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.
People Moves
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.
04/25/2017
Haig Kilicyan Joins CBRE Capital Markets As Vice President
He will report to Michael Riccio, senior managing director and co-head of production, Debt & Structured Finance, CBRE Capital Markets.
04/25/2017
Sparrows Capital appoints Former Tekio Capital MD to Senior Management Team
He joins as Sparrows takes on a number of new clients and is further developing its investment process in line with the growing body of academic research.
04/25/2017
Deutsche Bank hires from BMO Capital Markets
He has spent the last year and a half with BMO’s Healthcare Services Investment Banking team focused on community-based healthcare.
04/25/2017
Goldman Sachs Wealth Rainmaker Resigns, Forms multi-family private office
Two people answering calls directed to Ghali and his team at their San Francisco office said they gave notice late last week and over the weekend.
04/25/2017
Pritzker/Vlock Family Office & Co-Founder Elon Boms Announce Increased Investment in LaunchCapital
We’re adding tremendous talent to the team that will help accelerate the success of our companies.