09/10/2015
Anthony Cruz Joins Lenox Advisors in Chicago
Anthony will work with a team of Lenox professionals to develop and implement financial solutions that are in direct alignment with each client's objectives.
People Moves
09/10/2015
Mizuho Continues Expansion of Capital Markets Platform With Senior Appointment to U.S. Private Placements Business
He spent the majority of his career with J.P. Morgan, where he held a number of senior positions in the debt private placement group, including serving as Global Head of the Debt Private Placement business for the last five years.
09/10/2015
Blue Point Capital Partners Adds Three to Cleveland Team, Announces Retirement of CFO Lisa Root
He brings more than 15 years of experience spanning multiple facets of the financial services industry.
09/09/2015
MIRAE Asset Global Investments Grows Equity Analyst Team in U.S.
Mirae Asset applies an extensive bottom-up fundamental approach to construct high-conviction, concentrated portfolios
09/09/2015
Deutsche Hires Exec in Private Bank's Expansion
In the past decade, Deutsche has made several hires in order to expand its private bank in Latin America, Texas and Miami, according to statements from the firm.
09/09/2015
Bank of the West Builds Wealth Management Team in Las Vegas
She joined Bank of the West as senior trust officer for its Wealth Management team in Las Vegas.
09/09/2015
Keefe, Bruyette & Woods Bolsters Insurance Practice with Key Personnel Appointment
Based in New York, Mr. Chawhan will work alongside Seth Bair and Joseph Beebe, KBW’s Co-Heads of Insurance Investment Banking
09/09/2015
Goldman Sachs’ Merchant Banking hires advisor
Former Chairman and Chief Executive Officer of United Technologies Corp., retired in November 2014 after 22 years with the company.
09/09/2015
UBS Hires 4 Financial Advisors From JPMorgan Chase
UBS Group AG's Wealth Management Americas said it hired a team of four financial advisers with about $6 billion in assets under management from JPMorgan Chase & Co.
09/09/2015
Armas to head GSAM insurance fixed income
He succeeds John Melvin who has left to join Hartford Investment Management Company
09/09/2015
J.P. Morgan Adviser Overseeing Nearly $2 Billion Joins Wells Fargo
Christopher Hill joins brokerage’s Miami branch
09/09/2015
BNY Mellon expands wealth management office in Los Angeles
He has more than 16 years of experience in the financial services industry
09/09/2015
Mackenzie Investments names head of U.S. institutional sales
Mr. McMahon focuses on Mackenzie’s institutional strategies, initially concentrating on global and international growth equity, global natural resources and global value equity.
09/09/2015
Merrill Team Departs to Offer Family-Office Services
A lot of advisers are looking for more ways to differentiate themselves
09/09/2015
Jim Fitzpatrick Named President of NICSA
As President, Jim will lead the respected organization through the next phase of growth
09/09/2015
Investacorp adds Michael Nobile, Scott Hinchey, Michael McCabe, and David Tauber with a combined AUM of $250 million in Client Assets
They have a combined AUM of $250 million and maintain three different offices in Connecticut.
09/09/2015
Pitcairn Names Mark McCarron Managing Director
He will also be a member of the investment strategy, investment policy, due diligence and operating committees.
09/09/2015
Willis Names Lockton’s Silverstein Senior VP for National Casualty
In this role, Silverstein will support workers’ compensation, primary and excess casualty, product recall and international casualty products.
09/07/2015
Deutsche hires former Citi banker for US push
The appointment of the 20year industry veteran will be announced next week.
09/03/2015
Dawn Ripkey joins U.S. Bank Wealth Management as adviser
She has more than 25 years of experience in the banking and financial services industry