06/27/2012
Previously, Ms. Walker spent several years as a Managing Partner and Co-Head of the Global Hedge Fund Practice at a global executive recruiting firm, conducting senior level searches for hedge fund, fund of funds and alternatives clients.
06/26/2012
Morgan Stanley Bank AG said Monday that Dirk Notheis notified the supervisory board of his decision.
06/26/2012
US wealth boutique appoints new chief investment officer
From 2001 to 2006, he served as chief information officer and head of Vanguard's Information Technology Division.
06/26/2012
She has many years' experience in strategic planning, creative development, event marketing, and promotional functions for various industries.
06/26/2012
Robert W. Baird & Co said on Tuesday it added five veteran advisers to the firm's private wealth management group, expanding its footprint in California, Oregon and Texas.
06/26/2012
Bank of America plans to double the number of military veteran hires to 1,000 this year, with opportunities in IT and operations, military assistance, consumer banking and wealth management.
06/26/2012
The sources, which would not be identified because the information was confidential, declined to say who will replace Happ in Hong Kong.
06/26/2012
David Resnick, chairman of global financing advisory at Rothschild North America Inc., is leaving the investment bank to become president at Third Avenue Management LLC,
06/25/2012
US private banking firm snags for Barclays Wealth exec
He comes to Fieldpoint Private from Barclays Wealth, where he managed a broad and integrated scope of investment and banking needs on behalf of 40 ultra high net worth families.
06/25/2012
Veatch, an insurance industry veteran with nearly two decades of experience, joins Mariner following positions with Metis Companies and Lockton Companies in Kansas City.
06/25/2012
Jefferies today announced the hiring of Brad Handler as a Managing Director and Senior Equity Research Analyst covering Oil Services and Equipment within the firm's Energy research team
06/25/2012
Mariner Wealth Advisors, the wealth management firm led by chief executive officer Martin C. Bicknell – ranked nationally as a Top Ten Independent Financial Advisor by Barron's – today announced the hiring of Matt Veatch to lead the firm&
06/24/2012
Trust unit wields the axe
Executive dismissals, nonessential-travel ban part of efficiency effort
06/21/2012
Bill Burke, Experienced Chicago Financial Advisor and Banker, Joins as Vice President
06/21/2012
The new unit, called Asset Management Solutions, will be run by Seth Bernstein, former head of JPMorgan's global fixed income and currency business.
06/21/2012
hese forces include shifting generational giving trends, technology advances, as well as change management challenges and specialized talent development needs.
06/21/2012
He brings over 30 years of financial services industry experience to this role
06/21/2012
Former RBS exec appointed head U.S. High-Yield bond sales
Before joining RBS in November 2009, he worked at Morgan Stanley and Bank of America
06/21/2012
BlackRock Fund Manager to Leave
The departure comes after The Wall Street Journal reported potential conflicts of interest between his family's private energy investments and the natural-resources portfolios he managed for BlackRock's clients.
06/21/2012
Jobs in Wells Fargo’s technology, retirement division and other business lines could shift to India and the Philippines as part of a company wide review, said Bridget Braxton, a spokeswoman for Wells Fargo.