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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.
July 28 -
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.
July 28 -
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.
July 27 -
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.
July 27 -
A widespread expansion effort is underway at U.S Trust to boost its ultra high net worth business.
July 27 -
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.
July 27 -
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.
July 27 -
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.
July 26 -
U.S Trust hired nine senior wealth management experts to their California, Arizona and Washington operations as part of their wealth management expansion efforts.
July 26 -
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Nagengast replaces Steve McWhorter, who retired earlier this month.
July 26 -
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.
July 23 -
Hedge fund firm Tiger Management LLC has tapped the expertise of a former Goldman Sachs executive to help run its operations.
July 23 -
PIMCO has hired seven-year Goldman Sachs Asset Management (GSAM) veteran Maria (Masha) Gordon to help lead its emerging markets strategy team in London.
July 23 -
New leadership at the FPA, executive changes at U.S. Trust, plus more moves for the week.
July 22 -
The brokerage company recruited Laurence Braunstein who will serve as a financial advisor and senior vice president in New York.
July 22 -
RBC Wealth Management recruited Kevin Williams to serve as a senior vice president and branch director of its Richmond office.
July 21 -
George Friedlander has rejoined Citigroup as head of municipal strategy.
July 21 -
As it continues to recover from TARP-related charges and securities losses, Bank of New York Mellon Corp. reported Tuesday that its quarterly results nearly quadrupled from a year earlier.
July 21 -
The board of directors of LL Global, the parent of trade groups LIMRA and LOMA, announced that President and CEO Robert Kerzner would retain that position for another five years.
July 20



