04/16/2012
Vijay comes to TD with nearly two decades of marketing experience. Most recently, he created and led Ally Bank's rebranding in North America and, prior to Ally, Vijay spent seven years at Bank of America with several leadership marketing roles and st
04/16/2012
He joins Barclays from Morgan Stanley Smith Barney, where he has worked for nearly two decades in wealth management.
04/13/2012
UBS's Americas wealth management group is the fourth-largest U.S. brokerage by client assets with $754 billion in assets under management and just under 7,000 advisers as of the end of December.
04/13/2012
Promotions support continued growth of wealth management and private banking businesses
04/13/2012
The law firm is growing its fiduciary practice with the appointment of Angela Calnan, who has significant experience in advising on estate planning structures, particularly for entrepreneurial families in the Middle East.
04/13/2012
Mack has had a long history on Wall Street. He joined Morgan Stanley's bond department in 1972. He rose through the ranks to become president of the investment bank in 1993.
04/13/2012
Prior to joining Sikich, Bob was a Managing Director at Kinsella Group, Inc., a Chicago based boutique investment bank, where he advised middle-market clients on buy and sell side transactions, as well as capital sourcing.
04/13/2012
BNY Mellon Wealth Management has named an expert in philanthropy and planned giving sales director of its Charitable Solutions Group.
04/13/2012
They will jointly be responsible for the firm's Emerging Markets business managing the distribution, trading and structuring of fixed income securities from Latin American, Asia and CEEMEA to investors globally.
04/12/2012
He holds a B.A. from the University of Miami, an M.B.A. in International Management from the Thunderbird School of Global Management and speaks four languages: English, Spanish, French and Portuguese.
04/12/2012
The new J.P. Morgan Securities office in Philadelphia will be led by John Borzi, a longtime Barclays Wealth veteran.
04/12/2012
Cohen began his career in the financial services sector more than 25 years ago. Most recently, he worked as Director of Fixed Income Investments with consultant Fortigent, LLC, where he oversaw the development of the firm’s fixed income investment p
04/12/2012
The biggest investment banks are pushing into emerging markets in Latin America and Asia as their economies expand.
04/12/2012
Sentinel Trust Company, one the nation's leading boutique wealth management firms and multi-client family offices, welcomes Lissa Gangjee, J.D., CFP® to the firm as Senior Vice President, Senior Relationship Officer and member of the Executive Co
04/12/2012
Mr. Berlin brings over 20 years of real estate experience to Brookfield. Most recently, he was managing director and head of real estate fundraising at Alliance Bernstein.
04/11/2012
The changes, which were first announced on Monday via an internal firm memo, come one week after Raymond James closed the Morgan Keegan deal for about $1.2 billion in cash.
04/11/2012
He led the technology group at Merrill Lynch & Co. from 2006 to 2008, will start at the Zurich-based bank in July, according to an internal memo.
04/11/2012
Laidler, who will be based in New York and start in July, joined JPMorgan in 2007 after working at UBS AG in Santiago.
04/11/2012
Auriga USA, a broker-dealer affiliate of Spain's Auriga Global Investors, Sociedad de Valores, has been building out its sales trading effort over the last year.
04/10/2012
Robinson joins Bernhardt Wealth Management from The Monitor Group, Inc. where he served as senior planner and previously, director of operations.