08/21/2015
Gail Nursey joins BNY Mellon Wealth Management as managing director
She is based in Tampa.
People Moves
08/21/2015
Heartland boosts Private Client Services division
She has been an adjunct professor at St. Mary’s College in Moraga, CA
08/20/2015
Andersen Wealth announces new hire
All investment advisor representatives with Andersen Wealth Management practice as licensed fiduciaries.
08/20/2015
Sage Private Wealth hires advisers from Northern Trust Securities
Sage offers securities through Raymond James Financial Services, the independent broker-dealer channel of Raymond James Financial Inc.
08/20/2015
Brookwood Announces Promotion of Miles B. Janich
Mr. Janich graduated in three years from the University of California, Santa Barbara
08/20/2015
Lebenthal Asset Management Expands Portfolio Management Team
Addition Continues Execution of Growth Strategy of Lebenthal
08/20/2015
Fifth Street Asset Management announces Board changes
The Board of Directors appointed Mark J. Gordon to the Audit Committee and David J. Anderson to the Nominating and Corporate Governance Committee to fill the vacancies created by Mr. Meyer's retirement.
08/19/2015
Mizuho Hires Eric Shenker for Equity Trading Post
The move is the latest by Mizuho Securities USA, the U.S. investment banking subsidiary of Mizuho Financial Group, to expand its presence in stock trading.
08/19/2015
Franklin Wealth Managementexpands client relations team
He will join the team in the role of Operations Specialist.
08/18/2015
Noyes Continues to Strengthen Its Wealth Management Team
Longstreth earned a Bachelor of Art in Communications from Purdue University, West Lafayette, IN.
08/18/2015
Investacorp boosts team
Investacorp was the perfect solution for their needs, as well as being in close proximity to his practice.
08/18/2015
Dallas Fed bank taps Harvard professor as new president
Kaplan was appointed by eligible members of the Dallas Fed board of directors and approved by the Board of Governors of the Federal Reserve System.
08/18/2015
Manulife Asset Management Adds Dario Di Napoli as Managing Director, Institutional Sales
He will also assist with Manulife Asset Management's larger defined contribution plan sponsor relationships, working closely with the firm's Group Retirement Solutions affiliate.
08/18/2015
Glenmede Appoints Peter Zuleba President of Glenmede Investment Management
As President of GIM, Mr. Zuleba will oversee the research, trading and portfolio management of equity, fixed income, alternative and risk-management strategies.
08/18/2015
Mariano Giralt to head BNY Mellon global tax services team
Giralt, who joined the company four years ago, previously led its tax services team for Europe, Middle East and Africa region
08/18/2015
Nuveen Investments Hires Multi-Asset Class Solutions Expert
He joins Nuveen from Voya Investment Management in New York
08/18/2015
Cornerstone Adds Two to Bolster Global Team
Yang joins Cornerstone after four years at JP Morgan Asset Management
08/18/2015
UBS Wealth Management Hires Top Morgan Stanley Brokers
A father and son duo has parted with Morgan Stanley after generating over $1.6 million in revenues for the bank
08/18/2015
World Long-Drive Champion Tim Burke Joins VisionQuest Wealth Management
VisionQuest Wealth Management announced today that Tim Burke has joined the firm as Managing Director of service activities in Orlando, Florida.
08/18/2015
LPL Financial grabs Wells Fargo Advisors technology exec, adds new client
The country’s largest independent broker-dealer tapped Anthony Perkins to serve in the newly created role of executive vice president of technology product development.