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Citigroup has hired Doug Baird, a Bank of America executive, as chairman of equity capital markets for the Americas.
May 11 -
BNY Mellon announced Monday it hired Mitchell Harris as president of its investment management division.
May 9 -
BNY Mellon announced Monday it hired Mitchell Harris as president of its investment management division.
May 9 -
ETF Securities Marketing has expanded its U.S. sales team with the hiring of Josef Valdman and Justin Levantino.
May 9 -
Baird announced on Monday that it added a team of four to its Portland, Oregon wealth management office.
May 2 -
Warren "Bud" Wilson, John Kwiatkowski and Valerie DAddona have formed the Greenbrier Wealth Management Group for Raymond James and established a practice in Raymond James & Associates Westlake Village branch.
May 2 -
Carson Wealth Management Group announced Monday it will become an independent RIA in July, but will further expand by added a broker-dealer arm later this year.
May 2 -
Janus Chief Financial Officer Greg Frost, will leave the firm on or around Aug. 1 and will be replaced by Bruce Koepfgen, who will join the firm in the beginning of June and succeed Frost in early August.
May 1 -
UBS Wealth Management Americas hired a three-member Wells Fargo advisor team to its Port Jefferson, N.Y. office. The team incudes father and son Michael Russell and Sean Russell, as well as Philip Giammarino. Together, they had $1.8 million in annual fees and commissions and $277 million in assets under management.
May 1 -
On Wall Street's and MainStay Investment's/New York Life's 4th Annual Branch Managers of the Year Awards
May 1
