02/04/2016
US's Pershing Names New CEO
As part of the leadership transition, he will serve as an executive advisor over the next year working closely with Dolly, Pershing's executive committee and key clients.
People Moves
02/04/2016
Boston Private’s latest hire amid churn? A seven-foot ex-NBA player
One of its most recent hires shouldn’t have much trouble adjusting to his new role at the company
02/04/2016
Leadership Team Investments Continue at FolioDynamix With New Head of Marketing
Innovative, Renowned FinTech Marketing Expert, Meghan McCartan, is Latest to Join Seasoned Executive Team
02/03/2016
The Colony Group Names Four New Principals
Terri Feeney is the Chief Financial Officer of The Colony Group and has an extensive background in sophisticated accounting and tax matters.
02/03/2016
BCRS Associates members join EY Private Client Services
With the addition of the BCRS team, the US firm will further expand its current service offerings of income and estate planning, charitable gift planning and cross border tax compliance.
02/03/2016
Former Senior OFAC Official Joins Alston & Bird as Partner in Washington, DC
Most recently, he served for more than five years as OFAC’s assistant director for enforcement.
02/03/2016
Alston & Bird Adds 5-Lawyer Corporate Group in Dallas, Including 2 New Partners
The new partners collectively spent more than 30 years together as partners at their former firm.
02/03/2016
Two SVPs Join Private Client Reserve In L.A.
Both Hodges and Dunphy served as senior directors at EFG Capital, wealth management directors at Bank of New York Mellon and vice presidents at Deutsche Bank.
02/03/2016
Baker Tilly Adds Financial Services Partner, Enhances Services to Asset Management Clients
He consults on a wide range of fund structures, including master-feeders, multi-tiered partnerships, managed account platforms, strategic investor relationships and seed arrangements.
02/03/2016
Mizuho Securities USA Announces Senior US Equity Research Appointment
Salim Syed Joins as Managing Director, Head of Biotech Research
02/03/2016
KKR's Energy Head Lipschultz to Leave, Start Firm With Ostrover
As head of energy and infrastructure investing, Lipschultz oversaw some of KKR’s most profitable deals -- and two of its biggest losses.
02/02/2016
Veteran Banker Jeff Cleveland Joins D.A. Davidson
D.A. Davidson & Co., a full-service national investment banking firm, announced today that it has hired Jeff Cleveland to join its growing investment banking team as managing director in its Consumer and Retail sector. Cleveland joins D.A. Davidson&am
02/02/2016
KBW Announces Key Addition to Investment Banking Group
He previously was the head of investment banking coverage for banks at Barclays Capital and Lehman Brothers.
02/02/2016
Former executive for Raymond James joins D.A. Davidson Board of Directors
Helck was chief executive officer of Raymond James’ largest business unit
02/02/2016
High-yield bond manager Sohr leaves AllianceBernstein
Volatility across fixed-income markets and negative returns last year have put pressure on banks and asset managers to cut costs.
02/02/2016
Robertson Stephens Expands Investment Management Group, Robertson Stephens Partners LLC
The team will focus on direct investment opportunities in next generation companies.
02/01/2016
Fieldpoint Private Welcomes Bessemer Trust Veteran To Advisor Team
Edward Butler Advised on More Than $1 Billion in Client Assets for Ultra-High Net Worth Families
02/01/2016
Citigroup Appoints Antonios to Lead U.A.E. in Gulf Expansion
Citigroup has made several appointments in the oil-rich region in the last few years as it seeks to expand its presence.
02/01/2016
Macquarie Investment Management Appoints Dominic Janssens as Global Chief Operations Officer
Janssens will join the organization on April 4 and will report to Ben Bruck, the global head of Macquarie Investment Management and the chairman of Delaware Investments.
01/29/2016
One of Goldman Sachs most senior executives in Asia is reportedly moving to the US
Goldman’s Southeast Asia chairman Tim Leissner is believed to be moving to Los Angeles with his wife — former model Kimora Lee Simmons