Displaying 221 results
US SIF names new leader at a precarious time for ESG
Maria Lettini will take the helm of the influential group as sustainable investing has become a political rallying cry for some state leaders.
David Reich, a familiar face in the retirement service world, dies at 50
Reich led several massive acquisitions at Hub International.
What keeps these executives up at night?
Real talk about real industry concerns.
Morgan Stanley team managing $600 million in assets joins Wells Fargo
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas and Stacey Robinson joined the firm Monday.
Morgan Stanley adviser who managed $240M in assets jumps to Merrill Lynch
Brad Weinman joins office in West Palm Beach, Fla., where he'll serve high-net-worth clients.
Pershing names Hardwick COO as Dolly steps into CEO role
Lori Hardwick is joining from Envestnet and will start at the end of the month.
Aberdeen’s head of the Americas resigns
Exec leaving for 'family reasons' but will continue to advise the money manager.
‘Wolf of Wall Street’s’ Belfort sees pay top $100M
Jordan Belfort, whose memoir “The Wolf of Wall Street” was turned into a film by Martin Scorsese, expects to earn more than he made as stockbroker this year, allowing him to repay the victims of his financial fraud, allowing him to repay the victims of his financial fraud.
The 200 top behind-the-scenes players in New York
What does it mean to be connected? A new list scientifically ranks the people who have the networks and the ability to get things done.
Wintrob to join Oaktree Capital as CEO
Former AIG Life and Retirement executive to oversee nonfinancial operations at alternative investment shop.
People
Stifel Financial Corp. of St. Louis has hired William J. Drake, 55, as senior vice president of investments…
Fairholme Fund is back in business
Six months after closing of $8 billion Fairholme Fund, Bruce Berkowitz will re-open to new investors next week.
People
Cahill Financial Advisors Inc. of Edina, Minn., has hired Michelle Beckenbaugh, 25, as associate financial planner. Her…
People
Convergent Wealth Advisors of New York has hired Nicole M. Cost, 37, as a managing director. She…
People
The Bank of New York Mellon Corp. has hired William Johnston, 55, as head of private-banking solutions for…
People
Traust Sollus Wealth Management of New York has hired Gilbert A. Zimmerman Jr., 66, as a managing director.
People
Abacus Planning Group Inc. of Columbia, S.C., has hired Aaron Graham, 29, as a paraplanner, responsible for assisting…
People on the move
Summit Brokerage Services Inc. of Boca Raton, Fla., has hired Rob Crowe, 38, as executive vice president and…
People on the move
Roof Advisory Group Inc. of Harrisburg, Pa., has promoted Kevin S. Roof, 55, to chief operating officer.
People on the move
H. Beck Inc. of Bethesda, Md., has hired Scott C. Thorson, 54, as executive vice president and chief…
