04/07/2015
Oppenheimer Names President Of Oppenheimer Asset Management
Oppenheimer Asset Management Inc., a unit of Oppenheimer Holdings, is pleased to announce that Bryan E. McKigney will become its President, effective on April 15
People Moves
04/07/2015
Cetera Gears Up for More Growth
Cetera is now focused on getting its leadership and operations strategy in place.
04/07/2015
Bank of America Corporation Hires New Vice Chairman For Equity Capital Markets
Michael Wise is joining Bank of America Merrill Lynch, as vice chairman of worldwide equity capital markets
04/07/2015
Mark Landis Joins Wavelength Capital Management
Wavelength Capital Management, LLC , a leading provider of liquid alternative investments and portfolio solutions, today announced that Mark Landis has joined the company as Co-Managing Partner, effective immediately
04/06/2015
Turner Investments boosts team
"John's strong technical background in healthcare, combined with the effective risk-management discipline he has demonstrated throughout his professional career, will complement the great research and stock selection capabilities of Turner'
04/06/2015
LPL Names Arnold to CEO Slot
LPL Financial says CFO Dan Arnold is replacing outgoing President Robert Moore
04/02/2015
Rick Terry Named Private Wealth Director for Heartland Financial USA, Inc.
Terry brings extensive knowledge and more than 30 years experience in the areas of strategic planning
04/02/2015
Swiss Private bank trims executive ranks of Americas wealth management unit
Two members of the firms's Wealth Management Americas' executive committee have stepped down
04/02/2015
UBS trims executive ranks of Americas wealth management unit
Two members of UBS AG's Wealth Management Americas' executive committee have stepped down
04/02/2015
Award winning Huntington Bank hires new President for Asset Services Inc.
Young is replacing Joe Rezabek who left the position to lead a privately held firm also based in Columbus, Ohio
04/01/2015
JPMorgan Execs Said Deposed in SEC Asset-Management Probe
JPMorgan Chase & Co. executives have been deposed and thousands of pages of internal documents subpoenaed as part of a U.S. investigation into the bank’s asset-management unit, according to people familiar with the situation.
04/01/2015
MetLife Premier Client Group Names Managing Partner of Tri-State Partners
Barry is a graduate of Excelsior College in Albany, New York
04/01/2015
SSgA Taps Former Fidelity Exec as New President, CEO
Powers, who has lead State Street Global Advisors (SSgA) for more than seven years, will work with O’Hanley over the next several months to ensure a smooth transition.
04/01/2015
IberiaBank names market president
“We are excited to announce Greg in his new role through this planned transition in the Northeast Louisiana region,” said Karl E. Hoefer, Louisiana regional president.
04/01/2015
Duff & Phelps Promotes Eight Managing Directors
David Scott is based in Dallas and is part of the Portfolio Valuation practice
04/01/2015
SS&C Appoints Samuel D. Eckelmann Vice President, Strategic Development for Institutional Customers
SS&C Technologies Holdings, Inc. , a global provider of financial services software and software-enabled services, today announced it has appointed Samuel D. Eckelmann as Vice President
04/01/2015
Investcorp Hedge Funds Group Adds Managing Director to its Business Development Team
Ms. Cahill will be responsible for business development of hedge fund solutions focusing on North American institutions.
04/01/2015
Itaú BBA hires Phillips to head Mexico debt capital markets
The appointment of Phillips comes as Itaú BBA seeks to boost its presence in Latin America debt capital markets and especially in Mexico, where equity and bond offerings are outpacing those in the lender's home turf.
04/01/2015
Mesirow Advanced Strategies Names Kulpins Co-CIO
Kulpins will continue to manage the teams responsible for hedge fund research and portfolio management, while Vogt will continue to focus on macro level analysis, strategy allocation, and portfolio research.
04/01/2015
JPMorgan Names Horner Treasurer, Chief Investment Officer
JPMorgan Chase & Co., the biggest U.S. bank, named John Horner treasurer and chief investment officer, succeeding Craig Delany, who announced his retirement last month.