09/16/2015
Deutsche Grabs 2 Recruits For Private Bank
Deutsche Asset & Wealth Management picked up two J.P. Morgan recruits for its private bank.
People Moves
09/16/2015
Diversified Trust Expands Board of Directors with Distinguished Financial Services Evecutives. Elects New Board Chair
James R. Lientz, Jr. of Atlanta and Sue W. Cole of Greensboro to Add Strategic Leadership Experience to Board of Comprehensive Wealth Management Firm, Lientz Elected Board Chair
09/16/2015
BNY Mellon Adds Kirsten Sandberg as Senior Wealth Manager
Ms. Sandberg joins BNY Mellon from Bank of America
09/16/2015
New York Life Investment Management International appoints new Chairman
He Continues in his Longtime Role as Chief Executive Officer of Candriam Investors Group. John Grady Appointed a Vice Chairman of NYLIM International.
09/16/2015
First Republic boosts team
Former UBS Portfolio Managers Become Part of Growing Team In Newport Beach Office
09/15/2015
Citizens Bank grabs two local bankers from SunTrust and Wells Fargo
Moore most recently served as a senior origination banker with Wells Fargo Securities
09/15/2015
Post & Schell appoints Co-Chair of Newly Established Tax Controversy Practice
In 2007, he was named among the top 100 lawyers in both Philadelphia and Pennsylvania.
09/15/2015
Leading global alternative investment manager appoints new partner
He received his BS in Computer Science from the United States Air Force Academy
09/15/2015
BlackRock Names Salim Ramji to Head U.S. Wealth Advisory
BlackRock’s wealth advisory business distributes the firm’s mutual funds, iShares exchange-traded funds, separate accounts and other products through financial advisers and direct platforms.
09/15/2015
Bank of the James Financial Group, Inc. Appoints Lydia K. Langley to Its Board of Directors
Ms. Langley will serve on the audit committee for the Company and the compensation, audit and loan committees for the Bank.
09/15/2015
Dyal Capital Partners Appoints Alternatives Veteran John Dyment Head Of Business Services Platform
In this position, Dyment will lead the team of professionals dedicated to helping Dyal Capital's strategic partners achieve their unique business objectives.
09/14/2015
Robert Cohen and Joseph Sansone Named Market Abuse Unit Co-Chiefs
He also supervised the first cases charging violations of the Market Access Rule.
09/14/2015
SocGen announces new CEO of Americas business
Societe Generale Group has announced the appointment of Slawomir Krupa as Chief Executive Officer for Societe Generale Americas, effective January 1st 2016.
09/14/2015
Rockefeller & Co. Appoints John Pettenati As A Managing Director
Mr. Pettenati will be heading a new business development effort at Rockefeller & Co., with a specific mandate to expand the firm's interface with the New York metropolitan area and beyond.
09/14/2015
Fiera Capital expands leadership team with new additions
Canadian investment firm Fiera Capital Corp has appointed John Valentini as executive vice president and chief financial officer.
09/13/2015
Two advisers depart elite Private Banking and Investment Group
A spokeswoman did not respond to a request for comment.
09/13/2015
Greg Levenson returns from fighter pilot duties to head family-owned bank
On the site of the old Huning Castle apartments on Central Avenue, the bank is just steps away from lawns where children play
09/13/2015
Heckert named president of Million Dollar Round Table
Heckert will lead the association of more than 42,000 international members for a one-year term, effective Sept. 1.
09/11/2015
Berkshire Bank hires five for wealth management team
All the appointments are effective immediately.
09/11/2015
Kirk Buese appointed CIO of Aegon USA Investment Management
Kirk has more than 25 years' experience in fixed income, equity and derivatives investment management