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The New York wealth manager hired Jennifer Mitchell, a former Barclays managing director.
May 9 -
Jeffrey Patterson and Rick Pucci have become registered representatives with the La Vista, Neb., based independent broker-dealer.
May 9 -
On may 8, 2012, Emerald Asset hired a new product development head.
May 8 -
Henry Berghoef is stepping down as co-manager of the Oakmark Select Fund (OAKLX) and will retire from Harris Associates L.P., the fund's advisor, effective July 31.
May 8 -
Denver-based Janus Capital Group Inc. has made two senior-level hires to beef up its client relations team.
May 8 -
Syntal formally opened on May 4, and includes Chad Clary and Dane Crunk, who had been employed in Merrill Lynchs Private Banking and Investment Group since 2006. Also joining Syntal with the team from Merrill Lynch are Barry Brauchi, Cressinda Hyatt, Clarissa Kuzmich and Raquel Padilla.
May 7 -
On May 7, 2012. Baird unveiled a small cap mutual fund.
May 7 -
On May 7, 2012, Denver-based Janus Capital Group Inc. made two senior-level hires to beef up its client relations team.
May 7 -
The new hire is part of Citi Private Banks commitment to serving the legal market in Chicago
May 7 -
Traveil Crowell, who has worked in the financial services industry for seven years, had worked at Chase Investment Services. Before that, he worked at Mills McCaghren & Associates and Ameriprise Financial.
May 7 -
On May 4, 2012, Pioneer Investments has named Howard Weiss as associate portfolio manager of Pioneer Multi-Asset Real Return Fund (PMARX).
May 4 -
May 7, 2012 story: Principal Funds has added three new regional directors to the firm's investment only team: Marcel Dawson, Gary Nakamura and Pamela Suing, focusing on growth within the registered investment advisor distribution channel.
May 4 -
St. Petersburg, Fla.-based Eagle Asset Management, Inc. announced that Kerry Anne Murphy has joined its institutional sales team.
May 4 -
Los Angeles-based TCW has hired Jerry Cudzil as Head of U.S. Credit Trading, a new role within the firm.
May 4 -
On May 3, 2012, TCW hired Jerry Cudzil as Head of U.S. Credit Trading, a new role within the firm.
May 3 -
On May 3, an AllianceBernstein retirement executive revealed that he is leaving the firm at the end of the month to pursue a career in teaching.
May 3 -
On May 3, 2012, Eagle Asset Management unveiled a new hire.
May 3 -
Associated Banc-Corp has named industry veteran William K. Curtis president and CEO of its retail investment advisory and services arm.
May 3 -
On May 2, 2012, Schroders made a trio of new hires for its fixed income unit.
May 2 -
On May 2, 2012, Boston Financial hired a former DST sales executive.
May 2
