01/16/2013
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.
01/16/2013
He brings over 20 years of experience in investment banking and private equity and has participated in merger, acquisition, advisory and financing assignments for domestic and international clients.
01/15/2013
He’s responsible for “prioritization, resource allocation and portfolio optimization” across the bank’s operations in emerging markets, according to a profile on Citigroup’s website.
01/15/2013
Both report to the firm’s head of fixed-income sales.
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.