05/01/2012
Mr. Tuttle has over 20 years of experience leading both sales and product management teams in the wealth arena, primarily in South Carolina. He was most recently an executive vice president and head of Palmetto Bank's Trust and Investment Group, base
05/01/2012
Morse reports to Bob Okin, Executive Vice President - National Sales, for Oppenheimer & Co.
05/01/2012
Prior to Baird, Hammond was Executive Vice President and Chief Administrative Officer of UMB Fund Services in Milwaukee.
05/01/2012
Both Gordon and Joseph were partners at Dewey & LeBoeuf and are leaders in their field having worked on a significant number of high profile and cutting edge transactions over the years.
05/01/2012
The vendor appointed former Morgan Stanley derivatives expert Raphael Juston to jumpstart the growth of its commodity and energy solutions.
05/01/2012
Michael Fitzgerald was named a managing director and senior member of JPMorgan's North American prime brokerage business.
05/01/2012
Clifford Chance's global insurance practice is rated Tier One by Chambers Global, one of the leading independent guides to the legal profession.
04/30/2012
As president, Alexander will be chairman of the executive committee and oversee ongoing operations of the company.
04/30/2012
Sheehan has been with Genworth since its initial public offering in 2004 and prior to that with its former parent General Electric Company since 1997. During that period, he held various roles throughout the investment organization, including real estate,
04/30/2012
Advisers Jeffrey Tompkins and Gregory Barr moved to Deutsche Bank's Palm Beach office in late March, later joined by fellow adviser Ruth Sember in early April.
04/30/2012
Prior to joining BBH he worked in business development for Afton Capital Management.
04/30/2012
Currently CIO for the company's Financial Markets and Treasury Services businesses, as well as its Pershing LLC unit, Kumar is a member of the company's global Operating Committee
04/27/2012
Heilman reports to Joanie Stringer, managing director of the Washington, D.C., office, which opened in October to snag wealth management business in the area.
04/27/2012
Wilkinson has been with the wrap technology provider since March 2007, the firm provides the technology behind the Novia, AJ Bell, JP Morgan and Aegon Retirement Choices platforms.
04/27/2012
Long-Time Senior Deloitte Executive Brings Nearly 40 Years of Experience to Geller
04/27/2012
Advisers Gene Theobald, Otho Evans and Teresa Castillo joined RBC as a team from Morgan Stanley Smith Barney, where they managed $330 million in client assets and generated $2.6 million in revenue last year.
04/27/2012
Gov. Jack Markell praised the company's decision to bring new jobs to the state.
04/26/2012
Leopold will be based in New York and will report to Jackson Hsieh, vice chairman of the investment banking group and global head of the real estate, leisure and lodging group.
04/26/2012
Fidelity Investment's former deputy general counsel joins expanding Boston practice
04/26/2012
Alex and Sara Watson began their financial services careers with Ameriprise Financial and then worked with Allstate. Since, Mr. and Mrs. Watson represent the modern day married couple within the X and Y Generation, they thought oXYGen Financial would be t