12/17/2013
Threshold Group,is pleased to announce that Lisa Chin will join Threshold's Board of Directors. Chin, currently founding Executive Director of Year Up Puget Sound, is an experienced leader for nonprofit organizations and business groups.
12/17/2013
BNY Mellon is building out its wealth management team in Chicago, Seattle and Palm Beach Gardens, Fla.
12/17/2013
Fisher Vet Wells Joins Convergent Wealth Advisors
Wells will help broaden Independence’s presence outside of the firm’s traditional Washington, D.C., New York, and Los Angeles markets.
12/17/2013
David is the author of "Market Neutral: Engineering Return and Risk," which was published in 1998 by the C.F.A. Institute and has been part of the C.F.A. syllabus ever since. He earned a law degree from the University of Aberdeen in 1979.
12/16/2013
John Quello and his son, Nathan, joined the bank’s Loft Advisors team.
12/13/2013
"As market president, Anthony's experience and leadership will guide him and his team in serving our clients throughout Puget Sound and the state.
12/12/2013
RBC Wealth hires adviser team from Morgan Stanley
Weigel told Reuters that all of his former clients have agreed to move to RBC with him and Dimino.
12/12/2013
Brevan Howard Asset Management has added a top bank currency executive just months after parting ways with its top foreign exchange manager and closing his hedge fund.
12/12/2013
It’s official: The Presidio Group, the $3.5 billion San Francisco-based wealth management firm, has named Karl Schade CEO.
12/11/2013
Jefferies Wealth Head resigns to Join Hedge Fund
Markman Peters, who joined Jefferies & Co in 2009 to run and expand its wealth management business, is leaving to join a distressed debt hedge fund
12/11/2013
He joins as the group's actuarial investment strategist
12/11/2013
The bank has scrapped monthly commissions it had paid as part of efforts to retain a DLJ junk-bond team led by an associate of Michael Milken, who created the market in the 1980s, the people said.
12/11/2013
The White House is near naming Stanley Fischer to be the vice-chairman of the Federal Reserve
12/11/2013
A co-founder of bank advisory firm Promontory Financial Group and a former CEO of Soros Fund Management, to its board of directors on Wednesday.
12/10/2013
Crédit Agricole CIB boosts Real Estate, Lodging and Gaming Group in Americas
He most recently was Director/Team Leader-Commercial Real Estate Finance at ING Real Estate Finance.
12/10/2013
UBS AG's Wealth Management Americas unit said Tuesday that it hired a team of two financial advisers from Bank of America Merrill Lynch for one of its Texas offices.
12/10/2013
Blackstone Mortgage Trust, Inc. today announced that Paul D. Quinlan, a Managing Director in the finance division of Blackstone, has been appointed Chief Financial Officer of the Company.
12/10/2013
Bob Schwartz has been appointed CTO of Connecticut-based SS&C Technologies, a fund administration software specialist.
12/10/2013
Jennifer Daniels and Karen Levy, who managed more than $150 million in client assets at Merrill, are now working out of Morgan Stanley Wealth Management's Cincinnati office.
12/09/2013
Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.