Managers of Wealth Americas

RBC Recruits Morgan Stanley Duo

In an effort to exapnd its presence in northern New Jersey, RBC Wealth Management has added the Levy Tebeleff Group, formerly of Morgan Stanley, to its Parsippanny office.

Evercore taps UBS veterans for new private funds business

The duo's departure comes as UBS and other major private placement agents such as Credit Suisse Group AG and Lazard Ltd face increasing competition from independent groups such as Mercury Capital Advisers

Atlantic Trust Adds Senior Talent in California

Adding David Van Blerkom to our team exemplifies our ongoing commitment to attracting talented professionals to Atlantic Trust

Signature Bank expands Private Client Banking Team

Seven Teams Added Year-to-Date; Brooklyn Market Now Served by 10 Banking Teams

CRT Hires BNP Paribas’s Boulan, Lantz for Arbitrage Team

Boulan will be head of the equity-risk arbitrage desk, and Lantz will be a managing director of equity-risk arbitrage strategy

Apex Hires Credit Suisse Vet As CEO

Hedge fund administrator Apex Fund Services has tapped Credit Suisse vet Gordon Shaw as chief operating officer of the Apex Group.

Raymond James lands UBS broker team in Florida

Raymond James Financial Inc said it hired a team of veteran advisers from UBS AG's Wealth Management Americas, expanding the firm's adviser footprint in Florida.

UBS Hires Paul Bjorneby as Head of Natural Resources ECM in Americas

UBS has landed a new managing director in equity-capital markets covering the hot area of natural resources.

Merrill hires Morgan Stanley advisers in New York, DC

Merrill and Morgan Stanley, along with other top brokerages Wells Fargo Advisors and UBS Wealth Management Americas, often vie for the same pool of top advisers.

Shelly Lazarus to Join Blackstone’s Board of Directors

Blackstone announced that Shelly Lazarus has joined its board of directors.

Baird expands Houston financial advice office with more hires

Robert W. Baird & Company Inc hired another seven financial advisers in Houston, two teams focused on retirement planning for oil and gas professionals.

Guggenheim Securities Hires Experienced Team

Guggenheim Securities today announced the hiring of an eight member investment banking team led by Senior Managing Director James D. Decker.

RBC Capital Markets Hires Two for New York Energy Futures Desk

McCormack’s focus will be large-cap oil companies, banks, trading companies and hedge funds

Standard Chartered appoints Head of Research for the Americas

Based in New York, Tenengauzer will lead the Americas research team and will focus on delivering the bank’s global research products

Maxim Group Expands Institutional Sales Trading Platform With the Appointment of a New Managing Director

A leading full service investment banking, securities and wealth management firm announced the appointment of John Benedickson as a Managing Director and head of Institutional Sales Trading.

Keel Point Announces Experienced and Strategic Leader Biff Pusey Joining Its Team

Keel Point Advisors announces that William A. Pusey, Jr., JD, MBA, of Richmond, VA, has joined Keel Point to help affluent families develop and implement their own unique Keel Point

Scott Kamran to Join Evercore as a Senior Managing Director in its Technology Group

Scott Kamran has agreed to join the Firm's Investment Banking business

Blackstone Strengthens West Coast Technology Advisory Practice

Blackstone announced that it is bolstering its technology advisory practice on the West Coast

RBC Wealth hires adviser duo from Morgan Stanley

RBC Wealth Management, a division of the Royal Bank of Canada said it has hired a team of veteran advisers from Morgan Stanley Wealth Management, expanding its footprint in New Jersey.

Susan Skerritt to join Deutsche Bank

Deutsche Bank announced that Susan Skerritt will join as Regional Head Americas for its Global Transaction Banking division.

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