06/01/2012
State Street Appoints Head of Real Estate Fund Services for North America
He joins State Street from Beacon Residential Management where he served as chief executive officer responsible for the asset management of the company's real estate portfolio.
05/31/2012
Larry's leadership roles range from bulge bracket to regional and boutique firms, canvassing the full spectrum of institutional and corporate clients.
05/31/2012
The New York-based firm specializes in wealth management for independent investment advisory teams.
05/31/2012
As head of U.S. dollar rates, Van Vredenburch will oversee the bank’s Treasurys and swaps businesses, which includes a team of eight traders.
05/31/2012
The addition of Graham marks the 15th advisor to join Janney since the start of 2012, in what has been an active and successful year so far for the firm's recruiting efforts.
05/31/2012
Both bankers are based in New York and report to Osmar Abib and Jamie Welch, co-heads of the global energy group, the memo shows.
05/31/2012
Small business bankers will consult with small business owners at their place of business and assess their deposit, credit and cash management needs.
05/31/2012
He begun his career in financial services at E.F. Hutton and went on to lead UBS Wealth Management Advisor Group Americas' financial advisory business.
05/30/2012
Ross Sandler will join in August as a Director covering the Internet sector in the US. Sandler joins from RBC Capital Markets, where he was a managing director covering US and international Internet and digital media sectors. Prior to RBC Capital Markets,
05/30/2012
He also worked as a Private Wealth Manager with SunTrust for ten years
05/30/2012
Maynard Um, managing director and senior analyst. Based in New York, Um joins Wells Fargo Securities as a managing director and senior analyst in the Equity Research department covering the IT Hardware sector.
05/30/2012
He has held two COO roles at large global asset managers and most recently was engaged as a consultant at Eagle, focusing on its outsourcing and insurance services initiatives for BNY Mellon.
05/30/2012
BNY Mellon has bolstered its wealth management office in Tampa with the addition of two senior professionals to its staff.
05/29/2012
Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:
05/28/2012
News of the change was first reported by Bloomberg.
05/28/2012
Henriques joined the bank in February 2011 as Vice Chairman, President and Chief Operating Officer of the Coral Gables based company.
05/28/2012
Wilmington Trust opened its first Florida office in 1983 in Stuart. Wilmington Trust continued to grow its Wealth Advisory business in the Florida market and now has offices in Palm Beach, North Palm Beach, Stuart, and Vero Beach.
05/24/2012
He will specialize in equities, but will be involved in all types of investment management. He will report to Martha Henderson, head of the Entertainment Division at City National Bank.
05/24/2012
He has been with the company since 2001
05/24/2012
Mr. Walker, who previously spent 22 years working at JPMorgan before leaving the firm in 2001, will be based in New York and will start later this month.