03/23/2012
The Shaffer Team has primarily served nonprofits and large family consulting needs for more than 25 years throughout the Central and Southeast regions of the country. Bob will be based in Morgan Stanley’s Private Wealth Management office in Chicago
03/23/2012
The U.S. brokerage arm of UBS shook up its leadership ranks on Friday, removing a layer of management under Chief Executive Officer Robert McCann
03/22/2012
He joined Wells Fargo in 2000, following five years at Bank of America in various senior wealth advisory roles.
03/22/2012
Doolan was previously a senior managing director with Macquarie Bank in New York, where he led tax and structuring for the asset management business in the Americas.
03/22/2012
Morgan Stanley acquired FrontPoint in 2006 and spun off the unit last year.
03/22/2012
Roy Kim, who traded adjustable-rate mortgages, left on his own accord with a similar exit deal, the people said.
03/22/2012
He joined Wells Fargo in 2000, following five years at Bank of America in various senior wealth advisory roles.
03/22/2012
Smith joined Pennsylvania-based Fulton Bank, the company’s flagship bank, as director of Human Resources in 1978.
03/22/2012
Mr. Serventi, age 61, currently serves as Operating Partner at Summer Street Capital Partners, LLC, a private equity firm, and is the President of West Lake Management, an asset management firm.
03/21/2012
Safran will join from Citigroup where he has spent the last 24 years, originally joining Smith Barney in 1988. Since 2011, Safran has been Chairman of the Energy, Power and Chemical groups and Vice Chairman of Global Banking. Previously he was Global Head
03/21/2012
Prior to joining Options IT he was Sales Director for the Alternatives Business at HSBC Securities Services.
03/21/2012
"They bring a lot of tenure to the firm," said John Mabee, vice chairman of Baird's private wealth management group.
03/21/2012
He once ran the bank’s U.S. power-trading business, left earlier this week, said the person who asked not to be identified because the information is private.
03/21/2012
Appoints New Client Advisor in Response to Growing Family Office Market
03/20/2012
The Aiken office is located at 401 Park Avenue, SW, Suite B, Aiken, SC 29801, and can be reached by calling 866.909.4602.
03/20/2012
In his new role, Stephens will be responsible for the strategic direction and growth of the Banking and Finance practice, which serves commercial banks, regional and community banks, investment banks and securities firms, and diversified financial compani
03/20/2012
SAIL’s outstanding prowess in the Asian hedge fund industry was recognized at the Asia Asset Management Best of the Best Performance Awards 2011
03/20/2012
Jeff, who joins Loomis from Palisade Capital Management, replaces Dan Thelen, who resigned his position at the end of 2011 after an extended leave of absence. At that time, the company initiated a nation-wide search for a new team member.
03/19/2012
Located at 3 Pickwick Plaza, the office weathered the recession after arriving in Greenwich five years ago, and expects to add 6 to 10 relationship managers to its current number of 14 in the next 12 months.
03/19/2012
Stephen Peak Named Lead Portfolio Manager of Henderson International Opportunities Fund