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Don Quattrucci rejoined BNY Mellon from U.S. Trust, where he most recently served as managing director and market investment director for two years.
September 3 -
Oppenheimer & Co., a unit of Oppenheimer Holdings announced the appointment of Doron Barness to Head of New York Institutional Equity Sales Trading, working out of the firm's New York headquarters.
September 3 -
In a round of summer hiring, the firm brought in four advisors with a total of over $500 million in assets.
September 3 -
Brent Smith, a relative newcomer to Susquehanna, will run the program previously managed by two sales managers.
September 3 -
Huntington announced today that Gregory A. Smith was named president of Cincinnati-based Haberer Registered Investment Advisor, a wholly-owned subsidiary of the Huntington National Bank. Smith will report to Steven Short, executive vice president and director of Huntington Wealth Advisors.
August 30 -
Morningstar announced yesterday that Vickie Tillman has been hired as president of Morningstar Credit Ratings, LLC and is scheduled to begin on Sept. 3.
August 30 -
As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.
August 29
Financial Planning -
Launching your own practice isn't easy. Here are five tips for getting started from advisors who have experienced the challenge of going out on their own.
August 29 -
The Private Client Reserve hired a new wealth management advisor from UBS Private Wealth Management to support growing business in the Chicago market.
August 29 -
Wells Fargo's regional president of Florida operations has been promoted to a national executive.
August 28 -
Wells Fargo's regional president of Florida operations has been promoted to a national executive.
August 27 -
Nitin Mhatre, executive vice president of Consumer Finance, will lead Websters Personal Bank, which includes Webster Investment Services.
August 27 -
Morgan Stanley has bolstered its New York office with a top billing advisor team from J.P. Morgan Securities, the boutique brokerage branch of JPMorgan Chase.
August 26 -
Morgan Stanley has bolstered its New York office with a top billing advisor from J.P. Morgan Securities, the boutique brokerage branch of JPMorgan Chase.
August 26 -
A spike in the proportion of RIA-to-RIA deals in the first half of this year may signify that the advisory field is starting to come into its own.
August 23 -
Umpqua names a former Citi Private Bank executive to lead growth in the San Francisco region.
August 19 -
Raymond James has added to its Private Client Group (PCG) with a key senior management appointment.
August 19 -
The Private Client Reserve lured professionals from J.P. Morgan Private Bank and Citi for positions in Los Angeles, Chicago, and Scottsdale, Ariz.
August 15 -
UBS has tapped Jonathan Brooks to be a sales director responsible for bringing in corporate clients.
August 15 -
Bloomberg -- Aides to President Barack Obama and Senate Majority Leader Harry Reid discussed the process of choosing the next U.S. Federal Reserve chairman in the wake of a letter from some chamber Democrats touting one contender, according to a person familiar with the conversations.
August 15



