04/22/2016
With more than 12 years of experience, Busalacchi most recently was Market Director for Wealth Management for Chase Wealth Management and JPMorgan Securities in multiple territories in the United States.
04/22/2016
“We are committed to growing in the California market and we will do so by recruiting and developing top performing talent,” Michael T. Feldman, head of the wealth markets group at MUFG’s U.S. bank, said in the statement.
04/22/2016
In her new role, she oversees a team of financial advisors providing an array of investment services to clients in the Los Angeles region.
04/22/2016
I look forward to working constructively with the board and management team in creating value for Datawatch shareholders
04/22/2016
She is also working towards obtaining CFP certification.
04/21/2016
Key new hire bolsters industry leading sales force
04/21/2016
Columbia Pacific Wealth Management, founded in 2011, has quickly grown into one of the largest wealth management firms in Seattle, with over $2 billion in assets under management.
04/21/2016
FT Partners Again Wins "Investment Bank Of The Year" As It Enters Its 15th Year In Business
04/21/2016
He replaces A.J. Edwards, who left at the end of March. Senior investment officers Cody Burke and Roger Vincent have been serving as interim CIOs.
04/21/2016
The people familiar with the matter didn’t elaborate on the details of the disagreement.
04/21/2016
“New York is one of our most important markets in North America. As a consistent, top performing Senior Private Banker since she joined the firm in 2007, Ida’s vision, passion for the Private Bank and strong leadership skills will build on our
04/21/2016
Stadum joins Kraken’s management team after a post as US General Counsel to Fidor Bank
04/20/2016
Lacey Johnson, CFP, Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
She earned her B.A. from Baylor University. In addition to the CFP® designation, Ms. Johnson holds a number of industry designations and licenses.
04/20/2016
Renaud was named president of the investment manager’s Canada operation in January 2015 after the insurer closed its purchase of the Canadian-based assets of Standard Life.
04/20/2016
Ragland joins AXA IM from the business development team at Kleinwort Benson Investors.
04/20/2016
These solutions include fund administration, middle-office outsourcing, custody, depository, trustee, fund of hedge fund financing, FX and wider banking services.
04/20/2016
In his new role, Gallivan will hire a team of experienced investment bankers tasked with growing Mizuho's footprint in equity, mergers & acquisition, event driven financing and financial sponsor activity.
04/19/2016
Adams Street is constantly looking to add professionals who possess the talent, energy and integrity to help our clients achieve their private market investment objectives.
04/19/2016
Bank Leumi USA has hired two bankers from Citigroup, Elsa Burton and Craig Warden, to help lead its operations in Los Angeles.
04/19/2016
Sumitomo Mitsui Financial Group Inc. has formed an investment-banking group in the United States, part of a push to expand its mergers advisory business even as competitors from Nomura Holdings Inc. to Goldman Sachs Group Inc. move to curtail costs.