08/21/2014
J. Streicher Asset Management LLC, a U.S.-based SEC registered investment advisory firm, has announced the board of directors has unanimously elected Lewes resident Todd M. Schoenberger as president effective Aug. 1.
08/20/2014
Deutsche Bank has hired two technology executives as part of an effort to deal with more scrutiny from regulators, including over control failings identified by the Federal Reserve Bank of New York.
08/20/2014
Camden Capital Names new MD
She has twenty-five years of experience advising legal professionals, business owners, entrepreneurs and high net worth families on wealth management, legacy planning and family office matters.
08/20/2014
The company will be auctioned to private equity firms later this year and could be worth around $600 million.
08/20/2014
Towers Watson Names Head of risk Consulting, Software
He will take over his new role from Sept. 1 and will be based in Towers Watson's Stamford office in Connecticut.
08/20/2014
Aviva Investors announced today the recent hiring of four senior investment and risk professionals in its Chicago and Toronto offices
08/20/2014
NFP Advisor Services has added over 60 retirement plan advisors, the majority of whom came from Financial Telesis.
08/19/2014
Columbia Management Hires Industry Veteran
He is responsible for the distribution of investment products and solutions across all of the firm’s retail channels as well as the DCIO and 529 businesses.
08/19/2014
Citi Private Bank boosts West Coast team
He will report to Lisa Roberts, head of Citi Private Bank in Northern California.
08/19/2014
Lynfield was senior vice president at Wells Fargo for the past 28 years and is joined at his new practice--called Lynfield Kozik Investment Group--by Mike Kozik, a CFP who spent his eight-year career at Wells Fargo.
08/19/2014
The breadth of his experience and his passion for investing will serve our clients well
08/19/2014
Montag will continue to head the investment banking and capital markets businesses
08/19/2014
Okabena Co. CEO Christine Galloway will retire at the end of the year, the Minneapolis-based wealth management firm said Monday.
08/18/2014
Ben Pace, former CIO at Deutsche Bank Asset & Wealth Management Multi Asset Group, and eight members of the Portfolio Consulting Group have joined HPM Partners, an independent investment and financial services advisory firm
08/18/2014
Legal & General Investment Management's head of US equities Nigel Holland has left the firm, after his fund was merged away last month.
08/18/2014
Mr. Conheeney, 50, will be succeeded by Douglas Haynes, 48, a former McKinsey & Company director
08/18/2014
McElreath had been working in FX sales at Goldman Sachs since 2010
08/18/2014
Moody will report to Arun Ratra, head of global solutions
08/17/2014
Boston Private Bank boosts CA wealth team
She will supervise Boston Private's multiple banking offices and the development of intercompany partnerships.
08/17/2014
Echevarria also serves on the President's Export Council