11/21/2014
Stifel hires Merrill manager in California
Joining Van Donge in Santa Barbara are Marie Aardeman, his client service associate at Merrill, and Greg Sain, a broker who is joining him from a nearby Stifel office.
11/21/2014
Armand Yambao was named pension risk strategist on Northern Trust's multimanager solutions team, said spokesman John O'Connell in an e-mail.
11/21/2014
In her new role, Gross provides personalized service and day-to-day management of trusts and estates to individuals and families, corporations and non-profit organizations.
11/20/2014
Raymond James Hires Michael Schipper from Morgan Stanley
Raymond James Financial Inc said it hired Michael Schipper from Morgan Stanley to head the firm's employee branch in downtown San Francisco as it expands in the western United States.
11/20/2014
A key part of Matthew's doctoral research has been accepted for publication next year in the prestigious Journal of the Royal Statistical Society
11/20/2014
He holds a Bachelor of Accounting degree from Harding University, an MBA from Rice University, and is a Chartered Financial Analyst (CFA) charterholder.
11/20/2014
These appointments, which are effective immediately, emphasize Newedge and parent bank Societe Generale’s goal of expanding its prime brokerage footprint, while offering clients a wider range of services across all asset classes.
11/20/2014
During her tenure as a banker, she was also chief executive officer of Bank of Tidewater
11/19/2014
Wells Fargo names new head of Southwest region
Wells Fargo & Co. appointed John Sotoodeh as head of the company's Southwest region.
11/19/2014
Barclays hires ex-NYSE official to bolster trading after lawsuit
Barclays Plc said on Tuesday it hired a former senior executive at the New York Stock Exchange to help with the bank's electronic trading
11/19/2014
Raymond James & Associates, a branch of Raymond James Financial Inc, said on Tuesday that it had hired a broker away from rival D.A. Davidson, where he had produced $2 million in annual revenue.
11/19/2014
Todd Winchel and Robert Quinn have joined Wilmington Trust’s global capital market division to lead the insurance collateral solutions business.
11/19/2014
Sterne Agee expands midwest depository investment banking
Before joining Sterne Agee, he was with Robert W. Baird & Co. where he also provided investment banking services to Midwestern banks and thrifts.
11/19/2014
Lazard Asset Management expands global Multi Asset capabilities
Prior to joining Lazard he was a Managing Director and Co-Head of Global Equity Distribution at Renaissance Capital
11/18/2014
He was also responsible for client servicing and representing the firm's fixed income strategies to the marketplace.
11/18/2014
State Street Global Advisors Appoints Chief Risk Officer
Saulnier joined State Street in 2008 from Pioneer Investment Management USA
11/18/2014
Raymond James Recruits Advisors With $560M in AUM
Advisors managing a combined $560 million in assets have left D.A. Davidson and Morgan Stanley to join Raymond James & Associates.
11/18/2014
Barclays Makes Two Senior Hires to Its Wealth and Investment Management Team
“Their appointments underscore our commitment to attracting the very best wealth advisors in order to deliver customized investment solutions that match the financial profiles and risk appetites of our high net worth clients.”
11/17/2014
Multi-Family Office Adds Ex-Citi Hedge Expert
Hired a Citigroup and Lyxor Asset Management veteran to boost its hedge-fund advisory offerings.
11/17/2014
In this role, Mr. Buckiso will oversee all aspects of the organization's broad array of Wealth Management services, including trust, investments, brokerage and financial advisory.