09/19/2016
Collier, Robillard join Jolley Asset Management
After 17 years in the securities industry, he joined Central Carolina Bank as vice president in the trust and investment management division.
People Moves
09/16/2016
TheStreet appoints Chief Investment Strategist
His unique ability to communicate his analysis and investment ideas sets him apart.
09/16/2016
Jefferies launches new technology group, six bankers start work
Jefferies approach in technology banking combines boutique M&A advice along with a global full-service platform
09/16/2016
Baker Tilly Promotes Cassandra Walsh to Director
Firm and clients to be served by Walsh’s governance, risk and compliance experience
09/16/2016
Merrill Lynch Hires Three Advisors from UBS
Harry has over 30 years of financial services experience.
09/16/2016
Snowden Lane Partners Taps Former JP Morgan Advisor
He has extensive experience working with corporate executives on their most complex financial needs, including private equity and tactical investing.
09/16/2016
INFOR Financial expands investment banking team
They have joined its investment banking team as Principals to lead its natural resources investment banking practice.
09/16/2016
Credit Suisse Vet Jumps Ship
Prior to his return to the bank in 2013, Stoler was a managing director at BGC Partners, where he also worked with Brown and LaRocca.
09/16/2016
Houlihan Lokey expands Mergers & Acquistions group
He worked in the Mergers & Acquisitions groups at both Morgan Stanley and Salomon Brothers.
09/16/2016
Royal Bank of Canada’s Matthew Pass Parts Ways With Group
Matthew Pass has parted ways with RBC after six years with the bank, while Alex Caridia steps into a new
09/16/2016
Texas Capital Bank Expands San Antonio Private Wealth Advisors Team
Mr. Ferguson is an attorney and a licensed private client advisor who will be responsible for delivering broad-based wealth management
09/15/2016
JPMorgan hires GE lending veteran
He worked at General Electric for 24 years and was chief executive of GE Capital's franchise finance business, JPMorgan said.
09/15/2016
SG Capital Management appoints research analysts
Evans was recruited by Friess Associates, manager of the Brandywine Funds, as a research consultant from 1996 to 2006.
09/15/2016
Lazard Expands Financial Advisory in North America
Verus Partners is a boutique of highly experienced investment bankers and senior advisors.
09/15/2016
Aegon USA Realty Advisors announces new senior leadership
Coté and Gabler will jointly lead AURA's day-to-day business operations.
09/15/2016
Manulife Asset Management names Oran Walsh to U.S. distribution team, focusing on sub-advisory relationships
Mr. Walsh is a graduate of Loyola University in Maryland.
09/14/2016
Baird taps Wofford as MD
Christopher Wofford has joined the Baird's Global Investment Banking business as a Managing Director
09/14/2016
Symmetry Partners adds five to team
Symmetry Partners LLC has hired Timothy Baker, Eric Krusiewicz, Bob Matala, Michael Jordan and Nathaniel Poole to their team.
09/14/2016
RIA dealmaker Raimondi leaves Boston Private Wealth for Gladstone
He was named chief executive and president of the newly created Boston Private Wealth.
09/14/2016
B. Riley & Co. Promotes Head of Capital Markets Andy Moore to President
With our new president at the helm, we look forward to benefiting from his proven capital market experience, operational acumen, and deep understanding of our business.