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Wells Fargo has promoted Dean Junkans to the role of chief investment officer of Wells Fargo Advisors and Wells Fargo Private Bank.
March 1 -
StanCorp Equities has appointed Jennifer Giampaolo as a pension consultant for its Orange County Retirement Plans Office, responsible for retirement plan sales in Orange, San Diego, San Bernardino and Riverside counties. She will also serve Arizona and New Mexico.
March 1 -
The onslaught of retirement business over the next 20 years has been the big story-but beyond that, demographics paint an uncertain picture.
March 1 -
Barclays Wealth has hired eight financial advisors in the latest bid of its Americas expansion strategy. In Los Angeles, Barclays has hired Lisa Amster from Goldman Sachs, Audra Lalley from Morgan Stanley Private Wealth Management, Mark T. Lindee from Wells Fargo, and Kevin Monaco and David Garfin from Credit Suisse Private Banking. In Chicago, three-member team Stuart Buck, William Scherr and David Yaccino join from Goldman Sachs.
March 1 -
The managing director, global head of manager due diligence, private bank, at J.P. Morgan discusses her 17 years in the securities business.
March 1 -
Mutual of Omaha has named Seth Friedman to serve as 401(k) national sales director. He takes over for Michael Ziccardi, who left the firm in December to join Rekon Intrelligence, which works with advisors to help them build out their businesses.
February 29 -
The group chose Securities America because we want to expand our business [and] we feel this is a better opportunity and fit than any other firm we researched and reviewed, according to Tom Gahler.
February 29 -
Alternative mutual fund shop Direxion has hired Greg Blue to serve as senior regional sales director, focusing on the Florida market.
February 28 -
Joshua Levine, a former head of the Americas institutional sales team at The Permal Group, has joined BlackRock to lead the firms public and corporate pension plan effort in the East Coast.
February 28 -
Peter H. Sargent explains why he chose Janney. A 20-year veteran and top producer at Merrill, Sargent boasts $250 million in client assets.
February 27 -
Wells Fargo picked up two new financial advisors this week with the hiring of Jennifer Suleman from Morgan Stanley Smith Barney and Randal Keeth from Raymond James & Associates.
February 24 -
Dennis Sugino, president and co-founder Marina Del Rey, Calif.-based Cliffwater LLC, is retiring, as part of changes in the ownership structure of the alternative investment consulting firm.
February 24 -
Aneser Named Chief Marketer at Lincoln; PIMCO Announces New Managing Directors; Pyramis Hires Jones as New CEO; SGSS Appoints Werthmann Sr. Relationship Manager
February 24 -
Harris myCFO has hired Leslie Grant as vice president, a role in which shell be responsible for capital advisory services and custom banking solutions for clients.
February 24 -
RBC Wealth Management continues to bulk up its Paramus, N.J., force with the hiring of financial advisor John Ebanietti from Oppenheimer & Co.
February 24 -
Deborah Fuhr is launching her own firm devoted to research and consulting in the exchange trade market, called ETF Global Insight.
February 23 -
BlackRocks former global head of exchange traded fund research, Deborah Fuhr, is back.
February 23 -
After one year at the company, Scott Carmack has been promoted to work alongside founder John Lekas to develop investment operations.
February 23 -
Bond behemoth PIMCO is making a push into the equities space with the hire of Geoffrey Johnson as an executive vice president and global equity portfolio manager. He will begin with the firm in April and will be based in the Newport Beach office.
February 22 -
BNY Mellon Wealth Management has hired financial services veterans Kristopher Carney and Angela Smith Domzal to join its Tri-State wealth management team.
February 22
