09/07/2013
Steele named CEO at The Bank of Washington
Martin Steele was appointed president and CEO of The Bank of Washington, based in Lynnwood.
People Moves
09/05/2013
terne Agee develops financial tech investment banking franchise
Sterne Agee has announced it is expanding its financial technology investment bank franchise.
09/04/2013
SignatureFD Adds Four Partners
The team specializes in serving corporate executives, legal professionals and entrepreneurial business owners, and they will continue to focus on these initiatives at SignatureFD.
09/04/2013
Raymond James Hires Morgan Stanley Team in Maine
Advisers Chris Rogers, Steve Guthrie, Dana Ricker and David Mitchell moved to Raymond James in late June from Morgan Stanley
09/04/2013
UBS Wealth Management Americas boosts Equity Compensation Business
UBS Wealth Management Americas, a division of UBS AG, announced that Jonathan Brooks has joined the firm as a Sales Director to support new business development initiatives in the equity compensation services division.
09/03/2013
BNY Mellon Wealth Management Hires Business Development MD
Prior to U.S. Trust, Quattrucci had been with BNY Mellon for 17 years in a number of portfolio management leadership roles.
09/03/2013
Wells' Abbot Downing hires Citi director in New York
A 27-year veteran in financial services who most recently served as director of portfolio solutions at Citi Private Bank, has joined the New York office of Abbot Downing as managing director and senior portfolio manager.
09/03/2013
NFP Names two new senior appointments
NFP, a leading provider of benefits, insurance and wealth management services announced that Brett Schneider, most recently Senior Vice President and Controller, has been appointed Executive Vice President, Chief Financial Officer.
09/03/2013
RBC Names Golub as Chief U.S. Market Strategist Among UBS Hires
Royal Bank of Canada (RY) hired Jonathan Golub from UBS AG (UBSN) as chief U.S. market strategist for its investment-banking unit, filling a role left vacant since Myles Zyblock’s April departure.
09/03/2013
Lyxor appoints a new global head of hedge fund research
The appointment continues Lyxor’s growth in the North American market.
09/03/2013
SEI Adds Managing Director Of Defined Contribution Business
In his new role he be responsible for the efficacy of SEI's investment solutions in meeting DC clients' goals, and implementing strategies for innovation and new business development.
09/03/2013
Sterne Agee Expands Financial Technology Investment Banking Franchise
Sterne Agee, One Of The Oldest and Largest Privately-Owned Investment Banking and Brokerage Firms In the Country,
09/03/2013
Future Fund MD resigns
Managing Director of the Future Fund Management Agency Mark Burgess is set to leave the organisation.
09/02/2013
RBC Capital Markets appoints Kriskey for its commodity investor sales
Her work includes being a money manager that sold commodity management products and from CIBC brings over two decades of experience in the market.
09/02/2013
Manulife AM Appoints New Institutional Sales Team
He brings to our team more than 20 years' of industry experience, together with a deep understanding of the institutional marketplace in the western United States.
09/02/2013
Deutsche Bank Hires Ex-BofA Trader Montana for Equities Division
He joins DeAWM from Bank of America Merrill Lynch
09/02/2013
GenSpring Family Offices appoints Wealth Advisory Veteran
GenSpring is trusted by many of the world’s wealthiest families to oversee and manage important aspects of their financial lives.
09/02/2013
Richard Bernstein Advisors names new Regional Investment Specialist
Mike was formerly a Vice President with Bank of America Merrill Lynch serving as a Wealth Management Specialist for the South Atlantic Region, a role he assumed in 2005.
09/02/2013
Wells Fargo hires advisers from UBS, Morgan Stanley
Wells Fargo & Co's U.S. brokerage has expanded its private client group with veteran advisers from rival firms Morgan Stanley Wealth Management and UBS Wealth Management Americas.
09/02/2013
Blackstone Advisory Partners boosts Global Industrials practice
Blackstone Advisory Partners, a division of Blackstone today announced that Karl Knapp has joined as a Senior Managing Director based in New York to head up the Group’s Global Industrials practice.