04/06/2015
Turner Investments boosts team
"John's strong technical background in healthcare, combined with the effective risk-management discipline he has demonstrated throughout his professional career, will complement the great research and stock selection capabilities of Turner'
04/06/2015
LPL Financial says CFO Dan Arnold is replacing outgoing President Robert Moore
04/02/2015
Terry brings extensive knowledge and more than 30 years experience in the areas of strategic planning
04/02/2015
Swiss Private bank trims executive ranks of Americas wealth management unit
Two members of the firms's Wealth Management Americas' executive committee have stepped down
04/02/2015
UBS trims executive ranks of Americas wealth management unit
Two members of UBS AG's Wealth Management Americas' executive committee have stepped down
04/02/2015
Young is replacing Joe Rezabek who left the position to lead a privately held firm also based in Columbus, Ohio
04/01/2015
JPMorgan Chase & Co. executives have been deposed and thousands of pages of internal documents subpoenaed as part of a U.S. investigation into the bank’s asset-management unit, according to people familiar with the situation.
04/01/2015
Barry is a graduate of Excelsior College in Albany, New York
04/01/2015
Powers, who has lead State Street Global Advisors (SSgA) for more than seven years, will work with O’Hanley over the next several months to ensure a smooth transition.
04/01/2015
“We are excited to announce Greg in his new role through this planned transition in the Northeast Louisiana region,” said Karl E. Hoefer, Louisiana regional president.
04/01/2015
David Scott is based in Dallas and is part of the Portfolio Valuation practice
04/01/2015
SS&C Technologies Holdings, Inc. , a global provider of financial services software and software-enabled services, today announced it has appointed Samuel D. Eckelmann as Vice President
04/01/2015
Ms. Cahill will be responsible for business development of hedge fund solutions focusing on North American institutions.
04/01/2015
The appointment of Phillips comes as Itaú BBA seeks to boost its presence in Latin America debt capital markets and especially in Mexico, where equity and bond offerings are outpacing those in the lender's home turf.
04/01/2015
Kulpins will continue to manage the teams responsible for hedge fund research and portfolio management, while Vogt will continue to focus on macro level analysis, strategy allocation, and portfolio research.
04/01/2015
JPMorgan Chase & Co., the biggest U.S. bank, named John Horner treasurer and chief investment officer, succeeding Craig Delany, who announced his retirement last month.
03/31/2015
Tom’s appointment as CIO is the culmination of an extensive national search, conducted with participation from the Technology committee
03/31/2015
Long said in an interview he left Wedbush to join Irvine, California-based Index Fund Advisors because of the rapid growth
03/31/2015
With 30 plus years of financial services experience, Brinker has held senior positions at firms
03/31/2015
Mr. Walsh will split his time between the firm's Birmingham headquarters and serving his clients in the Palm Beach area