10/29/2015
David Medlin of Maven Wealth Consulting LLC, Unites with 360 Wealth Management of Dallas
Longtime resident of Colleyville, Texas joins forces with Large LPL Hybrid RIA firm to further accelerate its growth.
People Moves
10/29/2015
Morgan Creek launches private wealth advisory team
The group will work mostly with intermediary distribution channel, focusing on wealth advisors managing $500 million to $2 billion in assets.
10/29/2015
Monroe Capital Hires Sturrock, Expands Coverage in Canada
The expansion of our product offering in Canada is consistent with our plan to deepen our presence in the middle market throughout North America.
10/29/2015
Hibler joins Megalith Capital Management’s acquisitions and asset managment team
In his new role, Hibler will be responsible for underwriting and financial analysis of acquisitions and new development projects.
10/28/2015
Rockefeller appoints marketing director
He has also worked at U.S. Trust, Merrill Lynch Wealth Management and Morgan Stanley.
10/28/2015
Jon Hibler Joins Megalith’s Acquisitions and Asset Management Division
Prior to Joining Megalith, Hibler was part of Hines’ land development team.
10/28/2015
Charlotte-based executive named Wells Fargo treasurer
Ackerman has served as treasurer since 2005.
10/28/2015
Credit Suisse just raided Barclays for a big banking team
The new team is expected to start by the first quarter of 2016.
10/28/2015
Jay Fishman Resigns From Carlyle Board of Directors
Carlyle Appoints Anthony Welters as an Independent Director
10/28/2015
Herbert Smith Freehills recruits senior US securities partner Tom O'Neill to join its capital markets practice
Tom has worked across a broad range of capital markets products including in the equity
10/28/2015
Fitzpatricks Private Wealth nabs former AMP exec
Rob Thomas joined Fitzpatricks after working as AMP's senior executive for research and technical for three years.
10/28/2015
CalPERS Hunts New Chief Risk Officer
The US’ biggest pension is searching for a new risk chief, Sweden’s AP3 has appointed one, and a Power 100 member has added an advisory role to his CV.
10/27/2015
Rockefeller & Co. Names Kara Valentine Vice President and Director of Marketing
Prior to that position, she spent over 20 years in senior, client-oriented marketing roles at U. S. Trust
10/27/2015
Janus Capital Group Inc. Appoints Arnold Pinkston to Its Board of Directors
Prior to Allergan, Mr. Pinkston served as senior vice president, general counsel and secretary for Beckman Coulter
10/27/2015
Boston Private Wealth Announces Executive Appointments
The appointments are a key element in Boston Private Wealth's drive to further establish itself as a world-class provider of personalized, creative and comprehensive wealth management and advisory solutions.
10/27/2015
Hovde Group Expands its Investment Banking Group Practice with the Addition of Nick Rieser as Managing Director
Mr. Rieser will principally cover the Northeast and certain Midwestern markets, and will be based in New York City.
10/27/2015
Wells Fargo Corporate Treasurer Paul Ackerman to Take Vice Chairman Role in Wells Fargo Securities
Company Veteran Neal Blinde Named Corporate Treasurer
10/26/2015
Fifth Third Bank announces new executives
Torie has 33 years of experience in commercial large corporate and investment banking Read more: The Marietta Daily Journal - Fifth Third Bank announces new executives
10/26/2015
Droster to assume branch director role for RBC Wealth Management
Financial advisers find themselves with clients who are awash in information
10/26/2015
Carret Hires Kenneth Ho As Managing Partner For International Business
Ho earned his master's degree of business administration from the University of Chicago Booth School of Business.