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.
People Moves
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.
05/24/2012
City National Bank expands wealth management team
He will specialize in equities, but will be involved in all types of investment management. He will report to Martha Henderson, head of the Entertainment Division at City National Bank.
05/24/2012
Wells Fargo names head for ultra-wealthy business
He has been with the company since 2001
05/24/2012
JPMorgan Appoints Senior Investment Banker
Mr. Walker, who previously spent 22 years working at JPMorgan before leaving the firm in 2001, will be based in New York and will start later this month.
05/24/2012
Abbot Downing Names Investment Banking Veteran Head of Banking
He joined the Wells Fargo Portfolio Management Group in 2001 and was ultimately named managing director, where he led a team that manages a portfolio of complex transactions related to investment banking and traditional commercial lending.
05/23/2012
HSBC appoints head of U.S. payments and cash management
He will be based in New York and jointly report to Steve Bottomley, Head of Commercial Banking, North America and Diane S. Reyes, Global Head of Payments and Cash Management.
05/22/2012
Morgan Stanley adds brokers from UBS, Credit Suisse
Jenkin and Ferrante managed $210 million in client assets at UBS and generated $1.3 million in revenue last year.
05/22/2012
US wealth firm opens San Diego office, expands advisory group
BHWM expands West Coast presence, begins services in San Diego
05/22/2012
Janney Capital Markets sppoints co-head of equities
In addition to his experience at Janney, serving as Managing Director, Head of Trading & Sales Trading since joining the firm in 2009, Woodford brings to his new role a strong record of client service and leadership that also includes 10 years with Ci
05/22/2012
Sandy Cove Advisors hires new chief investment officer
Kate comes to Sandy Cove Advisors with a strong background in investments spanning 19 years.
05/22/2012
LPL Financial rolls out new executive hire
He joins from Huntington Bank
05/22/2012
Goodwin Procter expands private investment funds practice
He comes to Goodwin from WilmerHale where he was a partner and chair of the firm's Fund Formation Practice Group.
05/22/2012
Maxim Group expands equity research team
Prior to joining Maxim Group, he was a research analyst at Cantor Fitzgerald where he covered mortgage REITs and small and mid-cap commercial banks.
05/21/2012
Nashua Capital appoints new Managing Principal
Reynolds brings over 25 years of portfolio management and fiduciary experience to Nashua Capital Management. In his most recent position, he was VP Senior Portfolio Manager for TD Wealth’s Private Investment Counsel Division.
05/21/2012
The Boston Consulting Group Elects Rich Lesser as Its Next CEO
It has opened 17 new offices worldwide and established itself as a full-service management consultancy with global reach.
05/21/2012
Nelson Peltz Gets a Leg Up at Legg Mason
Long known as a vocal advocate of returning cash to shareholders—and twisting management's arms—Peltz is generally seen as the driving force behind much of Legg's recent streamlining.