09/29/2013
Mariner Wealth Advisors Hires A New Head of Trust Services
He joins the firm from Colorado State Bank and Trust where he most recently served as senior vice president and trust manager.
People Moves
09/26/2013
Leading family-owned wealth management firm epands team
The breadth of her industry experience will be a tremendous asset to Threshold Group and the clients we serve
09/26/2013
JPMorgan Hires Alberici as Equity Derivatives Structuring Head
He reports to Jason Sippel
09/26/2013
Capital Guardian Adds Two MD's to Boston Office
Both Mr. Engdahl and Mr. Camlin were most recently with Moors and Cabot trading equities on behalf of institutions.
09/25/2013
TD Wealth Names Three Executives to Investment Management Team
TD Wealth Private Client Group offers a wide range of investment solutions including professional portfolio management, portfolio guidance and a full range of brokerage services
09/25/2013
BMO Global Asset Management Expands Securities Lending team
BMO Global Asset Management today announced the expansion of its Securities Lending and Short Duration Fixed Income Groups with the addition of Christopher Keenan as Senior Securities Lender/Trader and Katherine DellaMaria as Portfolio Manager.
09/25/2013
BNY Mellon Names Chief Marketing Officer for Investment Management
During his tenure, iShares grew to become the world's largest ETF franchise
09/25/2013
Emerging Pershing Executive Joins Capital Guardian Wealth Management
Capital Guardian announces the addition of Larry Gratch as its new President and Chief Operating Officer. Prior to joining Capital Guardian
09/25/2013
Matrix Reports Resignation of David Balsdon From Board
He has over 20 years of experience in the investment industry and served as a director of the board since May 2012.
09/25/2013
Drew Carrington joins Franklin Templeton's DCIO business
"Plan sponsors are increasingly shifting their focus from traditional defined benefit and defined contribution
09/24/2013
Hedge funds wanted Summers to head Fed
Larry Summers pulled out of the Fed chair race earlier this month due to the likelihood of a contentious confirmation process.
09/22/2013
Bel Air Investment Advisors Expands Fixed Income Team
These additions will bolster Bel Air’s existing capabilities and position the firm to meet the growing fixed income needs from its client base across North America.
09/22/2013
UBS Wealth Management Americas boosts Equity Compensation Business
UBS Wealth Management Americas, a division of UBS AG, announced that Karen Damaso has joined the firm to support new business development initiatives in the equity compensation services division.
09/22/2013
BNY Mellon Wealth Management’s recruiting campaign is in full swing
The wealth manager recently hired two senior directors of business development, the latest in a flurry of hires to boost its sales force by 50% by the end of 2014.
09/21/2013
A New Chief Executive Joining Bridge Growth Partners
She is one of the most well-known women in finance, will have the chance to do it all again, from the other side of the table.
09/19/2013
Morgan Stanley wealth complex manager Marchassalla leaves -sources
The managing director and complex manager for some of Morgan Stanley Wealth Management's most profitable offices in New York has left after more than 20 years at the company
09/19/2013
RBC Wealth Management Adds $200 Million Team
Adviser Duo Jumps From J.P. Morgan Securities
09/18/2013
We Still Have Work To do’ To Topple Barriers, says RBC’s Taylor
Kathleen Taylor believes women’s “firsts” still matter.
09/18/2013
KPMG Adds Three To Alternative Investments Group
KPMG Has Hired Three Industry Veterans To Augment Its Rapidly Growing Alternative Investments Team, Focusing on Hedge Funds, Private Equity Firms and Real Estate Funds.
09/17/2013
Bank of America names Latin America head
The source did not say whether a replacement for Bettamio had been appointed