12/15/2014
Erik Davidson Named Chief Investment Officer for Wells Fargo Private Bank
He will also jointly oversee the firm’s regional chief investment officers and investment and fiduciary senior directors, in partnership with regional leadership.
12/15/2014
He will also jointly oversee the firm’s regional chief investment officers and investment and fiduciary senior directors, in partnership with regional leadership.
12/15/2014
Jack also launched National Planning Holdings®, Inc., Jackson’s affiliated broker-dealer network, and Curian Capital,® LLC, Jackson’s asset management subsidiary, serving as the first president and chief executive officer for both firm
12/15/2014
He will also no longer serve on the board of directors of Cole Capital REITs.
12/15/2014
Its services assist with the challenges of life transitions and maintaining their personal and financial independence.
12/14/2014
His work focuses on building high-quality corporate cultures enabling firms to achieve a competitive advantage by fully developing and engaging their people.
12/14/2014
Cliff Booth joined Janney’s Investment Banking team in 2008, and, in addition to his new responsibilities, he will continue to play an active role in managing the Financial Institutions and Real Estate Groups.
12/14/2014
Beacon Wealth Management, a registered investment advisory firm based here, today announced a strengthening of its human capital resources through the promotion of veteran staff member Kerry Crowley to the role of Manager of Operations.
12/14/2014
He was a member of Deloitte’s US Executive Committee and, from 2007-2013, he served on the Deloitte Touche Tohmatsu Limited Board of Directors, holding such leadership roles as chairman of the Audit Committee and Chairman of the Risk Committee.
12/12/2014
Arch Insurance Group, a member of Arch Capital Group Ltd., announces the following senior management changes effective immediately
12/11/2014
A results-oriented and highly accomplished executive, she most recently held the position of senior vice president, director of institutional client services and marketing, directing sales, marketing, and client service efforts across several channels.
12/11/2014
Ascent Private Capital Management, U.S. Bank's ultrahigh-net-worth wealth management unit, has hired a managing director of investments in Minneapolis.
12/11/2014
Gonzalez is currently on gardening leave and is understood to be moving to a new role.
12/11/2014
Former high-level manager at J.P. Morgan joins Bitcoin startup
He is also one of the most senior bank executives to make a move toward a company focused on bitcoin.
12/11/2014
Morgan Stanley makes senior hire in this hot sector
Risk management and compliance are the areas where investment banks are being compelled to hire thousands of new staff, and the people who head the divisions have gone from maligned internal police to senior figures with significant influence within the o
12/10/2014
Michael was the perfect addition to TrueWealth's management team
12/10/2014
The team will work out of two offices, with Heeren based in downtown Chicago and Percifield and Harber opening a new branch in Chesterton, Indiana, about an hour's drive southeast of the city.
12/10/2014
Prior to this, Briggs was a vice president with the American Society of Composers, Authors and Publishers
12/10/2014
AMP Capital has made two appointments to the Infrastructure Equity team based in New York as it continues to build its global infrastructure platform.
12/10/2014
Bank of America's Merrill Lynch said it hired five financial advisers during the first week of December away from UBS AG and Citigroup Inc's Personal Wealth Management where they collectively managed more than half a billion dollars in assets.
12/10/2014
Lebenthal Wealth Advisors Adds New Team
Lebenthal Wealth Advisors, the wealth management division of Lebenthal Holdings, LLC, announced today that Annette Hall and Charlene Fisher will be the latest team to join its wealth advisory unit, working at Lebenthal's New York office.