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• September 2, 2010 - Silver Bridge Expands Advisory Service
  

  Boston’s Silver Bridge has hired Mark Mathers who most recently led the financial planning practice at the Bostonian Group and is currently President of Bostonian Wealth. Mathers and his team will join forces with the Silver Bridge client team led by Todd Mills, a former Fidelity veteran. They will provide wealth solutions to corporate executives, professionals and families, nationally.

• September 2, 2010 - Florida-Based Bank Adds Private Banker
  

  TIB Bank has added to its Fort Myers, Florida office with the hire of Chad Tillery as a private banker. In this capacity Tillery will be responsible for promoting the bank’s wealth management products to the Lee County, Florida community, and will serve as a single point of contact for clients with an interest in investments and trusts.   Tillery’s prior career includes five years as a senior financial planner at BKD Wealth Advisors.

• September 2, 2010 - Fogel Neale Signs Three
  

  New York boutique Fogel Neale Partners has recruited three financial pros. The wealth manager says it attracted the trio by offering partnership status and equity-share potential for what it calls proven producers. Henry Gotlob comes on board as head of sales and recruiting.

• September 2, 2010 - BNY Completes Purchase Of Canadian Wealth Manager
  

  BNY Mellon has completed its acquisition of Toronto-based wealth manager I(3) Advisors. The purchase marks BNY’s entry into the Canadian wealth market. The acquisition is another step in the international expansion of BNY’s wealth management business, the firm said.

• September 2, 2010 - Family Office Exchange Hires COO For Digital Initiative
  

  Family Office Exchange has hired a chief operating officer to oversee daily operations and guide deployment of advanced digital systems that deliver FOX’s knowledge to members in new ways, as FOX continues its development on a number of fronts. Thomas Reilly joins Fox from Omnium where he was director of training and development. Omnium is a division of Citadel Investment Group that provides outsourced back office technology services to hedge funds.

• September 2, 2010 - Foundation Source Bolsters Philanthropic Advisor Team
  

  Foundation Source, provider of support services for private foundations, has announced that two of its senior executives have joined the leadership team of Foundation Source Philanthropic Advisors. . .

• September 1, 2010 - Bank of Hawaii Reopens Private Client Services Branch
  

  Bank of Hawaii is reopening the private client services function at its Waialae-Kahala branch. The office, which has been closed since 2009 for renovations, reopens in 1 September and will be located at the second floor of the Kahala Mall Office Tower. It will be manned by nine wealth advisors and administrators, specializing in financial planning, wealth management, and investment solutions.

• September 1, 2010 - SVB Financial Reshuffles Executive Ranks, New President Named
  

  SVB Financial Group has appointed Greg Becker as president of the company. Becker is the president of Silicon Valley Bank, the firm's subsidiary, and has been so since 2008. He will retain his current role, in addition to his new capacity.

• September 1, 2010 - Atrato Advisors Adds Two To Growing Team
  

  The hedge fund consultancy firm Atrato Advisors has hired two new research professionals to support its growing client base. Joining the company are Michael Boensch, from Gleacher Fund Advisors, and Danny Santos, from Private C. .

• September 1, 2010 - Hedge Funds Favour US Debt Over Stocks – Survey
  

  Hedge funds are shying away from the S&P 500 index of US stocks, according to the Survey of Hedge Fund Managers by BarclayHedge, which shows only 17 per cent of hedge fund managers polled as bullish on the index, whilst 36 per cent are bullish on US debt. The survey showed that 47 per cent of managers surveyed were bearish on stocks, up from 33 per cent in July. “Bearish sentiment skipped sharply higher, and bullish sentiment plunged,” said Sol Waksman, chief executive officer of BarclayHedge.




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