03/31/2015
TCF Financial Names Chief Information Officer
Tom’s appointment as CIO is the culmination of an extensive national search, conducted with participation from the Technology committee
People Moves
03/31/2015
Ex-Wedbush private client head joins Index Fund Advisors
Long said in an interview he left Wedbush to join Irvine, California-based Index Fund Advisors because of the rapid growth
03/31/2015
PCR Lands Veteran Sales And Financial Services Executive
With 30 plus years of financial services experience, Brinker has held senior positions at firms
03/31/2015
Schechter Wealth Appoints New Wealth Advisor; Expands Firm to West Palm Beach Area
Mr. Walsh will split his time between the firm's Birmingham headquarters and serving his clients in the Palm Beach area
03/31/2015
HBE Wealth Management boosts team
His local experience, partnered with his passion for our investment philosophy and commitment to putting clients first
03/31/2015
JMB Insurance Names Chris Gambino to Risk Management/Private Equity Practice
JMB Insurance reported that Chris Gambino has joined the firm to work with its expanding Private Equity practice area
03/31/2015
Barclays hires Jonathan Eckard from Citigroup
He has also worked at Leerink Swann & Co Inc and HSBC Holdings Plc.
03/31/2015
Scott Powers to Retire from SSGA in 2015
O’Hanley has nearly 30 years of experience in leadership roles
03/30/2015
Maxim Group Expands Equity Research Platform
Leading full-service investment banking, securities and wealth management firm announced the expansion of its Healthcare Equity Research platform through the promotions of Dr. Jason McCarthy, Ph.D and Robert LeBoyer
03/30/2015
Cantor Fitzgerald Adds Veterans to Emerging Markets Debt Capital Markets Team
Cantor Fitzgerald, today announced the expansion of its Emerging Markets Debt Capital Markets sales and trading team with the appointments of Dray Simpson, Alex Yulman and Michael Barfoot as Managing Directors
03/29/2015
PIMCO Announces 2015 Managing Directors
PIMCO is pleased to announce the promotion of following Managing Directors
03/27/2015
Pinnacle Private Wealth boosts team
He will focus on offering fee-based investment management services to individuals, endowments and retirement plan sponsors
03/27/2015
Headhunter contacts Morgan Stanley's Fleming about CEO job at BNY Mellon
At the prompting of at least one director of Bank of New York Mellon Corp, an executive recruiting firm has come up with a list of potential candidates to replace embattled CEO Gerald Hassell
03/27/2015
Senior Merrill Lynch executive leaves amid job cuts
A senior Merrill Lynch executive in the firm's equities division left the company as jobs were cut
03/27/2015
Janney Montgomery Scott Announces Promotions in its Investment Banking Division
These promotions support our strategy to align our talent and expertise
03/27/2015
Premier multi-family 0ffice boosts team
He will initiate targeted strategic acquisitions, from due diligence to post-merger integration
03/27/2015
iCapital Network Hires Respected Author and Private Wealth Strategist
She brings more than two decades of experience as a marketer, author, media personality, family office consultant, and highly-regarded private wealth strategist, making her the ideal candidate to help bring iCapital Network’s state-of-the-art platfo
03/27/2015
Bank of the West hires new top executive to boost tech lending
Prior to joining Bank of the West, Merkle-Raymond worked for more than two decades at Bank of America Merrill Lynch
03/27/2015
Bank of America Corp Defends Naming CEO As Chairman
The bank has received criticism over allotting CEO, Bryan Moynihan the title of chairman
03/26/2015
O'Shaughnessy Asset Management Expands Portfolio Management Team, Boosts Employee Ownership of Firm
The firm also has appointed industry veteran Matt Waz to head up its new West Coast office