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Hendel is set to start in New York in June as managing director and head of global prime brokerage.
March 7 -
Putnam Investments has created a new leadership structure for its fixed income investment operations. D. William Kohli, Michael V. Salm and Paul D. Scanlon, are now co-heads the firm's fixed income team of over 60 investment professionals, who manage nearly $60 billion in assets.
March 7 -
Whether they call it "aggressive recruiting" or poaching, financial services companies across the board are predicting the practice will intensify in the coming year, forcing many of them to sweeten their offers and actively seek out skilled professionals both within and outside the industry.
March 7 -
Janus Capital has hired George Maris as portfolio manager of the Janus Worldwide Fund, reporting to Janus co-CIO Jonathan Coleman. Maris comes to the firm from Northern Trust, where he ran both retail and institutional money.
March 7 -
According to a company memo obtained Friday, Lynch has decided to leave and pursue opportunities outside the firm.
March 7 -
Charles G. Turgeon has joined Eaton Vance as vice president, institutional business development. In this role, reporting to Scott P. Ruddick, managing director of institutional, Turgeon is responsible for developing relationships with institutional investors and consultants.
March 4 -
Gabriela Parcella was named CEO of Mellon Capital and Bart Grenier was named chairman and CEO of Boston Company Asset Management
March 4 -
Philip Hill has joined First Republic Private Wealth Management in San Francisco as a portfolio manager and managing director.
March 3 -
Credit Suisse has tapped Eric Miller, the former global credit research head at Barclays Capital, to lead the financial services companys fixed-income research globally
March 3 -
Industry veterans, Brent Norman and Erik Lawrence, formerly with UBS, will work with John Noble, a managing director of Paulson Wealth Advisors, in the expansion of Paulsons investment advisory firm throughout the Pacific Northwest.
March 2 -
Mahoney, who has worked for the San Mateo, Calif., based investment manager since 1993, is now responsible for overseeing and mentoring the firms internal sales staff, and will also seek ways to enhance sales techniques to make them more salient in the digital age.
March 2 -
The Kansas City, Mo., based institutional asset manager announced Wednesday it hired Michael Hedstrom as a senior vice president of marketing.
March 2 -
Sam Pyle and Shauywn Smith joined Morgan Stanley Smith Barney from Merrill Lynch.
March 1 -
Fieldpoint Private Bank & Trust hired Paul C. Guidone to be its chief investment officer.
March 1 -
Kevin Batterton will run business development and portfolio management
March 1 -
Scott B. David was previously president of Fidelity Institutional Retirement Services.
March 1 -
K. Kenneth Bogosian and teammates David Bogosian and Sean Drewniak joined Wells Fargo Advisors from Morgan Stanley Smith Barney in Providence, R.I. The team had $133 million in client assets and $872,000 in production.
March 1 -
UBS Wealth Management hired Alexander S. Friedman as chief investment officer, while also filling out his team with former White House staff staffer Mona Sutphen and alternative investment manager Mark Haefele.
February 28 -
Pahnke and his team, the Pahnke Wealth Management Group, join from Robert W. Baird.
February 28 -
T. Rowe Price has named Scott B. David director of third party distribution, charged with overseeing distribution, sales and marketing and expanding and deepening the company’s relationships with financial intermediaries in the U.S.
February 28




