09/01/2016
Fifth Third taps JPMorgan vet as Chicago market president
He will report to Robert Sullivan, who remains regional president in charge of Illinois, Indiana and southwest Michigan for Fifth Third.
People Moves
08/31/2016
RBC Wealth Management recruits $1 billion adviser team from Morgan Stanley
The Evergreen Group joins RBC's office in San Antonio
08/31/2016
Kevin Barnes Joins First Republic
He works with individuals and families to provide customized wealth management and estate planning strategies.
08/31/2016
RBC Wealth Management hires team from Morgan Stanley
It had hired a team including five financial advisers from Morgan Stanley in Texas.
08/31/2016
The Standard Promotes Steven Williams to Assistant Vice President and Associate Counsel, Insurance Services Group Legal
He was promoted to second vice president and associate counsel with continued responsibility for leading the group of attorneys providing legal advice and managing litigation.
08/30/2016
Campbell Global Creates New Leadership Roles, Promotes Angie Davis to President
Davis will work closely with Chairman and CEO John Gilleland
08/30/2016
Rabobank Announces New Leadership of its Project Finance, Americas Business
The team has also earned several Project Finance Deal of the Year awards in North America and Latin America.
08/30/2016
Noah Holdings Namess CFO
Prior to joining Noah, Mr. Chuang was a senior executive at Bank of America Merrill Lynch
08/29/2016
Valeant Analyst Rubin to Leave Ackman's Pershing Square
Rubin was with Pershing for seven years and leaves three months after the departure of another original Valeant proponent, William Doyle.
08/26/2016
Baker Tilly hires experienced operations officer Jacqueline Wiggins
She will work closely with stakeholders and the office of the CEO.
08/26/2016
$125M Merrill adviser goes indie
Bolton Global provides compliance, back office, trading and technology support.
08/25/2016
Dynasty Financial Partners recruits investment solutions director
Dynasty has also built out other capabilities in the areas of capital markets
08/25/2016
Nationally recognized accounting and advisory boosts team
Ten years of global transfer pricing planning and documentation experience
08/25/2016
Smith & Howard Wealth Management appoints Director of Investments
She majored in finance and graduated from Georgia State University with a BBA degree.
08/25/2016
Putnam Adds Ex-Morgan Stanley Executive to the Board
Veteran investment bank executive departed Morgan Stanley in January
08/25/2016
Veteran Wall Street research analyst exits Harvard Endowment Board
The exodus comes at a time when Harvard’s endowment has been beset by turmoil. Stephen Blyth, who took over as HMC’s chief executive last year with a mandate to overhaul the fund, left after only 18 months in July for personal reasons followin
08/25/2016
EPIC adds Michael Klaschka to Financial Risk Solutions Practice
Specialist in professional liability insurance for the financial services and technology industries joins EPIC in New York
08/24/2016
Former Itau banker joins buyside firm Noctua
Navarro said he had started Monday at Noctua, where he will manage a new emerging markets credit opportunities fund.
08/24/2016
Gramercy Funds Management Expands Trading Team
He received his MBA in Finance and Economics from New York University Stern School of Business and BA in Economics from Bucknell University. He is also a CFA Charterholder.
08/24/2016
Deutsche Bank extends oil & gas coverage with new hire
Bloom will report to Greg Sommer and John Anos who are co-heads of Deutsche Bank's natural resources group, according to a memo obtained by IFR.