12/01/2016
Senior Goldman Sachs electronic trading specialist signs up to quant job at NY hedge fund
He worked at Goldman Sachs for two years, joining as a managing director in November 2014
People Moves
12/01/2016
veteran deal maker Leaves Hudson Executive Capital Hedge Fund
He began his career at the law firm Cravath, Swaine & Moore before decamping to JPMorgan Chase in 2011 to become a co-head of the bank’s North American mergers practice.
12/01/2016
RBC's asset management unit strengthens U.S. sales team
Poremba had previously worked in consultant relations roles with investment management firms Neuberger Berman and Franklin Templeton.
11/30/2016
CEO profile: David McKay, Royal Bank of Canada
He was appointed President of RBC on February 26th 2014 and CEO and Director of the Board on August 1st, 2014.
11/30/2016
Rothschild Brings Its Debt-Advisory Business to U.S. With New Hire
With hire of Michael Speller, firm continues to build out North American advisory business
11/30/2016
Russell Investments Appoints Mark Spina to Lead U.S. Advisor-Focused Business
Spina will help advisors meet individual investors’ needs for outcomes utilizing Russell Investments’ multi-asset solutions
11/30/2016
Evercore Wealth Management Appoints Jill Faherty Lloyd as Financial Advisor
She will help expand the firm's Wise Women investor education program, working closely with investment, planning and fiduciary professionals.
11/29/2016
BNY Mellon's Treasury Services Business appoints new head
Mager, a managing director, is responsible for driving Treasury Services' global innovation process which includes management of strategic innovation projects
11/29/2016
Garrett Baker Joins Lazard to Lead Middle Market Telecommunications, Media and Technology
He joined Waller Capital Partners in 1998 and was named President in 2009.
11/28/2016
Texas A&M Foundation Loses Investment VP
Janet Handley will be retiring at the College Station, Texas based fund
11/28/2016
Institute for Private Investors and Campden Wealth appoint noted entrepreneurship executive
He comes to Campden/IPI after a successful career of leading numerous high-profile membership organizations for the past 25 years.
11/24/2016
Applied Bank Announces The Honorable Walid Maalouf as New Director
New Director for Applied Bank, Announced
11/23/2016
U.S. Bank names market leader for high-net-worth business in the Twin Cities
He was senior managing director, a role he held for more than two years.
11/23/2016
SEC Trading and Markets Director Stephen Luparello Steps Down
Mr. Luparello played a key role in enhancing the transparency and strengthening the integrity of our nation’s markets
11/22/2016
Fidelity Says Abigail Johnson to Succeed Father as Chairman
Edward ‘Ned’ Johnson to retire, become chairman emeritus
11/22/2016
Adviser managing $250 million in assets joins Raymond James from RBC
First adviser recruit under the revived Alex
11/21/2016
Bank dealmaker Reed retiring, moving west
The passage of Senate Bill 1 by the General Assembly that spring allowed statewide branching and multibank holding companies for the first time
11/21/2016
McKenzie joins Raymond James
New Member for Raymond James Has Recently Joined
11/21/2016
Citi Private Bank Expands New York Metro Team
Ms. Nunag joins Citi from J.P. Morgan Private Bank where she previously served as Managing Director and Senior Banker
11/18/2016
Highview Capital Announces Expansion of Investment Team
All six will be based in Highview’s Los Angeles headquarters.