01/28/2015
Steben & Company announces new Chief Investment Officer
In the years that John has been with us, his skill, expertise and insights have made a great contribution to Steben & Company, in both our new and existing funds
01/28/2015
Braunstein Leaves Cohen’s Family Office After Four Months
Braunstein, who is the brother of JPMorgan’s former vice chairman and Chief Financial Officer Doug Braunstein, didn’t return telephone messages seeking comment.
01/28/2015
Eaton Vance boosts team
He will lead investment management and credit research for all non-U.S. high yield opportunities, the company said.
01/28/2015
Chicago Office Adds Private Accounting Solutions Group, Financial Controllers Inc.
The addition of the Financial Controllers Group will expand the service offerings provided by the Chicago office, to include all aspects of private accounting solutions.
01/27/2015
TD boosts mining M&A team with former top Barrick banker
"Rick's appointment underscores just how important the sector is to TD and how committed we are to growing our team and our franchise."
01/27/2015
Wells Fargo names new market president
He who serves as Wells Fargo’s business banking manager for Wilmington, will coordinate activity between lines of business and focus on growing the bank’s market share.
01/27/2015
Snowden Lane Lands Merrill Lynch Brokers
In the last four months, the firm has added advisers to existing offices in Baltimore and New York. The Pittsburgh office is Snowden's fifth nationwide.
01/27/2015
A UBS advisor team managing about $200 million in client assets left the wirehouse to join RBC Wealth Management.
01/26/2015
Morgan Stanley is a leading global financial services firm
01/25/2015
Natasha is Global Head of Product and a member of the leadership team at Liquidnet.
01/25/2015
The aging financial adviser force is driving more younger advisers to acquire the businesses of the older one before they retire, and Dynasty wants in on the action.
01/25/2015
Sentinel Trust Announces Promotions and New Hire
Sentinel Trust Company, a multi-client family office serving affluent families and their closely held companies and foundations, is pleased to announce two executive promotions and a new hire.
01/23/2015
Mr. MacMaster holds a Bachelor of Commerce degree from Concordia University
01/23/2015
U.S. Bank, the wealth management division of U.S. Bancorp, named Dan Farley regional investment director for its Private Client Reserve.
01/22/2015
Raymond James Financial Inc has hired Morgan Stanley financial adviser Luigi Mazza
01/22/2015
Incapital LLC hired John DesPrez III, the former chief executive officer of John Hancock Financial Services Inc., to be the brokerage company’s next CEO as it seeks ways to further expand
01/22/2015
He has served at the SEC for five years
01/22/2015
Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.
01/22/2015
Washington REIT a leading owner of commercial and multifamily properties in the Washington, DC area, today announced the appointment of Stephen E. Riffee as Executive Vice President and Chief Financial Officer-elect, effective on February 17, 2015.
01/22/2015
“The Company has been extremely fortunate to be able to add strong talent and leadership to our Board over the past year,” said Clayton G. Deutsch, CEO and President of the Company. “