06/01/2012
JPMorgan's chief oil analyst leaves firm
Lawrence Eagles, JPMorgan's global head of oil research for nearly four years, left the firm this week, two industry sources said on Thursday.
People Moves
06/01/2012
Washington Wealth Management Announces Management Changes
He has 15 years of experience in the financial services industry, had previously served as Chief of Firm Strategy for WWM
06/01/2012
Wilmington Trust expands new capital markets team
Wilmington Trust also recently established new offices in California and Texas.
06/01/2012
State Street Appoints Head of Real Estate Fund Services for North America
He joins State Street from Beacon Residential Management where he served as chief executive officer responsible for the asset management of the company's real estate portfolio.
05/31/2012
Maxim Group expands fixed income unit
Larry's leadership roles range from bulge bracket to regional and boutique firms, canvassing the full spectrum of institutional and corporate clients.
05/31/2012
Dynasty Adds Two to Wealth Platform
The New York-based firm specializes in wealth management for independent investment advisory teams.
05/31/2012
RBC Hires New Head of US Dollar Rates Trading From UBS
As head of U.S. dollar rates, Van Vredenburch will oversee the bank’s Treasurys and swaps businesses, which includes a team of eight traders.
05/31/2012
Janney poaches Morgan Stanley official
The addition of Graham marks the 15th advisor to join Janney since the start of 2012, in what has been an active and successful year so far for the firm's recruiting efforts.
05/31/2012
Credit Suisse names new heads of Americas utilities
Both bankers are based in New York and report to Osmar Abib and Jamie Welch, co-heads of the global energy group, the memo shows.
05/31/2012
Bofa hires more than 70 small business bankers across Northern California
Small business bankers will consult with small business owners at their place of business and assess their deposit, credit and cash management needs.
05/31/2012
E.F. Hutton reaches into alumni ranks for director
He begun his career in financial services at E.F. Hutton and went on to lead UBS Wealth Management Advisor Group Americas' financial advisory business.
05/30/2012
Deutsche Bank strengthens equity research in North America
Ross Sandler will join in August as a Director covering the Internet sector in the US. Sandler joins from RBC Capital Markets, where he was a managing director covering US and international Internet and digital media sectors. Prior to RBC Capital Markets,
05/30/2012
CB&T Private Client Services Adds Strength to Their Team
He also worked as a Private Wealth Manager with SunTrust for ten years
05/30/2012
Wells Fargo Securities Expands Equity Research Coverage with Five New Senior Analysts
Maynard Um, managing director and senior analyst. Based in New York, Um joins Wells Fargo Securities as a managing director and senior analyst in the Equity Research department covering the IT Hardware sector.
05/30/2012
BNY Mellon appoints top officials to key roles within outsourcing business
He has held two COO roles at large global asset managers and most recently was engaged as a consultant at Eagle, focusing on its outsourcing and insurance services initiatives for BNY Mellon.
05/30/2012
BNY Mellon Strengthens Florida Wealth Management Team
BNY Mellon has bolstered its wealth management office in Tampa with the addition of two senior professionals to its staff.
05/29/2012
Linscomb & Williams boosts wealth management team
Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:
05/28/2012
J.P. Morgan ousts prime brokerage head
News of the change was first reported by Bloomberg.
05/28/2012
Gibraltar Private Bank makes high-profile appointment
Henriques joined the bank in February 2011 as Vice Chairman, President and Chief Operating Officer of the Coral Gables based company.
05/28/2012
Wilmington Trust taps president for Florida market
Wilmington Trust opened its first Florida office in 1983 in Stuart. Wilmington Trust continued to grow its Wealth Advisory business in the Florida market and now has offices in Palm Beach, North Palm Beach, Stuart, and Vero Beach.