01/16/2014
Brown Advisory, an independent investment management firm with approximately $46 billion in client assets, today announced the appointment of Edward X. "Trey" Tune as Portfolio Manager and Partner in North Carolina.
01/15/2014
Latest senior wealth advisor will provide client-focused planning services and will serve on Mariner's Investment Committee
01/15/2014
She is both incredibly talented and has deep experience in building trusted relationships with clients.
01/15/2014
Marianne Brown steps down as CEO to pursue new opportunities
01/15/2014
Canaccord Genuity appoints Wealth Management head in Canada
Under his leadership, we will maintain our focus on enhancing the operational efficiency of the business, reinvigorate our recruitment efforts and continue to provide our clients with exceptional service levels.
01/15/2014
Alternative asset management firm GrizzlyRock Capital has appointed Chris Ricciardi as managing partner and head of business development and Doug Laux as chief financial officer.
01/14/2014
Northern Trust Adds Private Equity Expertise to Alternatives Group
These appointments help to strengthen and diversify our capabilities in private equity
01/14/2014
We are delighted to welcome yet another accomplished team of advisors to Raymond James,” said Perry
01/14/2014
"Steve's experience in Wealth Management as well as his expertise in capital markets will make him particularly effective in translating the USCA platform to sophisticated financial advisors," added Mendenhall.
01/14/2014
All four are based in PAAMCO’s Irvine, California office. These promotions highlight the firm’s focus on developing its employee-ownership and ongoing succession plan.
01/14/2014
SAC Capital Advisors LP money manager Vishal Ghiya resigned from his role, telling management last week that he plans to start his own hedge-fund firm
01/14/2014
Windham Capital Management, a leading research-driven asset management firm, today announced the appointment of Trevor Dean as Director of Sales.
01/13/2014
BMO Global Asset Management Expands Team With Four New Hires
As always, our top priority is providing our clients with service excellence, and our expanded team will help us continue delivering on that promise.
01/13/2014
He will oversee his clients as well as lead the firm’s relationship managers, strategists, estate administration and special asset specialists.
01/13/2014
He replaces Gurinder Ahluwalia in the CEO role effective immediately.
01/13/2014
John Havens, who stepped down from Citigroup Inc. on the same day Chief Executive Officer Vikram Pandit resigned in October 2012, will join the bank’s former hedge-fund arm as non-executive chairman and partner.
01/12/2014
The Carlyle Group, the big alternative investment firm based in Washington, has hired a UBS executive to bolster its capital markets expertise.
01/12/2014
BlackRock’s Everett Departs as Co-Head of Client Unit
Post declined to comment on the reason for the departure by Everett, who was part of the U.S. client solutions unit that caters to investors such as pension plans, endowments and foundations.
01/12/2014
BNY Mellon Wealth Management has nabbed an executive from Regions Private Wealth Management
01/10/2014
Named Managing Director of New Regional Office