05/20/2016
Union Bank bulks up private wealth management team
All three hires joined as private wealth advisers.
People Moves
05/20/2016
BNY Mellon names Robert Kricena wealth management's regional president
The firm also said Shannon Kennedy will additionally lead its southwest offices.
05/20/2016
BlackRock Taps CPPIB's Wiseman As Global Active Equity Head
Wiseman joins BlackRock from CPPIB, where he has served as president & CEO since 2012.
05/20/2016
Former Morgan Stanley Exec Joins Rubicon Fund Management in Senior Role
Morgan Stanley's winnowed FX unit has led to a number of appointments elsewhere with Anna Sands joining Rubicon Fund Management.
05/20/2016
Baker Tilly Names Gary Peric State and Local Tax Leader
He has been a managing partner and led SALT practices for large, international accounting and advisory firms.
05/20/2016
CPPIB Wiseman Goes to BlackRock, Machin Becomes CEO of CPPIB
Wiseman will also assist BlackRock Alternative Investors.
05/19/2016
Baum joins Janney as wealth management EVP
Baum had been executive vice president at BPU Investment Management Inc. and previously was a senior vice president at Smith Barney Inc.
05/19/2016
Union Bank Adds Trio to Private Wealth Management Team
Their advisory activity will include providing clients with tailored solutions focused on their goals and working closely with them to implement agreed strategies.
05/19/2016
RBC hires U.S. co-heads of consumer and retail banking
Andrew van der Vord comes from Credit Suisse, where he was global vice chairman of consumer investment banking.
05/19/2016
5 More Bankers Leave Credit Suisse
Departures have accumulated over the last several weeks.
05/19/2016
PwC names Rob Mesirow principal
Mesirow, who would join PwC's technology, information, communications.
05/19/2016
Jim Copeland Appointed to Chief Operating Officer, Grant Thornton LLP
Jim has also held numerous leadership positions with the firm, including: National Managing Partner, Advisory Services and National Manufacturing Leader.
05/18/2016
Alvarez & Marsal Hires Two Transformation Services Experts To Serve Wealth Management Sector
Until recently, the business model on which financial institutions have built out wealth management organizations has largely gone unchallenged.
05/18/2016
Itau Economist Goldfajn Named Brazil’s Central Bank Chief
They’re giving them the right legal and political conditions to do their job.
05/18/2016
US Senate Nominates Indian-American Swati Dandekar As Asian Development Bank Director
Obama had nominated Ms Dandekar to the top US position in Asian Development Bank in November last year.
05/18/2016
Eze Software Adds Tech Industry Veteran To Seasoned Executive Bench
In 2015, Eze Software Group added 275 new clients using one or more applications within EzeSoft Investment Suite across all major market regions.
05/18/2016
Broadridge Appoints General Manager of Mutual Fund Proxy Voting Business
He holds Executive Education Certification from the Securities Industry and Financial Markets Association/Wharton program.
05/17/2016
Snowden Lane Partners Forms “Veritas Private Wealth Group” in New York City
Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Joseph Hubbell has joined the firm from Merrill Lynch and has been appointed Partner a
05/17/2016
Joe Calabrese Appointed National Head Of Investments For Key Private Bank
KeyCorp today announced that Joe Calabrese has joined the bank as National Head of Investments for Key Private Bank.
05/17/2016
Nuveen Hires Bill Stout to Drive Alternative Investments Growth
New Role Draws Upon Deep and Diverse Suite of Alternative Investment Offerings Across TIAA Global Asset Management