04/28/2013
Top Lieutenant of Dimon Is Departing JPMorgan
The trading losses at the bank, the nation’s largest, have swelled to more than $6.2 billion
People Moves
04/25/2013
Morgan Stanley WM lands two veteran advisers from rivals
The new additions, who moved to Morgan Stanley in April, came from Deutsche Bank and Bank of America Corp's Merrill Lynch
04/25/2013
Wilmington Trust boosts Family Office Services
She brings her leading expertise in the trusts and estate business to serve our clients.
04/24/2013
Aon appoints Global Head of Diversity and Inclusion
She brings over 15 years of experience and passion in delivering results around diversity and exclusion
04/24/2013
Guggenheim Hires Lehman Veteran in Continued Hiring Spree
Guggenheim Partners signaled its intention to continue building out its investment bank
04/23/2013
Barry, Hutchinson Join Sterne, Agee & Leach
One of the oldest and largest privately-owned investment banking and brokerage firms in the country, recently announced the expansion of its Depository Investment Banking Group
04/23/2013
Collaborative Consulting boosts financial services team
Collaborative Consulting today announced it has recruited three executives with extensive experience in the financial services industry
04/23/2013
Trishield Capital Management names new CEO
Today announced the appointment of Robert L. Harteveldt as Chief Executive Officer.
04/23/2013
Encore Wealth Management expands real estate investment division
He will oversee the placement of equity across all of Encore's real estate divisions in both the domestic and foreign markets.
04/23/2013
Invesco private wealth management division appoints senior strategist
The private wealth management division of Invesco Ltd. today announced that Catherine L. Schnaubelt has joined the firm's Houston office as a senior vice president and senior wealth strategist.
04/23/2013
Colliers’ Indianapolis office adds multi-family advisory services
Michael Drew has returned to Colliers International’s Indianapolis office
04/22/2013
Michael Lee Joins Abbot Downing as Part of Chicago Office Expansion
Clients across the country have responded very favorably to Abbot Downing and we're excited to be expanding in Chicago
04/21/2013
RMB Capital Expands Wealth Management Team in Denver
Independent Investment Advisory Firm, RMB Capital, Appoints New Senior Wealth Manager
04/21/2013
State Street Names Jeff Conway to Lead Data and Analytics Solutions for Clients
Integration of Existing Capabilities Provides Clients with Easier Access to Solutions
04/20/2013
San Antonio Capital & Trust appoints new CEO to lead wealth-management firm
San Antonio Capital & Trust Co. has named Audie Apple as the company’s new president and CEO.
04/19/2013
Bank of New York Mellon boosts wealth management team
He was previously with Allegheny Valley Bank, as a senior director based in Pittsburgh.
04/19/2013
RBC Chief Institutional Strategist Myles Zyblock Leaves Firm
His projection was within $1 of what companies
04/18/2013
U.S. Bank Names Regional Managing Director for UHNW Business in San Francisco
U.S. Bank is expanding the footprint of its ultra high-net-worth wealth management business.
04/18/2013
Larson Promoted at White Oaks Wealth Advisors to Director of Operations
An independent and private wealth management firm in Minneapolis, MN is excited to announce Michaela Larson as Director of Operations. In her new role Michaela will oversee our core operations functions.
04/18/2013
Houlihan Lokey Announces Changes to Senior Leadership
Newly Formed Office of the Executives Established to Oversee Strategy and Operations