02/04/2013
Citi Snags Latin America Wealth Expert to Lead Firm’s Expansion in South Florida
Luke Palacio will join Citi Private Bank as managing director and regional market manager for the South East region
02/04/2013
Luke Palacio will join Citi Private Bank as managing director and regional market manager for the South East region
02/03/2013
But buffeted by scandals in tax collection and leakages despite high regard for his personal probity, Gandhi quit after serving less than a year of his third term.
02/03/2013
Michael specializes in advising and planning for the unique complexities and needs of highly successful owners and managers of hedge funds and private equity firms.
02/02/2013
Mr. Bandsma, a 10-year veteran at Vontobel
01/31/2013
“Through our partnership with Focus, our clients are reassured that we will maintain our culture and rigorous investment management process for the long term."
01/31/2013
It has landed a team of veteran advisers from rival brokerage Morgan Stanley Wealth Management, expanding the firm's adviser footprint in California.
01/31/2013
Mr. Scully was appointed to BofA's board in August 2009, shortly after he retired from Morgan Stanley, where he served in a variety of senior executive roles. Prior to that he was a managing director at Lehman Brothers and Salomon Brothers.
01/31/2013
He departed in November after ceding oversight of the business in July Roncevich departed in November after ceding oversight of the business in July
01/30/2013
Peters, 46, whose last day at Morgan Stanley is Friday
01/30/2013
Most recently served as Director of Fixed Income at Leonard & Co; previous officer level positions include Goldman Sachs, TIAA-CREF, AMBAC, BNY Mellon, and Citizens First Bank in The Villages, FL.; Will serve as Portfolio Manager and Wealth Advisor in
01/30/2013
Chief Executive of CVC Credit, said: “I am delighted to announce these promotions."
01/30/2013
Most recently he was a member of Wells Fargo Advisors' senior leadership team and led the firm's Advisor Development Group.
01/29/2013
"We believe that their clients will be well-served by our firm and we are eager to be expanding our existing effort in Ohio, where we see tremendous opportunity."
01/29/2013
Morgan Stanley has hired five high-producing financial advisers from rival UBS AG's UBS Wealth Management Americas division.
01/29/2013
Peters had previously served as the bank’s head of fixed- income research and head of U.S. credit strategy.
01/29/2013
Brokerage firm Stifel Nicolaus & Co said on Tuesday it opened a new office in Stuart, Florida with the addition of two veteran adviser teams from the brokerage units of Wells Fargo & Co and Morgan Stanley.
01/28/2013
Senior Executive Assumes Additional Responsibilities.
01/28/2013
Melissa Gough joins Union Bank with more than 20 years of experience in the financial management industry
01/28/2013
Leenong joined Commonfund Capital in 2010 to help establish its Asia office in Beijin
01/28/2013
With complete buy-in from our principals, we have added the ‘next generation’ of leadership to the team