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People Moves

10/05/2015

Neuberger Berman Appoints Matthew Malloy Global Head Of Insurance Solutions

Mr. Malloy will lead efforts to deepen relationships with existing clients and to guide the firm's strategy for delivering general account advice and solutions to the global insurance client segment.

10/05/2015

Michael Liftik Named SEC Deputy Chief of Staff

Mr. Liftik became Senior Advisor to Chair Mary Jo White in April 2013

10/02/2015

Chatham Residents Join Chatham Wealth Management Team

Ryan has over 10 years financial services and credit rating agency experience.

10/02/2015

Ascent Private Capital Management Taps Moeller as Portfolio Manager

Moeller joins Ascent’s Investments team led by Joe Hinderer in Minneapolis.

10/01/2015

Kellie Neuhaus Promoted to Private Client Services Managing Director in Boston

Andersen Tax now has 134 Managing Directors in 18 locations in the U.S.

10/01/2015

Aventis Asset Management Hires Byers as Head of Business Development

Founded in 2006 by veteran commodities specialist and former CBOT floor trader Paul Kim, Aventis employs a fundamental, discretionary trading strategy

10/01/2015

Aventis Asset Management hires head of business development

Effective September 1, 2015, Byers is responsible for the strategic planning and implementation of all Business Development efforts for Aventis.

10/01/2015

Deimos Asset Management Taps Warner For PM Role

Warner’s addition continues to build on the Deimos strategy of developing a suite of hedge fund products

10/01/2015

Citi boosts retail M&A business with Credit Suisse hires

Anton joined Credit Suisse in 2005

10/01/2015

Merrill Shuffles Brokerage Managers in Wake of Broader Cost Cuts at BofA

Brokerage also cuts number of regional ‘divisions’ to 10 from 11

10/01/2015

Morgan Stanley Promotes Ted Pick, Dan Simkowitz to New Roles

Pick and Simkowitz, both more than 20-year veterans of Morgan Stanley, are taking over businesses struggling to meet their financial targets.

10/01/2015

$370M Team Leaves Merrill For Stifel

The team, operating as NSCHH Wealth Management Group, is supported by Cathy Carr, a registered client service associate.

10/01/2015

Morgan Stanley Said to Hire UBS’s Prelle for German Banking

Prelle, who was most recently chairman of corporate client solutions at UBS in Germany, will continue to be based in Frankfurt

09/30/2015

Ed Kleist Appointed Senior Private Client Advisor in Bank of the West Wealth Management Group's New Ultra High Net Worth Business

A former CPA, Kleist has extensive experience delivering wealth planning, investment and credit solutions to families

09/30/2015

HighTower's Gryphon Financial Partners Adds Two Advisors, Surpasses $1 Billion in Client Assets

Mr. Regan began his career at Merrill Lynch in 1995.

09/30/2015

Glenmede Names Lee Miller Regional Director of Firm's New York Office

NYC Office Appoints 25-Year Industry Leader as Director and Welcomes Lea Emery

09/30/2015

Wedbush Securities Announces Kirsten Fraunces and Ian Winer as Co-Heads of Equities Division

In addition, Wedbush launches Advanced Securities Division initially focused on digital currencies and contracts, and private company shares.

09/29/2015

Scotiabank Welcomes Eduardo Pacheco to Its Board of Directors

Mr. Pacheco is the Chief Executive Officer and a director of Mercantil Colpatria S.A. As Head of the Colpatria Group

09/29/2015

Merrill nabs $270 million-asset Texas duo from Wells

O'Connell worked at Merrill's Wellfleet, Massachusetts

09/29/2015

Claren Road co-CIO to retire at end of the year

Claren Road reported assets of $4.2 billion as of June 30, down from a peak of $8.5 billion as of Sept. 30, 2014

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