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Tim Sheridan makes the move to serve as a complex manager.

Dr. W. Van Harlow has been named director for Investment Retirement Solutions at Putnam Investments where he will focus on the development of asset allocation tools and planning methodologies used by financial advisors, consultants and plan sponsors in the retirement and institutional markets, the firm announced today.

Rockefeller Financial, a wealth and investment management services firm, has named Reuben Jeffery III as its new CEO, this according to an announcement yesterday.

Over the past three months, BNY Mellon Asset Management has lost two executives to outside opportunities. The most recent departure is its Co-Interim Head Jon Little.

Evercore Partners announced today that it has begun to roll out a new equities research group that will focus on telecommunications, media and technology and financial industries.

Bank of America Corp. announced Tuesday it hired Lisa Shalett as chief investment officer of Merrill Lynch Global Wealth Management and head of investment management and guidance.

The U.S Trust wealth management division of Bank of America Corp. continues pursuing its expansion plans nationally by adding six executives to its Northeast region.

A widespread expansion effort is underway at U.S Trust to boost its ultra high net worth business.

In the newly created position, Fay, previously head of value equities, will be responsible for overseeing the functions of the growth and value investment services teams.

Evercore Partners announced today that it has begun to roll out a new equities research group that will focus on telecommunications, media and technology and financial industries.

In a deal that will combine a base of more than 9,000 financial institutions and 2,500 corporate users of messaging technology, SWIFT plans to acquire Ambit Messaging Hub Assets from SunGard.

U.S Trust hired nine senior wealth management experts to their California, Arizona and Washington operations as part of their wealth management expansion efforts.

LIMRA, LOMA Retain Kerzner as Chief Executive

Nagengast replaces Steve McWhorter, who retired earlier this month.

PIMCO has hired seven-year Goldman Sachs Asset Management (GSAM) veteran Maria (Masha) Gordon to help lead its emerging markets strategy team in its London location.

Hedge fund firm Tiger Management LLC has tapped the expertise of a former Goldman Sachs executive to help run its operations.

PIMCO has hired seven-year Goldman Sachs Asset Management (GSAM) veteran Maria (Masha) Gordon to help lead its emerging markets strategy team in London.

New leadership at the FPA, executive changes at U.S. Trust, plus more moves for the week.

The brokerage company recruited Laurence Braunstein who will serve as a financial advisor and senior vice president in New York.

RBC Wealth Management recruited Kevin Williams to serve as a senior vice president and branch director of its Richmond office.