11/14/2014
Sendero Wealth Management hires new research director
Investment advisory firm Sendero Wealth Management has named Amaury de Barros Conti as their new director of research and strategy.
11/14/2014
SunTrust Robinson Humphrey has added John Rizzuto and Michael Lewis to its Equity Research team to boost coverage of the software and real estate investment trust sectors.
11/14/2014
Mr. Shamieh has more than 28 years of industry experience
11/14/2014
Trousdale and a spokesman for Credit Suisse declined to comment. Taubman could not be reached for comment.
11/13/2014
Goldman Sachs Names 78 Employees as Partners
Goldman’s Latest Partner Class Will Join Some 400 Current Partners
11/13/2014
J. Thomas Wiley Jr. to Become CEO of State Bank and Trust Company
Joe Evans, Chairman and CEO of State Bank Financial Corporation announced today that J. Thomas Wiley Jr. will be named CEO of the company's principal operating subsidiary, State Bank and Trust Company, effective January 1, 2015.
11/13/2014
Lazard investment banking head to become advisor at US Treasury
Antonio Weiss, global head of investment banking at Lazard, will be nominated by President Barack Obama as the U.S. Treasury Department’s top domestic finance official, the White House said in a statement.
11/12/2014
Wells Fargo nets $972M JPMorgan team
The Reed, Gates, Strait Wealth Management group joins Wells Fargo Advisors in Lexington, Ky.
11/12/2014
Canaccord Genuity expands investment banking group
He will be based in Washington, DC and will focus on leveraging Canaccord Genuity's global capabilities to deliver a broad range of investment banking services
11/12/2014
PwC Announces New Tax Leader for Florida
Tax Veteran Brings Twenty-Three Years of Experience to the Role
11/12/2014
Evercore Wealth Management expands team
She joins Evercore Wealth Management from Brandywine Group Advisors, a multifamily office
11/12/2014
BlackRock Inc is reorganizing its sales force and has hired Lee Beck, a former managing director with J.P. Morgan Funds, to oversee sales to wirehouses
11/12/2014
Archvest was founded by investment advisers Eric Lai and John Wenzel, who together had managed $100 million in client assets at their Walnut Creek, California-based firm.
11/11/2014
Deutsche Asset & Wealth Management adds Private Bankers in New York
With over 30 years of industry experience, Kirby joined as a Managing Director and Private Banker
11/11/2014
Wells Fargo Hires a Team From J.P. Morgan Private Bank -- Street Moves
The team, which focuses on high-net-worth clients, managed more than $972 million in combined assets and deposits and had $5.95 million in revenue, a Wells Fargo spokeswoman said.
11/11/2014
New York financial regulator Benjamin Lawsky may leave his post in the coming months after helping extract record settlements from major banks and proving a thorn in the side of other authorities
11/11/2014
Venture Global LNG hires Morgan Stanley Vice Chairman as new CEO
Venture Global LNG, Inc. has hired William M. Wicker to lead the company as CEO.
11/11/2014
JPMorgan Chase & Co. appointed former Australian Prime Minister John Howard to its global advisory group.
11/11/2014
Neuberger Berman appoints former McKinsey partner as head of client service
Dufetel is currently a member of the board of directors for CityHarvest, a non-profit organisation committed to ending hunger in communities throughout New York City.
11/10/2014
Jefferies Group LLC named Tim Sullivan to head U.S. high-yield bond trading, according to a person briefed on the matter.