11/09/2015
Advisors with $300M Jump from Morgan to Merrill
The team's focus is high-net-worth individuals and small companies.
People Moves
11/06/2015
IMCA Introduces 2016 Board of Directors
The board officers who will begin two-year terms commencing January 1, 2016
11/06/2015
Goldman to speed promotions to stem defections of junior bankers
The moves mean higher pay for many junior bankers and earlier conversations with managers about future roles at the firm.
11/05/2015
Blackstone's Longest-Serving Dealmaker Chinh Chu to Depart
Chu will continue to invest through a family office, he said in a telephone interview, and he’ll remain a senior adviser to Blackstone.
11/05/2015
Wells Fargo Names Perry Hilzendeger New Head of Mortgage Servicing
In his role heading up the default business, Hilzendeger, a 25-year Wells Fargo veteran, oversaw the teams dedicated to helping prevent and resolve delinquencies.
11/05/2015
Wayne Guay Affiliates with Cornerstone Research
Professor at the Wharton School brings expertise on executive compensation and valuation
11/05/2015
Wilmington Trust Hires David Huffman as Senior Managing Director for Washington, D.C. Office
He will provide wealth management advice and solutions to high‐net-worth individuals and families
11/05/2015
UBS Wealth Unit Hires 5 Financial Advisors
UBS Group AG's wealth management business said it hired five financial advisers, who together have about $915 million in assets under management.
11/05/2015
GenSpring Expands Florida Leadership Team
By concentrating on families in their respective regions, our teams will form even stronger relationships with those we serve.
11/04/2015
Lombard International Announces Senior Appointments to Expand the U.S. Market
The appointments of John and Virginia support our ambitions for U.S. growth
11/04/2015
Ramirez Asset Management Hires Senior Fixed Income Professional to Help Market Its Stable Value and Defined Contribution Offerings
RAM is one of only a few minority owned investment managers who offer Stable Value products and has a solid track record of managing Stable Value assets for more than 4 years.
11/04/2015
Citigroup hires Deutsche investment banker focusing on banks
A Citigroup spokesman said Heaton is the latest of four managing directors Citigroup has hired over the past year to expand its coverage of financial institutions.
11/03/2015
Three Join Berkshire Bank Wealth Management Team
Howard has more than 20 years of financial experience
11/03/2015
UBS Names New U.S. Brokerage Chief
Thomas Naratil expected to continue push to focus on clients who have millions to invest
11/02/2015
Baillie Gifford’s Slater to lead US equities team
According to FE Analytics, the Scottish Mortgage Investment Trust has returned 88.5 per cent over three years
11/02/2015
Star Mountain Capital brings on two as senior advisors
Co-founder of BlackRock Kelso Capital, Michael Lazar, and former chief HR officer of Fortress, Stanley Friedman, have joined Star Mountain Capital as senior advisors.
11/02/2015
Proskauer Promotes 15 Lawyers
We are extremely pleased to welcome such an accomplished and talented group of lawyers as partners and counsel
11/02/2015
Goldman Sachs Hires Jose Abad for Spanish Banking Research
Earlier he was chief economist at Spain’s Instituto de Credito Oficial, Spain’s state-owned development bank.
11/02/2015
Legal & General Investment Management America grows Index Fund Team
This addition follows a series of key hires and promotions within LGIMA's index business, which currently manages more than $59 billion in index strategies.
11/02/2015
Laurie Samay Promoted to Client Service Manager at Palisades Hudson Financial Group
Palisades Hudson Financial Group is a wealth-management firm in Scarsdale.