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.
01/27/2016
McCarthy has also represented and defended U.S. and international corporate clients, as well as individual clients, in white collar criminal proceedings
01/27/2016
Kocis, Kinsella and Rohlfing will be opening IHT’s newest office in Oakbrook, Ill.
01/27/2016
Tiedemann Wealth Management boosts investment committee
He currently serves on the Investment Committee for the Board of the West Point Association of Graduates.
01/27/2016
Wells Fargo announces senior promotions
This unit works with business owners and their advisors to develop a succession plan, value the business, sell the business or manage closely-held interests held in trust or agency accounts.
01/27/2016
He is the fifth portfolio manager to join Deimos since last July
01/27/2016
Leading accounting firm shifts leadership structure to advance future growth strategy
01/27/2016
He will become a partner at WeiserMazars and he and his team will relocate to WeiserMazars’ Long Island office.