02/03/2016
BCRS Associates members join EY Private Client Services
With the addition of the BCRS team, the US firm will further expand its current service offerings of income and estate planning, charitable gift planning and cross border tax compliance.
02/03/2016
Most recently, he served for more than five years as OFAC’s assistant director for enforcement.
02/03/2016
The new partners collectively spent more than 30 years together as partners at their former firm.
02/03/2016
Both Hodges and Dunphy served as senior directors at EFG Capital, wealth management directors at Bank of New York Mellon and vice presidents at Deutsche Bank.
02/03/2016
He consults on a wide range of fund structures, including master-feeders, multi-tiered partnerships, managed account platforms, strategic investor relationships and seed arrangements.
02/03/2016
Salim Syed Joins as Managing Director, Head of Biotech Research
02/03/2016
As head of energy and infrastructure investing, Lipschultz oversaw some of KKR’s most profitable deals -- and two of its biggest losses.
02/02/2016
D.A. Davidson & Co., a full-service national investment banking firm, announced today that it has hired Jeff Cleveland to join its growing investment banking team as managing director in its Consumer and Retail sector. Cleveland joins D.A. Davidson&am
02/02/2016
He previously was the head of investment banking coverage for banks at Barclays Capital and Lehman Brothers.
02/02/2016
Former executive for Raymond James joins D.A. Davidson Board of Directors
Helck was chief executive officer of Raymond James’ largest business unit
02/02/2016
Volatility across fixed-income markets and negative returns last year have put pressure on banks and asset managers to cut costs.
02/02/2016
The team will focus on direct investment opportunities in next generation companies.
02/01/2016
Edward Butler Advised on More Than $1 Billion in Client Assets for Ultra-High Net Worth Families
02/01/2016
Citigroup has made several appointments in the oil-rich region in the last few years as it seeks to expand its presence.
02/01/2016
Janssens will join the organization on April 4 and will report to Ben Bruck, the global head of Macquarie Investment Management and the chairman of Delaware Investments.
01/29/2016
Goldman’s Southeast Asia chairman Tim Leissner is believed to be moving to Los Angeles with his wife — former model Kimora Lee Simmons
01/29/2016
National Association of Estate Planners and Councils boosts board
The U.S. private wealth management division of CIBC has announced that a managing director and senior wealth strategist has been named to the National Association of Estate Planners and Councils (NAEPC) board of directors.
01/28/2016
We are delighted to welcome Naureen to the Morgan Stanley team
01/28/2016
Mr. Dudley also enjoyed a 16-year career as a player in the National Basketball Association (NBA)
01/28/2016
Smith holds a bachelor’s degree in accounting from St. Cloud State University.