10/15/2013
Omgeo Names DTCC’s Michael Bodson as Chairman of the Board
Michael Bodson, President and Chief Executive Officer of The Depository Trust & Clearing Corporation, is joining Omgeo’s Board of Managers as Chairman.
People Moves
10/15/2013
Baker Tilly Adds New Partner
Baker Tilly Virchow Krause, LLP welcomes Jim Alajbegu as a partner in its international tax practice.
10/14/2013
Oppenheimer continues Investment Banking expansion
At Oppenheimer he will continue to focus his coverage on the pet, specialty food and consumer health sectors.
10/14/2013
State Street boosts Board of Directors
State Street Corporation today announced the appointment of Jose E. Almeida, chairman, president and chief executive officer of Covidien PLC, to its board of directors.
10/13/2013
Investcorp appoints Head of Hedge Funds
Investcorp's New York-based Hedge Fund group announced today that industry veteran, Lionel Erdely, will join the firm as Head of Hedge Funds and Chief Investment Officer.
10/13/2013
Investcorp Nabs Lyxor Exec. To Lead U.S. Hedge Fund Unit
He is charged with leading its strategic direction and overseeing investment decisions on a day-to-day basis
10/13/2013
Aviva Hires Tejas’s Jones for Bond Trading in Chicago
Aviva Plc Investment arm in the U.S. hired Jeff Jones to trade bonds as the unit seeks to boost business with clients betting on high-yield securities.
10/11/2013
Chilton Trust boosts wealth team
Chilton Trust Company, LLC, announced that it has welcomed three senior wealth management professionals to its team
10/09/2013
Wells Fargo Adds Advisors From Merrill, UBS
Wells Fargo has expanded its operations in Utah and North Carolina with two teams with a combined $450 million in assets under management.
10/08/2013
NFP boosts board
He is currently an adjunct professor at the University of Chicago Booth School of Business
10/08/2013
Morningstar research chief to step down
The current head of equity, credit, and structured credit research, will assume Phillips' responsibilities as global head of Research, effective Jan. 1, 2014.
10/08/2013
Fidelity Exec Joins Washington Trust Wealth Management
He will oversee Weston's corporate relationships, assisting companies with developing financial life planning programs for executives.
10/08/2013
Chilton Trust Welcomes Three Senior Wealth Management Professionals
Chilton Trust Company today announced that it has welcomed three senior wealth management professionals to its team
10/08/2013
Top Wealth Manager, Broker Departs Espirito Santo Bank
Lia Yaffar-Pena, the top wealth manager and financial broker at Espirito Santo Bank in Miami, has departed the institution.
10/08/2013
Barclays Names Head of Americas Banking
A spokeswoman for Barclays confirmed the memo’s contents.
10/07/2013
Charles Goldman becomes chairman of Genworth Financial
We are pleased to partner with Directors of this caliber and be able to draw on their vast experience in wealth management and advisory services
10/07/2013
TA Associates Hires New Director of Capital Markets
I am pleased to join its team of investment professionals
10/07/2013
SS&C Technologies Appoints Ex IBM Senior Executive to Board
He retired from his long-standing leadership position as head of IBM Global Services in March this year.
10/07/2013
JPMorgan Chase Names A New Chief Information Officer
He will be joining JPMorgan Chase from BP, the $400 billion global energy company, where he was Chief Information Officer and Group Vice President responsible for global information technology, procurement and global real estate.
10/07/2013
BNY Mellon Wealth Management Hires Managing Director of Sales in Atlanta
BNY Mellon Wealth Management has nabbed a senior vice president from Northern Trust to lead business development efforts in the firm Southeast region.