12/22/2014
Angela Wilcoxon, Janet Moore Join Citizens Bank of Batesville
Angela Wilcoxon has been promoted to senior vice president of enterprise risk management for Citizens Bank in Batesville.
People Moves
12/22/2014
CNB Promotes Johnson to VP/Wealth & Asset Management
Joseph B. Bower Jr., president and chief executive officer of CNB Bank, recently announced the promotion of Eric A. Johnson, CTFA to the position of vice president/wealth & asset management.
12/22/2014
F.N.B. Corporation Names Two New Directors
Hormell and Nicholas Added To Experienced Corporate Board
12/22/2014
Docupace Technologies Appoints Industry Veteran John DeVincent as Executive Vice President of Marketing
DeVincent brings thirteen years of marketing leadership, previously serving at a wealth management software company, eMoneyAdvisor, LLC, where he was Executive Vice President of Marketing.
12/22/2014
Robert Bilodeau Joins Wilmington Trust's Insurance Collateral Solutions Group as Senior Relationship Manager
Rob will play a crucial role in trust agreement negotiations
12/22/2014
Northern Trust Elects Dean M. Harrison to Board, Lord Charles Powell as Advisory Director
Harrison has been instrumental to the creation and success of Northwestern Medicine, a strategic partnership between the medical school and health system, to become one of the nation’s premier academic medical centers.
12/22/2014
Former BlackRock, Macquarie Heads To Launch Asia Hedge Fund
The business side will be led by Michael Friedlander who was formerly Head of Asia Operations, Technology and Onboarding for Millennium Capital Management Asia. Friedlander previously also served as COO and CFO of APG Asia based in Hong Kong.
12/22/2014
Manfred Schmoelz Joins The Warranty Group to Lead Asia Pacific Business
He will be responsible for managing overall business growth, client relationships and new business development for the company's business activities in Australia, China, India, Japan, Korea, and New Zealand.
12/22/2014
DiamondRock Names Dustin Resnick Vice President, Acquisitions & Investments
DiamondRock Hospitality Company announced today that Dustin Resnick has joined the Company as Vice President, Acquisitions and Investments, effective immediately.
12/22/2014
Erbey’s Exit Ends Heady Era at Ocwen
Ocwen Financial Corp. will have to move past a punishing regulatory settlement without the driving force of Executive Chairman William C. Erbey.
12/21/2014
Wells Fargo Consolidates Research Services Under One Roof
Wells Fargo’s Wealth, Brokerage and Retirement division is consolidating WBR’s investment research, strategy, manager research and publications units into the Wells Fargo Investment Institute (WFII), WBR has announced.
12/19/2014
Former Professional Baseball Player Richard Giannotti Joins Fort Lauderdale-Based Global Wealth Management as President of the Firm's Athlete Asset Management Division
South Florida investment advisorsC. Grant Conness and Andrew M. Costa--co-founders and managing directors of Global Wealth Management (GWM) in Fort Lauderdale--today announced the hiring of former professional baseball player Richard Giannotti as preside
12/19/2014
Prominent CEO of Capital Health headed to Alberta for new job
The woman leading Capital Health in Nova Scotia for the past eight years is moving west.
12/19/2014
Goldman announces new co-head of investment banking
John Waldron, who followed David Solomon from Bear Stearns Cos. to build up Goldman Sachs’s leveraged-finance business, is now joining him atop Wall Street’s leading investment-banking division.
12/19/2014
Raymond James recruits $300M Morgan Stanley team
Raymond James has snagged a $300 million team from Morgan Stanley Wealth Management.
12/19/2014
Golden State Wealth Management Welcomes Bradley Fallon, Leaving Merrill Lynch
Golden State Wealth Management is pleased to welcome its newest affiliate, Bradley Fallon.
12/19/2014
Merrill Lynch Recruits Broker From UBS
Bank of America's Merrill Lynch said Friday it recruited a broker away from UBS Wealth Advisors.
12/18/2014
Lori Hardwick Promoted to Group President of Envestnet Advisor Services
Ms. Hardwick will continue to report to Mr. Crager in her new role.
12/18/2014
Former SAC manager Orenstein joins SAC alum Sapanski at Scoria
Orenstein oversaw as much as $1 billion at SAC, the $14 billion hedge fund that became Point72 Asset Management after it pleaded guilty to insider trading charges last year.
12/18/2014
DFG adds Goldman veterans to leveraged loan investment platform
Goss has over 20 years of investment experience in leveraged finance.