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People Moves

05/24/2016

Instinet Names President of its U.S. Brokerage division

He joined Instinet in 2012 when the Nomura Group repositioned certain Equities businesses into Instinet Incorporated’s platform.

05/22/2016

Management Shakeup at The Carlyle Group

He will be succeeded by Kewsong Lee, who also will maintain his role as deputy chief investment officer for global private equity.

05/20/2016

Union Bank bulks up private wealth management team

All three hires joined as private wealth advisers.

05/20/2016

BNY Mellon names Robert Kricena wealth management's regional president

The firm also said Shannon Kennedy will additionally lead its southwest offices.

05/20/2016

BlackRock Taps CPPIB's Wiseman As Global Active Equity Head

Wiseman joins BlackRock from CPPIB, where he has served as president & CEO since 2012.

05/20/2016

Former Morgan Stanley Exec Joins Rubicon Fund Management in Senior Role

Morgan Stanley's winnowed FX unit has led to a number of appointments elsewhere with Anna Sands joining Rubicon Fund Management.

05/20/2016

Baker Tilly Names Gary Peric State and Local Tax Leader

He has been a managing partner and led SALT practices for large, international accounting and advisory firms.

05/20/2016

CPPIB Wiseman Goes to BlackRock, Machin Becomes CEO of CPPIB

Wiseman will also assist BlackRock Alternative Investors.

05/19/2016

Baum joins Janney as wealth management EVP

Baum had been executive vice president at BPU Investment Management Inc. and previously was a senior vice president at Smith Barney Inc.

05/19/2016

Union Bank Adds Trio to Private Wealth Management Team

Their advisory activity will include providing clients with tailored solutions focused on their goals and working closely with them to implement agreed strategies.

05/19/2016

RBC hires U.S. co-heads of consumer and retail banking

Andrew van der Vord comes from Credit Suisse, where he was global vice chairman of consumer investment banking.

05/19/2016

5 More Bankers Leave Credit Suisse

Departures have accumulated over the last several weeks.

05/19/2016

PwC names Rob Mesirow principal

Mesirow, who would join PwC's technology, information, communications.

05/19/2016

Jim Copeland Appointed to Chief Operating Officer, Grant Thornton LLP

Jim has also held numerous leadership positions with the firm, including: National Managing Partner, Advisory Services and National Manufacturing Leader.

05/18/2016

Alvarez & Marsal Hires Two Transformation Services Experts To Serve Wealth Management Sector

Until recently, the business model on which financial institutions have built out wealth management organizations has largely gone unchallenged.

05/18/2016

Itau Economist Goldfajn Named Brazil’s Central Bank Chief

They’re giving them the right legal and political conditions to do their job.

05/18/2016

US Senate Nominates Indian-American Swati Dandekar As Asian Development Bank Director

Obama had nominated Ms Dandekar to the top US position in Asian Development Bank in November last year.

05/18/2016

Eze Software Adds Tech Industry Veteran To Seasoned Executive Bench

In 2015, Eze Software Group added 275 new clients using one or more applications within EzeSoft Investment Suite across all major market regions.

05/18/2016

Broadridge Appoints General Manager of Mutual Fund Proxy Voting Business

He holds Executive Education Certification from the Securities Industry and Financial Markets Association/Wharton program.

05/17/2016

Snowden Lane Partners Forms “Veritas Private Wealth Group” in New York City

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Joseph Hubbell has joined the firm from Merrill Lynch and has been appointed Partner a

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