05/14/2014
BMO Private Bank Names Regional President, North Central States
Johnson Will Be Responsible for Delivery of Wealth Management Solutions in Wisconsin, Minnesota, Indiana, Kansas and Missouri
People Moves
05/13/2014
DoubleLine says hires 2nd Pimco employee for mutual fund operations
DoubleLine Capital, the bond management firm run by Jeffrey Gundlach, on Monday said it had hired its second employee from rival Pimco as the Los Angeles-based company continues to build out into new lines of business.
05/13/2014
Merrill Lynch Wealth Management exec leaves after 2 months in new job
Who was drafted from the commercial banking ranks of Bank of America two months ago to take a senior sales management position at Merrill Lynch Wealth Management, is leaving the company
05/13/2014
Huntington Bank Appoints Chief Investment Officer
Huntington Bancshares Inc. has named John Augustine, a well-known investment strategist, as chief investment officer for The Private Client Group, Huntington announced today.
05/13/2014
Morgan Stanley Hires Whitman From Barclays to Advise Financials
Morgan Stanley, the top-ranked merger adviser so far this year, hired Barclays Plc’s Brad Whitman for its financial institutions banking group.
05/13/2014
Sun Life Financial announces new General Counsel
Sun Life Financial Inc today announced the appointment of Melissa Kennedy as Executive Vice-President and General Counsel.
05/12/2014
Stifel Financial hires team of advisers from Wells Fargo, UBS
A UBS spokesperson declined to comment on the departures
05/12/2014
AllianceBernstein Appoints Head of Global Product Strategy
AllianceBernstein L.P., a global investment management firm with $454 billion in assets under management, announced today that Robert Hostetter has joined the firm as Global Head of Product Strategy
05/12/2014
Two more Morgan Stanley bankers team up with Drahi
Two Morgan Stanley veterans are leaving to team up with French billionaire Patrick Drahi
05/12/2014
JP Morgan CEO may exit bank amid growing problems
Analysts are reportedly of the view that the CEO of JPMorgan, a leading financial services firm, may soon seek exit.
05/08/2014
Geller & Company boosts Family Office And Wealth Advisory Business
He joins Geller & Company from Solaris Alternative Asset Management, where he was a Director responsible for business development and for providing fixed income analysis and risk management.
05/08/2014
Former PNC, JP Morgan wealth adviser joins Argent
Barrett, 53,former attorney
05/08/2014
BlackRock Hires White House Adviser as Managing Director
BlackRock Inc., the world’s largest asset manager, hired White House economic adviser Sarah Bianchi for a unit that helps governments value assets and banks comply with new regulations.
05/08/2014
Aberdeen's head of the Americas resigns
He will “continue to advise Aberdeen on its U.S. strategy, but will remain based in the U.K.
05/07/2014
J.P. Morgan names 2 co-heads for commodities unit
J.P. Morgan Chase & Co. named two executives as co-heads of its commodities business to replace outgoing unit chief Blythe Masters.
05/07/2014
Hou joins HSBC's commercial bank
Hou and Smith report to Martin Brown, executive vice president and head of large corporate banking
05/07/2014
UBS’s Wealth Management Americas Unit Hires New General Counsel
Mr. Crowl, who starts at UBS in July, replaces Jonathan Eisenberg
05/07/2014
Troy L. Kilpatrick Named Head of Wells Fargo Corporate Trust Services
Wells Fargo & Company today announced that Troy Kilpatrick has been appointed head of Wells Fargo Corporate Trust Services , effective May 19th, 2014.
05/06/2014
Washington Wealth Management Boost West Coast team
Third Significant Recruiting Win in Past 60 Days Brings Approximately $75 Million in Client Assets to Platform
05/06/2014
Barclays Tech Banking Chairman Francis to Join Evercore
Chairman of technology banking is leaving to join Evercore Partners Inc. as a senior managing director, joining a line of bankers exiting the British firm.