03/12/2015
The Private Risk Management Association Names Lisa Lindsay Executive Director
The Private Risk Management Association is pleased to announce industry veteran Lisa Lindsay has been appointed to Executive Director
People Moves
03/12/2015
BNY Mellon Chief Exec Keeps His Post
Nelson Peltz’s Trian Partners is rebuffing a request by fellow activist Marcato Asset Management to remove Bank of New York Mellon Chief Executive Gerald Hassell from his job, the FOX Business Network has learned.
03/11/2015
Barclays appoints managing director in Los Angeles
His previous employers include Bank of America Corp's Merrill Lynch unit and Credit Suisse Private Banking
03/11/2015
Principal Global Investors Announces New ETF Managing Director
Previously, Kim was a senior vice president and ETF product manager at PIMCO’s Newport Beach, Calif., office.
03/11/2015
UBS Hires 15 Energy Bankers From Bank of Montreal’s Houston Team
Megan Stinson, a UBS spokeswoman, declined to comment
03/11/2015
Integrated Wealth Management Continues their Growth
These additions to Integrated Wealth Management further highlight the change in the financial services industry
03/11/2015
boutique wealth management firm boosts team
He earned his Bachelor of Science degree in Applied Mathematics and Economics from Brown University
03/11/2015
Signature Bank Appoints Two Private Client Banking Teams
The Bank is becoming more and more recognized throughout the banking community
03/11/2015
Wilmington Trust Adds Two Senior Managers to Integrated Family Wealth Team in Delaware
Wilmington Trust hired Michele Ahwash and David Ford as senior relationship managers
03/10/2015
UBS financial adviser with $500M practice takes team to Merrill Lynch
Debbs and his team have more than $500 million in client assets under management and specialize in serving corporate executives and ultra-wealthy individuals.
03/10/2015
U.S. Bank appoints two private bankers
She has also held roles with GE Healthcare Financial Services and Financial Institution Marketing Company
03/10/2015
Northern Trust Announces New Director Appointment
He serves on the Board of Trustees of Northwestern Memorial Hospital and Purdue University
03/10/2015
Clayton, Dubilier & Rice appoints COO from PricewaterhouseCoopers
She is a 22-year veteran and former partner of PricewaterhouseCoopers
03/10/2015
Raymond James Recruits Two Morgan Stanley Advisers
Raymond James Financial Inc.'s traditional full-service brokerage arm has recruited two Morgan Stanley financial advisers
03/10/2015
Loomis Sayles Announces New Chief Executive Officer
Dan also expressed his full confidence in the leadership of Kevin Charleston and Jae Park
03/10/2015
$1.9M Team Joins Raymond James
Ray joined the industry in 1996, starting work at Prudential. He had been at Morgan since 2008
03/10/2015
Brazil's Pine says CFO Zaiet quits; CEO Pinheiro adds post
Shares of Pine plunged at the start of the year on concern over the lender's exposure to companies linked to a corruption scandal
03/10/2015
JLT Specialty Insurance Services Inc. Announces Appointment of André Eichenholtz as Senior Vice President, Leader of U.S. Private Equity Due Diligence & Specialty Services
André most recently served as President of Krauter & Company LLC where he managed the day-to-day operations of the firm
03/10/2015
BNY Mellon appoints David Weisberg private banker
Bank of New York Mellon Corp said it appointed David Weisberg as vice president and private banker in its wealth management business' Pittsburgh office
03/10/2015
CIBC AM names new CEO
David Scandiffio will be joining CIBC as president and CEO of CIBC Asset Management, effective April 6th