears to be seeking a niche in the Latin American space.
05/08/2017
TD Wealth hires head of national sales
The role of head of national sales has evolved to align with the bank's wealth business.
05/08/2017
Morgan Stanley branch manager jumps to RBC
A spokeswoman for Morgan Stanley confirmed his departure.
05/08/2017
Goldman names Lemkau, Nachmann to co-head investment banking
A Goldman spokeswoman confirmed the contents of the memo.
05/08/2017
Judy Marlinski to Become President of Fidelity Institutional Asset Management®
Marlinski Will Lead the Distribution and Client Service Organization Dedicated to Meeting the Investment Needs of Financial Advisors, Institutional Investors and Consultants
05/08/2017
Meketa Investment Group Announces Consultant Hire
“We are very pleased to have Gord on our team and look forward to benefitting from his valuable insights.”
05/08/2017
Prudential names Phil Waldeck president and CEO of Prudential Retirement
As well as international longevity reinsurance transactions covering pensions from Rolls Royce, British Airways and over 100 other U.K. pension plans.