Archive Results for

Searched for

• August 24, 2010 - MSSB Hire Trio From UBS WM Americas
  

  Morgan Stanley Smith Barney has recently hired a team from UBS Wealth Management Americas, On Wall Street reports. According to the publication, a firm’s spokesperson confirmed that John Rizzo, Art Martin and his son Wade Martin joined the company’s office in Lawrenceville, New Jersey. The team will report to branch manager Bob Beylickjian, who reportedly managed $350 million in client assets.

• August 24, 2010 - GMP Capital Announces Succession Plan
  

  The independent investment dealer GMP Capital has appointed chief executive officer Kevin Sullivan as deputy chairman of the firm and replaced him with Harris Fricker, who is currently serving as president. The Canadian company, which is headquartered in Toronto, stated that Sullivan will spend his full-time efforts on client-focused initiatives, working on key strategic projects, mentoring GMP’s professionals and increasing brand awareness. Last year, GMP Capital and Richardson Financial Group combined their respective wealth management businesses, calling the new entity Richardson GMP.

• August 24, 2010 - RBC Launches New Emerging Markets Bond Fund
  

  RBC Global Asset Management, part of Royal Bank of Canada, has launched its RBC Emerging Markets Bond Fund, a vehicle which the firm says is only available to individual investors in Canada. The fund is suitable for investors that seek a combination of income and capital growth potential while looking to diversify the fixed income segments of their portfolios through exposure to emerging market debt securities, RBC Global Asset Management said in a statement. "Currently representing about 35 per cent of global output, emerging markets have been the .

• August 24, 2010 - First Republic Adds Managing Director
  

  Theresa Allen has joined First Republic Private Wealth Management in its Newport Beach, California office as an investment consultant and managing director. Prior to First Republic, Allen worked for UnionBanc Investment Services for 10 years, most recently as vice president and senior financial advisor. At First Republic she will work with individuals, families, businesses, foundations and non-profit organizations.

• August 24, 2010 - Wilmington Hires Chief Risk Officer
  

  Wilmington Trust has hired Carol Baldwin Moody as senior vice president and chief risk officer to head a newly-centralized Enterprise Risk Management Division. Baldwin Moody is responsible for leading the direction and execution of all aspects of risk management including credit, legal, compliance, fiduciary, financial, operational, reputational, strategic, technology, fraud, human resources and business-continuity risk. Baldwin Moody joins Wilmington Trust from Nationwide Insurance, where she was senior vice president and chief compliance officer.

• August 24, 2010 - Citi Opens Boca Raton Office With Merrill Hires
  

  Citi Private Bank has opened an office in Boca Raton, Florida and has hired two from Merrill Lynch Wealth Management to staff it. William Goettert and John Entenberg join as managing directors and private bankers from Merrill’s Weston, Florida office. They report to Mark Maller, head of Citi Private Bank in Florida.

• August 23, 2010 - New Raymond James Director To Focus On Client Experience
  

  Raymond James Financial is aiming to improve communication between clients and the firm's St Petersburg headquarters with the recent appointment of Tim Killgoar as director of client experience. Killgoar has been with the company for two years, working on a variety of projects and assisting the firm's chairman, . .

• August 23, 2010 - Pacific West Takes Over Los Padres Bank
  

  Pacific Western Bank, a subsidiary of PacWest Bancorp, has acquired Solvang-based Los Padres Bank from the Federal Deposit Insurance Corporation. Under the terms of the deal, Pacific Western will enter into a loss shar. .

• August 23, 2010 - US Trust Expands Wealth Management Business With Series Of Hires
  

  US Trust has made a series of hires for its wealth management business. The most recent was the naming of Brett Rufkahr as marketing executive for its St Louis branch in Missouri. The appointment is part of an ongoing initiative to boost services for high and ultra high net worth clients across the US.

• August 23, 2010 - Borel Private Bank Names VP
  

  Borel Private Bank & Trust has appointed Lorene Najac as vice president and director of deposit management. Najac most recently served as vice president and market support consultant at Wells Fargo. In her new role she will be based at the California bank's headquarters in San Mateo.




Previous
Next
80 - 90 of 8762 results
... 4   5   6   7   8   9   10   11   12   13   14   ...