03/10/2015
BNY Mellon appoints David Weisberg private banker
Bank of New York Mellon Corp said it appointed David Weisberg as vice president and private banker in its wealth management business' Pittsburgh office
People Moves
03/10/2015
CIBC AM names new CEO
David Scandiffio will be joining CIBC as president and CEO of CIBC Asset Management, effective April 6th
03/10/2015
BofA Merrill Lynch hires adviser from RBC
Slevin and his three-person team managed more than $300 million in assets at RBC and had over $2.5 million in annual fees and commissions, Merrill Lynch said on Tuesday.
03/10/2015
Baird hires six advisers from Morgan Stanley, UBS, Bank of Kentucky
The group, with about 80 years of combined industry experience
03/10/2015
Fiduciary Trust boosts team
She joins Fiduciary Trust from Wells Fargo Private Bank
03/09/2015
Barclays appoints new Americas M&A head
Barclays also announced that Steve Wolitzer has been named vice chairman of banking.
03/09/2015
Standard Chartered appoints regional CFO for Americas
He will be based in New York, will oversee implementation of the bank's Americas financial strategy and cost management.
03/09/2015
LPL Financial Appoints Two Top Strategists to Research Team
As a partner and chief investment officer until 2005, Peterson oversaw all investment research
03/09/2015
Colony Group appoints chief marketing officer
Prior to joining Colony she spent over seven years as the VP of Marketing and Advisor Coach at Focus Financial Partners, LLC
03/09/2015
Canada’s long-serving bank ombudsman leaving job
Canada’s long-serving financial industry ombudsman is leaving his job and heading to the Channel Islands.
03/09/2015
ABN AMRO Names Sarfaty New Diamond and Jewelry Head
ABN AMRO has named Jeff Sarfaty head of its diamond and jewelry desk for North America.
03/08/2015
Hammer rejoins PIMCO
He has 13 years of investment experience.
03/08/2015
Lantern Investments hires industry veteran
He has four decades of experience in private client investment and wealth growth. He started his financial career at Merrill Lynch.
03/06/2015
BMO announces Milwaukee leadership changes
Kaiser has worked at BMO for 19 years
03/06/2015
RBC Wealth Management names director of Syracuse branch
RBC Wealth Management announced it has appointed Brewster Sears as the new branch director of its Syracuse–area office.
03/06/2015
Golden State Wealth Management boosts team
Golden State Wealth Management welcomes its newest affiliate, James Goetz
03/05/2015
JPMorgan Names Co-Heads of North American and European M&A
JPMorgan is ranked first in global M&A this year
03/05/2015
UBS Reveals Six New Hires for U.S. M&A
Mr. Pickett and Mr. Strug were previously co-heads of the consumer retail group at Evercore
03/05/2015
NFP Retirement Adds Five Consultants
These additions are in line with NFP Retirement’s commitment
03/05/2015
Directional Wealth Management Welcomes New Team Member
He is currently licensed in New York and New Jersey. Christian is a resident of Lake Hiawatha.