02/15/2012
Ameriprise hires $1.2 mln producer from Janney
Adviser Brian McCarren joined Ameriprise's Boston office on Friday after seven years at Janney Montgomery Scott. He generated about $1.2 million in revenue last year.
02/15/2012
PwC appoints new market managing partner
He began his career with PwC in Boston and was admitted to the partnership in 1997.
02/15/2012
Munder Capital boosts institutional sales team
The institutional sales and client service teams will be overseen by William H. McNett, a principal and a founding partner of Integrity Asset Management. Mr. McNett, who is a CFA charterholder and a member of the Philadelphia Society of Security Analysts,
02/14/2012
Beverly Hills wealth firm scoops Morgan Stanley adviser
At Morgan Stanley he focused on wealth building and capital preservation for private clients and charitable foundations.
02/14/2012
Marsh recruits global head of marketing and communications
He joins Marsh from Doug Dundas Communications, a boutique consultancy he launched in late 2007 specializing in the unique communications needs of financial services firms
02/14/2012
Ledyard National Bank appoints wealth management head
Gehas over 28 years of wealth management experience, the previous 4 years at Ledyard Financial Advisors as the organization's Senior Vice President & Business Development Officer.
02/14/2012
Raymond James Names RIA Private Client Chief
One RIA who already uses the custody services of Raymond James was pleased to hear the news on Friday of a bigger effort on the way.
02/14/2012
Commodity hedge fund vet joins Man
He formerly worked at hedge funds Ospraie Management and Amaranth Advisors, and most recently ran his own quantitative commodity consultancy, Alpha Dog Commodities.
02/14/2012
Deutsche Bank names Chief Global Strategist
In his new role, he reports to David Folkerts-Landau, Global Head of Research.
02/11/2012
He retains a large network of contacts in the Midwest, which Baker Tilly believes will be useful in expanding its practices beyond the $1.25 billion in assets that it currently manages.
02/08/2012
He retired in April 2010 after 21 years at Goldman Sachs, will join in New York this week as an executive vice chairman of the global corporate and investment-banking unit
02/08/2012
Morgan Stanley appoints Head of Corporate Affairs
Morgan Stanley is combining its marketing and communications groups
02/03/2012
Mr. Haranzo is an active advisor to a number of charitable organizations. Among other posts, he serves as Deputy Chairman of the Board of Trustees of the American Museum of Britain.
02/03/2012
One of four managing principals who helped start boutique investment bank StormHarbour Partners LP in 2009, is leaving the firm to pursue other opportunities, the company said.
02/02/2012
Bartle, a 20+ year veteran of Wall Street, began his career with Bank of America in Madrid, trading and managing portfolio risk in European government bond and interest rate derivatives.
02/02/2012
Independent wealth management firm expands investment committee
02/02/2012
Top London Hedge Fund Lawyers Switch Firms
They will also work closely with the firm’s market-leading international funds teams and clients in New York, Washington, D.C., Dallas, Abu Dhabi and Beijing.
01/31/2012
Bank of America Hires More Than 50 Small Business Bankers
Bank of America has announced that it is hiring more than 50 small business bankers in New England to provide guidance and counsel to local small business owners.
01/31/2012
His appointment is part of a Four-Point Expansion Initiative announced last year which targets key growth opportunities in the Equity Capital Markets arena.
01/30/2012
Houlihan Lokey further expands its transaction advisory services practice
Windsor has more than 25 years of experience providing financial and operating transaction support and due diligence services to private equity firms, corporations, and financial institutions in connection with mergers and acquisitions and other transac