01/15/2013
Former Crosswind Investments Exec Joins Brown Advisory as Partner
He joins Brown Advisory from Crosswind Investments, an investment management firm he founded and led until selling it to the Lee Munder Capital Group in 2012.
01/15/2013
He joins Brown Advisory from Crosswind Investments, an investment management firm he founded and led until selling it to the Lee Munder Capital Group in 2012.
01/15/2013
He is responsible for the oversight of client investment portfolios.
01/14/2013
HighTower, the nation's first advisor-owned financial services firm serving wealthy families and institutional clients, remains a desirable destination for top-ranking advisors who value independence and a client-focused culture.
01/13/2013
He brings 25 years of senior technology leadership to the role in which he will be responsible for continuing to build a world-class client experience for financial advisors using the Genworth Wealth Management platform.
01/13/2013
Royal Bank of Canada has snared one of Manulife Financial Corp.'s top executives
01/13/2013
Top U.S. brokerage Morgan Stanley Wealth Management lost two veteran advisers teams in Short Hills
01/10/2013
Bestselling Author and Financial Blogger Has Joined The BAM ALLIANCE as Director of Investor Advocacy and Buckingham Asset Management as a Wealth Advisor
01/10/2013
New Leader to Focus on Client Experience
01/10/2013
S3 is the leading provider of independent solutions, insight and advice to manage counterparty risk and financing cost for asset managers and financial institutions worldwide.
01/09/2013
Sunrise Capital Partners announced that Managing Director has been elected President of the California Hedge Fund Association
01/09/2013
Three additional leadership roles are part of these changes as well.
01/09/2013
His efforts drew historic SEC settlements
01/08/2013
The change takes Staley to a firm that can trade and make deals with more freedom than JPMorgan
01/08/2013
These appointments bring the total number of employee partners at PAAMCO to 16.
01/08/2013
Managing director will be based in the firm’s Boston office focused on coverage of the biopharmaceutical sector.
01/08/2013
He will report to the co-Chief Operating Officer for JPMorgan Chase.
01/08/2013
Prior to joining BNY Mellon he served for six years as director
01/07/2013
Prior to joining Athena he was head of JP Morgan’s Private Wealth Management office on New York
01/07/2013
The advisors have formed The Meakem Group, an independent firm
01/07/2013
Royal Bank of Canada has hired former Citigroup analyst as a managing director covering Internet stocks