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
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 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
He succeeds John Melvin who has left to join Hartford Investment Management Company
09/09/2015
Christopher Hill joins brokerage’s Miami branch
09/09/2015
He has more than 16 years of experience in the financial services industry
09/09/2015
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
As President, Jim will lead the respected organization through the next phase of growth
09/09/2015
They have a combined AUM of $250 million and maintain three different offices in Connecticut.
09/09/2015
He will also be a member of the investment strategy, investment policy, due diligence and operating committees.
09/09/2015
In this role, Silverstein will support workers’ compensation, primary and excess casualty, product recall and international casualty products.
09/07/2015
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
09/03/2015
Fortress Hedge-Fund Executive Stuart Bohart Has Left Firm
Departure follows period of disappointing performance and investor withdrawals
09/03/2015
Sequoia Capital loses three partners
Warren Hogarth has been with the firm since 2008
09/03/2015
JLT Specialty Insurance Services Inc. Announces Appointment of Andrew Pelzer as Vice President, Transaction Advisory Practice
This announcement comes as JLT Specialty USA continues its strategy in expanding its core capabilities in the key industry
09/03/2015
Cowell is returning to join the growing investment services team of investMAX.
09/03/2015
Lipari managed about $1.3 million in assets at Merrill Lynch.