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U.S. Bank hired Joe Weidenbach as Chicago market leader for The Private Client Reserve, the banks high-net-worth wealth management business.
October 16 -
Risk Paradigm Group, an independent wealth and asset management firm, announced Monday that a three-person advisor team from Morgan Stanley Wealth Management will join the firm.
October 15 -
Webster Bank has recruited Daniel FitzPatrick from BNY Mellon Wealth Management to lead its recently launched private bank.
October 12 -
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ClearBridge Advisors the largest manager of equity funds at parent company Legg Mason, apparently wants to cut the apron strings, announcing it would drop the Legg Mason name from all its U.S. funds over the next few months.
October 12 -
Boston-based Eastern Bank has named Michael Tyler chief investment officer of its wealth management division.
October 12 -
Lord, Abbett & Co. has added nine new partners to its executive team.
October 12 -
The Investment Company Institute has named former journalist Mike McNamee its chief public communications officer, responsible for all media and public relations, public policy writing, editorial, website, and design activities.
October 12 -
Miami-based investment advisor Thomas J. Herzfeld Advisors has hired asset management and mutual fund industry veteran, Robert Adler as its head of distribution, a newly created position.
October 11 -
Northern Trust promoted Darius Gill to managing director of Foundation & Institutional Advisors, the banks advisory group for middle-market non-profit institutions.
October 11 -
Northern Trust has promoted Darius Gill to managing director of the Foundation & Institutional Advisors group in the Central Region, which includes Illinois, Michigan, Minnesota, Ohio, Missouri and Wisconsin.
October 11 -
The Investment Company Institute’s Board of Governors has elected ICI Chairman Greg Johnson, president and chief executive officer, Franklin Resources, to serve an additional one-year term.
October 10 -
Curian Capital has hired Amy Temkin as vice president of strategic accounts to lead Curians Strategic Accounts team on driving sales and forming long-term strategic with broker-dealers.
October 9 -
Goldman Sachs Asset Management (GSAM) hired Andrew Buddy Donohue, the former head of the U.S. Security and Exchange Commission's Division of Investment Management as its deputy general counsel.
October 9 -
Chris Martin and Caryn Cosentini joined the team as senior vice presidents and senior private bankers.
October 9 -
Mercer Hammond has added a trio of national segment leaders to service three major components of the US investments market.
October 9 -
Securities and Exchange Commission member Daniel Gallagher said Thursday the stable net asset value of shares in money funds is again under review.
October 5 -
BNY Mellon Wealth Management has added three senior portfolio managers and two senior directors for business development to its Southern California team.
October 3 -
Since it was formed last year, Citi Private Bank's North America Asian Clients Group has increased its client base by 10percent and its assets under management by over 40 percent.
October 3 -
Mary Martuscelli, a 33-year J.P. Morgan Chase veteran, will be responsible for growing and managing all aspects of the wealth management business in Washington, Oregon, California, Arizona, Nevada, Utah and Colorado.
October 2
