05/26/2015
Deutsche Asset & Wealth Management appoints US head of investment strategy
He joins ARA with more than 20 years of experience in macroeconomic and financial analysis
05/26/2015
Evercore EVR, announced today that Jeffrey B. Rosichan has joined the Firm's Investment Banking business as a Senior Managing Director in its Equity Capital Markets Group based in Evercore's office in Menlo Park, California.
05/22/2015
BNY Mellon Wealth Management names new CEO
He will be based in New York where he will continue to direct the long-term growth and expansion strategy that the Wealth Management leadership team has been driving for the past two years.
05/22/2015
Dr. Rüegg is founder and CEO of Integral Finance AG
05/22/2015
Armstrong earned a BA in Economics from Grinnell College
05/22/2015
She joined New York Life in 2010 to run the institutional investments business and was promoted to co-president of NYLIM in 2014.
05/22/2015
Macquarie Capital has announced the appointments of Michael Barrish and Jeff Abt as Managing Directors in its U.S. Debt Capital Markets Group.
05/21/2015
He has led over 50 advisory and financing assignments representing more than $3.0 billion in transaction value.
05/21/2015
They managed $225 million in client assets at Southwest Securities.
05/21/2015
Mr. Young joins INTECH from Curian Capital/Jackson National Life Insurance
05/21/2015
Dan Minto, head of Deutsche Bank's growing – and state incentivized – technology center in Cary, says the team is looking to significantly increase its Cary headcount.
05/20/2015
Principal joins insurers adding asset managers to their boards as near-record-low interest rates pressure investment income.
05/20/2015
He was an Infantry Officer in the US Army and has a B.A. in Economics from Wofford College.
05/20/2015
The Private Client Reserve provides wealth management services to clients with $3 million or more in net worth
05/20/2015
A big-producing Morgan Stanley team of financial advisers has joined rival Merrill Lynch
05/20/2015
U.S. Bank has hired a top money manager from another Cincinnati bank and lost its new wealth management chief before he could start
05/20/2015
Baird Advisors, the institutional fixed income investment management division of Baird, announced that it has hired a nationally-recognized municipal investment team from BMO Global Asset Management
05/20/2015
U.S. Bank Wealth Management has appointed Beth Curley Prestine as private banking management director and John Sylla as wealth management advisor at The Private Client Reserve in Madison, Wis
05/20/2015
LLBH Private Wealth Management Enhances Team
New Director to focus on global service offerings
05/20/2015
Bank Wealth Management, a unit of U.S. Bancorp said Jory Sandusky has been named managing director