04/23/2014
Cantor Fitzgerald Wealth Partners appoints new CIO
Cantor Fitzgerald Wealth Partners, launched in November 2013 by institutional trading firm Cantor Fitzgerald, has hired Lowell "Bob" Serhus as chief investment officer to guide the firm's financial advisers on portfolio and risk management,
04/23/2014
Advisor Partners boosts team
He was a vice president with Deutsche Bank where he managed derivatives risk.
04/23/2014
Lead money manager for Microsoft Corp co-founder to leave post
Marking the latest in a round of high-level departures at the Seattle billionaire's Vulcan Inc organization, which handles his $16 billion fortune.
04/23/2014
Global asset manager expands west coast team
In this role, he will be focused on managing relationships with institutional clients on the west coast.
04/23/2014
He arrives from RBC Capital Markets, where he held the position of the manager of the global macro foreign-exchange sales business.
04/23/2014
He practice focuses on partnership and corporate taxation, with an emphasis on REITs and private equity and real estate investment funds.
04/22/2014
Pitcairn appoints Director of Family Wealth Strategy
He comes to Pitcairn from GenSpring Family Offices where he served as a family wealth advisor to ultra-high-net worth families.
04/22/2014
BBCN Bancorp names new President and CEO
BBCN's Board of Directors was advised by Chrisman & Company, Inc., an executive search consultancy to financial industries
04/22/2014
Ryland has an acute sense for driving better client interactions
04/21/2014
Pinnacle is pleased to announce that Seth Buckley has joined our firm as Vice President of the Private Client consulting practice.
04/21/2014
BlackRock’s iShares exchange-traded funds business is seeking to woo asset managers in Boston, hiring an MSCI executive director to connect institutional clients there with its capital markets services.
04/21/2014
Strong Track Record in Growing Mutual Fund Operations through Intermediaries
04/17/2014
BMO Global Asset Management hires trio
Dan Hoover, Jerry Mauricio and Susan Gibbs have joined BMO Global Asset Management.
04/16/2014
BNY Mellon Appoints Kimberly Mustin Head of North American Distribution
BNY Mellon Investment Management announced today that Kimberly Mustin has joined the firm as Head of North American Distribution
04/15/2014
But returns have been weaker of late; the fund fell 6.08 percent in 2012
04/15/2014
BNP Paribas Securities Services is expanding its presence as a full service provider
04/15/2014
The Carlyle Group Names Head of Private Client Group
Former Cole Real Estate and BlackRock Executive Leads Effort to Introduce Alternative Assets to Eligible Individual Investors
04/15/2014
Arbuthnot has now joined Rhode Island-based hedge fund group
04/15/2014
This speaks directly to my professional background and skill set
04/15/2014
GenSpring Family Offices, a wealth management firm for ultra- high net worth families, has announced the addition of two Managing Directors of Client Development in the firm's South Region.