06/08/2016
Citizens Bank Names President of Citizens Private Bank
Formerly Managing Director for Merrill Lynch Global Wealth and Investment Management, Private Banking and Investment Group
People Moves
06/08/2016
Distressed Debt Trader Joins Aristeia Hedge Fund
The start of the year was tumultuous for event-driven funds as the flow of mergers and acquisitions declined.
06/08/2016
U.S. Bank hires regional leader of UHNW business
The Ascent team in Denver works with families with an average net worth of more than $440 million, Ascent said.
06/08/2016
Mutual of Omaha names new chief investment officer
He has a bachelor’s degree from Duke University and a master’s degree in business from the Wharton School at the University of Pennsylvania.
06/07/2016
Houlihan Lokey Restructuring Banker to Join Peter J. Solomon
The move will help Peter J. Solomon build up the practice after losing at least two senior restructuring bankers to Guggenheim Partners LLC. Durc Savini
06/07/2016
New York based law firm names Head of Family Office Group
In the last number of years, we have seen a vast increase in the number of family offices investing and playing leading roles in the financial services arena.
06/07/2016
Context Asset Management Expands Leadership Team With Addition Of Matt Rowe As Chief Strategy Officer
He also held positions as Portfolio Manager at PEAK6 Advisors and Managing Partner and Head of Trading at Tamalpais Asset Management.
06/06/2016
Triad Securities adds industry veteran as senior managing director
I am excited to join Triad and be a part of Triad's growth and innovation.
06/06/2016
Zhang joins General Atlantic from the Carlyle Group
General Atlantic said June 5 that Eric Zhang has joined the firm as Managing Director and Head of China. Zhang is a former Global Partner and Managing Director of The Carlyle Group.
06/05/2016
American Bank Promotes Leaders Across the System
American Bank, with roots dating back to 1980, today employs 190 people across the region at two administrative offices and 12 community bank
06/05/2016
Credit Suisse M&A chairman DeNunzio joins Wells Fargo: sources
Farnham was formerly head of middle market investment banking.
06/03/2016
Mutual of Omaha Names Richard Hrabchak Chief Investment Officer
In 29 years at Prudential Financial, Hrabchak held a variety of investment management and finance positions.
06/03/2016
Accounting Firm Baker Tilly Gets New CEO
Whitman formally assumes overall management and strategic direction of the firm, as well as overseeing and managing the client service program, leading the development of leadership and management platforms, and directing recruiting and retention efforts.
06/03/2016
American Beacon Advisors recruits DTE Energy CIO
Mr. Cavazos was CIO and assistant treasurer at DTE Energy Co. overseeing $6.1 billion in retirement assets. The company plans to conduct a search for his replacement, said DTE spokeswoman Stephanie Beres.
06/03/2016
New CEO takes helm at QTrade Financial Group
Previously, Packham has held a number of senior positions in wealth management and financial sectors
06/03/2016
Auerbach Grayson Expands Institutional Equities Trading Team
This team, previously with KCG, is among the industry’s top institutional trading teams
06/03/2016
Kirk Lehneis Appointed Chief Operating Officer of New York Life Investment Management
Newly Created Position Reflects NYLIM’s $120 Billion Growth in AUM over the Past Four Years and Is a Testament to the Firm’s Strong Commitment to Operational Excellence
06/03/2016
MUFG Promotes Jonathan Lindenberg to Deputy Head of Investment Banking for the Americas
Will Continue as Head of Structured Finance
06/03/2016
15 lawyers to exit Miami IP boutique for Cozen O'Connor; 5 more left earlier for another firm
Another 13 lawyers, comprising the bulk of the attorney roster at the boutique, also will be making the move.
06/03/2016
Florida Community Bank Names Peter Anderson New Raymond James Financial Advisor to Broward County Branches
Anderson joins Florida Community Bank with more than 20 years of experience in financial services, most recently serving as a Certified Financial Planner at Veritas Wealth Advisors.