Manager Moves and Appointments

Lorraine Chong, director of research, Weston Financial

Weston Financial hires Lorraine Chong as director of research

Fri, 17/05/2013 - 16:10

Weston Financial has appointed Lorraine Chong as director of research. »

William McGilivray, director, Bedell Trust

Bedell Trust appoints experienced trust practitioner in London

Fri, 17/05/2013 - 06:13

Bedell Trust has appointed William McGilivray as a director in the firm’s London office. »

Deutsche Bank appoints Jerry W Miller as head of asset and wealth management Americas

Thu, 16/05/2013 - 16:09

Deutsche Bank has appointed Jerry W Miller as head of asset and wealth management Americas, effective immediately. »

US Capital Advisors expands municipal securities business

Wed, 15/05/2013 - 10:37

Jim Gilley, Lewis Wilks, Ben Rosenberg, Marian Willoughby and Julie Petersen have joined US Capital Advisors (USCA) to expand the firm’s municipal securities and public finance business. »

Anderson joins Angel Oak Capital Advisors as head of retail business development

Wed, 15/05/2013 - 10:28

Eric Anderson has joined Angel Oak Capital Advisors as managing director and head of retail business development. »

Greenleaf & Burleson Wealth Management hires Donnie C McCleskey as managing director

Tue, 14/05/2013 - 16:14

Greenleaf & Burleson Wealth Management (GBWM) has appointed Donnie C McCleskey as a managing director. »

IA Englander's MA&Ps division expands operations to Palm Beach County, Florida

Tue, 14/05/2013 - 14:08

Israel A Englander and Co’s Managed Accounts & Prime Services (MA&PS) division has expanded its footprint to Palm Beach County, Florida. »

AXA Investment Managers appoints director of institutional development and relations

Tue, 14/05/2013 - 12:05

AXA Investment Managers (AXA IM) has appointed Lawrence Remstedt as director of institutional development and relations. »

Stephen Blocki, chief operating officer, Schechter Wealth Strategies

Schechter Wealth Strategies appoints Stephen Blocki as COO

Mon, 13/05/2013 - 12:20

Schechter Wealth Strategies has appointed Stephen Blocki as chief operating officer and Robert Langer as managing director of the firm’s newly opened New York office. »

Prudential names Bruce Karpati chief compliance officer for its mutual fund business

Fri, 10/05/2013 - 14:08

Bruce Karpati has been named chief compliance officer for Prudential Investments, the mutual fund manufacturing and distribution business of Prudential Financial. »