04/20/2016
Lacey Johnson, CFP, Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
She earned her B.A. from Baylor University. In addition to the CFP® designation, Ms. Johnson holds a number of industry designations and licenses.
04/20/2016
Renaud was named president of the investment manager’s Canada operation in January 2015 after the insurer closed its purchase of the Canadian-based assets of Standard Life.
04/20/2016
Ragland joins AXA IM from the business development team at Kleinwort Benson Investors.
04/20/2016
These solutions include fund administration, middle-office outsourcing, custody, depository, trustee, fund of hedge fund financing, FX and wider banking services.
04/20/2016
In his new role, Gallivan will hire a team of experienced investment bankers tasked with growing Mizuho's footprint in equity, mergers & acquisition, event driven financing and financial sponsor activity.
04/19/2016
Adams Street is constantly looking to add professionals who possess the talent, energy and integrity to help our clients achieve their private market investment objectives.
04/19/2016
Bank Leumi USA has hired two bankers from Citigroup, Elsa Burton and Craig Warden, to help lead its operations in Los Angeles.
04/19/2016
Sumitomo Mitsui Financial Group Inc. has formed an investment-banking group in the United States, part of a push to expand its mergers advisory business even as competitors from Nomura Holdings Inc. to Goldman Sachs Group Inc. move to curtail costs.
04/19/2016
The pair managed $287 million in assets and generated $2.6 million in revenue while at Morgan Stanley.
04/19/2016
Wells Fargo Asset Management appoints new CEO
She most recently served as executive vice president at State Street Global Advisors, the investment management arm of State Street Corporation.
04/18/2016
Fine art specialist Sarah Johnson Court is bringing her distinguished collection of risk management and insurance expertise to Alliant Insurance Services.
04/17/2016
He joins from Barclays, where he landed when the British lender acquired his former employer Lehman Brothers in 2008.
04/17/2016
Woolworth, who has been with the city since 2009, was promoted to CIO last year
04/15/2016
In his asset and wealth management practice, Lom advises clients on fund formations, private equity transactions, SEC and related regulatory matters, corporate issues and tax matters.
04/15/2016
Shafir was an executive-board member until restructuring in October last year
04/15/2016
He previously worked at Baker & McKenzie for nearly six years and is proficient in English, Spanish, French and Greek.
04/14/2016
Kirby Fitzgerald has joined Artisans' Bank as the vice president of the commercial banking division.
04/14/2016
The job cuts came as Macquarie merged several industry groups in its investment banking division
04/14/2016
He will lead Sun Life's U.S. National Accounts sales team, which specializes in meeting the distinct benefits needs of larger companies, and will also oversee strategic distribution alliances.
04/13/2016
Peter Siedem joins Imperial Capital as a Managing Director in the High Yield Sales Group in New York. He brings more than 25 years of experience to the Imperial team.