02/13/2013
Merrill Lynch Hires Wells Fargo, Morgan Stanley Advisers
The new hires included high-producing advisers from the wealth management divisions of Wells Fargo & Co., Morgan Stanley and Piper Jaffrey
02/13/2013
The new hires included high-producing advisers from the wealth management divisions of Wells Fargo & Co., Morgan Stanley and Piper Jaffrey
02/13/2013
Layoffs are about to hit Thomson-Reuters hard. The Financial Times reports that the company will cut 4% of its headcount — 2,500 people — this year.
02/13/2013
Roberts will be reporting to Bill Donohue, managing director and head of asset management
02/12/2013
'As Phoenix’s business continues to grow, especially our UK funds business, his appointment reflects Phoenix’s commitment to continue to invest in its’ UK business as well as strengthen its management team'.
02/12/2013
Marquette Asset Management has named Adam Mans to run the Minneapolis-based wealth management firm
02/12/2013
He was most recently a principal at Coller Capital, where he sourced, evaluated and closed secondary transactions in the U.S. market.
02/12/2013
Petach will be a senior managing director at BlackRock Solutions
02/12/2013
He is responsible for overseeing departmental operations
02/12/2013
He holds a Bachelor of Arts degree in Economics from St. John's University (MN) and is a graduate of the Securities Industry Institute at the Wharton School of Business at the University of Pennsylvania.
02/11/2013
Benjamin F. Edwards & Co, a boutique brokerage with family ties to the old A.G. Edwards & Sons
02/11/2013
In his previous position at Barclays he was responsible for overseeing banking relationships with over 50 asset managers.
02/08/2013
"At Brown Advisory, we are always looking for multi-talented professionals who have a client first mentality," said Michael D. Hankin, President and CEO.
02/07/2013
Hires 16 Investment Representatives across seven offices in the US.
02/07/2013
He moves to Oppenheimer from BNP Paribas, where he served as head of its U.S. institutional client relationship management team.
02/07/2013
OpenArc Asset Management is an independent, wealth management firm addressing the investment needs of ultra high net worth individuals, families and institutions across the globe.
02/06/2013
Reductions will occur May 15 and in the two weeks thereafter
02/06/2013
Former Bank of America Corp managing director Johnny Williams is joining UBS AG as vice chairman
02/06/2013
Goldman Sachs Group Inc., the fifth-biggest U.S. bank by assets, started GSIP in early 2008 with traders
02/06/2013
BMO Global Asset Management continues to seek experienced professionals to augment its Asset Management and Retirement Services teams.
02/05/2013
He joins Pacific Crest from Sagent Advisors, where he most recently served as Head of Mergers and Acquisitions.