02/25/2013
Wells Fargo Private Bank names regional director for S.C.
Wells Fargo Private Bank appointed Anne Surrett as regional director for South Carolina.
People Moves
02/25/2013
IBERIABANK announces senior promotion
Beth does an amazing job for our organization
02/25/2013
Morgan Stanley's Head of Alternative Investment Partners Unit to Leave Firm
Arthur Lev will become head of the unit
02/24/2013
Barclaycard US Names Patrick Wright COO
The payments business based in Wilmington, Del., said Friday it has named Patrick Wright to the post
02/24/2013
Baird adds to Charlotte wealth office, surpasses $1B in client assets
Father-son wealth-management team Joe and John Lipe have left Morgan Stanley Smith Barney to join Baird & Co.'s operation in Charlotte.
02/24/2013
Bank of America Merrill Lynch names new leader for Desert Mountain states
He joined the company in 2007, most recently was senior client manager of business banking.
02/24/2013
Vanguard Announces Investment Management Changes
“We have found that there are significant benefits to our clients and our crew when we offer our investment professionals the opportunity to broaden their skill set.”
02/21/2013
Barclays Head of Latin America Finance Said to Leave Bank
About 1,800 positions will be cut this year at Barclays’s corporate and investment bank.
02/21/2013
AMG Expands Distribution Capabilities in Europe with Swiss Office Opening and New Hires
“Establishing an office in Zurich, one of the most important financial centers in Europe and home to some of the world’s largest and most sophisticated investors, will extend the reach of our global distribution platform and further support ou
02/21/2013
Ameriprise lands Florida adviser from Morgan Stanley
Chris Barley, who has worked in the advising industry for three decades, joined Ameriprise's Orlando office on Friday
02/20/2013
After Six Weeks, A Top ING Exec Leaves
He was hired during the first week of January from AllianceBernstein
02/19/2013
Citi Private Bank Nabs Investment Officer from TD Wealth
At TD Wealth, he was co-head of Investments, a position he held for two years.
02/19/2013
UBS lands ex-Morgan Stanley adviser in New York
Berkley had been an adviser with Citigroup and joined Morgan Stanley Wealth Management
02/19/2013
Nomura boosts US Equity Research team
He joins Nomura from Keefe, Bruyette & Woods
02/19/2013
Brean Capital appoints Executive MD
I have worked very closely with Peter for over eight years and am excited to have him join our team
02/19/2013
Boston Private Bank continues California expansion
“By adding or expanding these offices, we deliver the private banking and wealth management services our clients value
02/17/2013
Hefty Wealth Partners announces new branch president
Hefty Wealth Partners has appointed longtime employee Doug Lockwood as branch president
02/17/2013
New CIO of Bass family office named
Before joining Oak Hill in 2010, he was president and executive director at Nuveen Investments.
02/14/2013
Saba Said to Hire Traders From Citigroup and RBC
Trader from Royal Bank of Canada is going to work at Saba to focus on exchange-traded fund indexes.
02/14/2013
Ex-UBS Exec Rosen Taps ‘Whale’ of a Trader for Fund
Reef Road is set to launch in the second quarter and already has eight people on staff