05/03/2017
Guggenheim Securities Expands Energy Practice
He joins Guggenheim from Deutsche Bank Securities, where he served as Managing Director and Head of the Houston Investment Banking Office.
People Moves
05/03/2017
Nuveen Expands DCIO Team to Support Strategic Business Growth
We are now even better positioned to bring the full breadth of our highly competitive investment solutions to retirement plan clients.
05/02/2017
State Street Global Advisors Strengthens Global SPDR Business with Product and Marketing Appointments
As our business has expanded and matured, so too have the responsibilities of our product and marketing teams.
05/02/2017
ZEDRA expands into U.S. with new office and senior hire
Having a presence in Miami will strengthen ZEDRA’s footprint in the region by providing a cohesive foundation for and sustainable, long-term growth.
05/02/2017
Celent’s Corporate Banking Practice expands team
Her research will focus on innovation in treasury management services, trade finance, working capital finance, and the implications for customer journeys across segments, including small business.
05/02/2017
Bruderman Adds Top Merrill Lynch Advisor to Private Wealth Management Team
Mr. LeBlanc is a graduate of Yale University, and has been recognized as an all-star investment advisor during his 22 year tenure at Merrill Lynch.
05/02/2017
Millennium Management hires 3 as part of restructuring
Mr. Santoro will lead the firm’s global equity team drawing on 24 years of experience in trading and risk management
05/02/2017
RBC grabs $262M team from UBS
They previously worked at Piper Jaffray.
05/02/2017
Wealth Advisory Firm Halbert Hargrove Hires Beverly Karns as Regional Director of Denver Office
She will also collaborate with account leads to advise clients, which include entrepreneurs, professionals, technology company executives and retirees.
05/01/2017
AllianceBernstein taps JPMorgan veteran Seth Bernstein as CEO
As global head of managed solutions and strategy at the bank’s asset management unit.
05/01/2017
Stifel snatches $100M family team from UBS
Stifel last announced new hires in March, when the regional firm said it recruited two advisers from Baird.
04/28/2017
Institute of Trading and Portfolio Management hires former Goldman Sachs Managing Director David Perlin as Senior Trading Mentor
I couldn’t be more excited to have him on board.
04/27/2017
Debevoise Launches Strategic Crisis Response and Solutions Group
These teams feature, in addition to Ms. White, preeminent practitioners, including former federal regulators, lawyers and judges
04/27/2017
Warburg Pincus appoints Senior Advisor
He is a graduate of the University of Cambridge.
04/27/2017
Cannabis firm recruits ex-BlackRock exec for co-chair and partner
Mr. Leavy is the founder of NetPost Capital Advisors and holds an MBA from Columbia Business School.
04/27/2017
Deutsche Bank Names Head of Americas Equity Derivatives
Silber has nearly 20 years of banking experience
04/26/2017
BTIG Builds Out Investment Banking and Equity Capital Markets Group
Prior to BTIG, Mr. Hall held several senior investment banking roles at JMP Securities
04/26/2017
Cambridge Trust Company Names Sara Cohn Sarkis as Senior Vice President, Wealth Management Client Advisor
She specialized in delivering comprehensive solutions for her clients’ evolving and sophisticated needs.
04/26/2017
Cambridge Associates Announces New Senior Hire in U.S. Pension Practice
Cambridge Associates has served as the fiduciary partner to owners of complex asset and liability pools around the world for over 40 years
04/25/2017
Robin Hood Turns to Former Paratrooper, Citigroup Veteran as CEO
He landed at Oxford shortly after the attacks of Sept. 11 and wrote his thesis on Islam.