12/03/2012
Morgan Stanley Hires Advisors Managing $778M
The largest team by assets in the latest hires comes from Merrill Lynch.
12/03/2012
The largest team by assets in the latest hires comes from Merrill Lynch.
12/03/2012
Carlyle Group's global market strategies unit manages $30 billion in hedge funds, structured credit, middle-market credit, energy mezzanine and distressed products.
12/02/2012
"I'm confident that his expertise will enable us to continue to develop and maintain our excellent track record in client service and risk management."
12/02/2012
"His experience and commitment to earning a client’s trust will help to deepen our relationships and expand our Investment Banking Division.”
12/02/2012
He also will be responsible for managing Standish's soon-to-be-launched currency absolute return strategies
11/29/2012
Ritter joined Susquehanna in February through the merger with Graystone Tower Bank
11/29/2012
The securities and banking division employs about 17,000 people.
11/29/2012
Boutique investment adviser appoints co-chief investment officer
He will share responsibility for leadership of KAR's equity team and investment operations with Robert Schwarzkopf, chief investment officer since 2007.
11/28/2012
The two Sacramento companies remain independent
11/28/2012
Ameriprise gave us the opportunity for all of our clients to do more financial planning
11/28/2012
Raymond James hires ex-Morgan Stanley broker
“He has a great reputation and exemplifies a deep caring for his clients and their interests, which is totally in line with Raymond James’ values and culture.”
11/28/2012
He was a senior private client wealth advisor at Bernstein Global Wealth Management.
11/28/2012
The new hires, who joined Merrill in October and November, managed more than $1 billion in client assets
11/27/2012
DiLascia joins Sterne Agee as Senior Managing Director in charge of depository investment banking affairs
11/27/2012
The set-up is similar to those at other wealth-management start-ups such as HighTower Advisors
11/26/2012
Morgan Stanley Wealth Management appoints new regional director
He began his career with Morgan Stanley in 1989 and has been in the financial services industry since 1976.
11/26/2012
Nuveen, known principally for its funds that invest in municipal bonds, has expanded its stock and taxable bond strategies in recent years.
11/25/2012
Andrew is a fantastic addition to our New York team and Boyden’s global financial services practice
11/25/2012
U.S. Bank ramps up Florida HNW business
U.S. Bank is ramping up its high-net-worth wealth management business in Florida with the addition of three industry veterans to the Private Client Reserve in Palm Beach and Naples.
11/25/2012
'Healthcare is a strategically critical industry for our firm and we have a highly ranked advisory and equities business.'