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The New York-based company has hired a million dollar Wells Fargo team of advisors.
August 24 -
The Delaware company has tapped 25-year financial services veteran Carol Baldwin Moody to lead the direction and execution of all aspects of risk management, the firm said Monday.
August 24 -
As part of an ongoing spate of new hires over the past few months, Bank of America's U.S. Trust unit added eight wealth management executives to its team on Friday.
August 23 -
A Morgan Stanley spokesperson confirmed that Art Martin, his son, Wade Martin, and John Rizzo joined the brokerages Lawrenceville, N.J office.
August 23 -
When Adam Tosh, the former CIO for the Kentucky Retirement Systems, left the Blue Grass State on a Friday for his new executive role at Darien, Conn.-based Rogerscasey, the approximately 800-mile drive did little to sway him from getting right to work that Monday.
August 23 -
Ellyn McColgan former president and chief operating officer of the Global Wealth Management Group at Morgan Stanley has been recruited to serve on the board of directors at Primerica
August 20 -
After a two-year stint learning about client service as protégé to Tom James, Tim Killgoar will now direct customer initiatives for Raymond James.
August 19 -
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Christian Widen has been named senior vice president of RBC Advisor Services
August 19 -
The new municipal underwriting group at U.S. Bancorp Investments continues to expand its ranks, adding Leon Bijou as the group's in-house legal counsel last week and securing Bill Bingham to oversee fixed-rate trading this fall.
August 19 -
BNP Paribas said Tuesday it has named Edward Speal head of global equities and commodity derivatives Americas, Lionel Crassier head of equities Americas, and Dan Cozine head of Structured Finance Americas. In addition Chris Innes has joined as head of equity flow and financing sales for the Americas.
August 19 -
Bank of America Merrill Lynch global research hired Michelle Meyer on the developed markets economics research team as senior U.S. economist.
August 19 -
Money manager Stanley Druckenmiller, who at one point helped devalue the British pound, is shutting down his investment advisory firm Duquesne Capital Management, after 30 years.
August 18 -
After leading the regulator's division of investment management for four years, Andrew J. Donohue announced he will leave in
August 17 -
Financial institution ING Investment Management has hired professionals from Columbia Management and Invesco to focus on strengthening the firms relationships with institutional investment consultants.
August 17 -
Fiserv said it hired former JPMorgan Chase executive Sean Gallagher as president of its Investment Services division.
August 17 -
Jakob Stott has been hired from JPMorgan to head its European wealth management unit.
August 16 -
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RBC Wealth recruited Jason Braunstein from Morgan Stanley.
August 13 -
Perkins Investment Management has hired Ron Zia, an institutional investment consultant with nearly 20 years under his belt, to be a new client portfolio manager at the Janus Capital Group subsidiary.
August 12


