03/19/2012

Credit Suisse sees staff expansion at Greenwich office

Located at 3 Pickwick Plaza, the office weathered the recession after arriving in Greenwich five years ago, and expects to add 6 to 10 relationship managers to its current number of 14 in the next 12 months.

03/19/2012

Janney hires veteran advisers from Morgan Stanley

Janney Montgomery Scott has landed two veteran broker teams from Morgan Stanley Smith Barney that together managed more than $380 million in client assets, bolstering the firm's adviser presence in the South.

03/16/2012

Wintrust boosts wealth services team

Bringing extensive investment management and private banking experience to Wintrust, Kiley will be charged with developing new business opportunities from the Chicago Loop office of Wintrust Wealth Services. Prior to joining Wintrust, he was President of

03/15/2012

Goldman's defined contribution head departs

His responsibilities have been taken over by Jim McNamara, head of third party distribution, and Craig Russell, head of the institutional business at Goldman Sachs Asset Management

03/14/2012

Washington Wealth lands Morgan Stanley broker

Washington Wealth Management LLC, a start-up firm that has grown by hiring away advisers from top U.S. brokerages, has added its latest recruit from Morgan Stanley Smith Barney.

03/13/2012

Spider Asset Management snares CEO

In addition to the University of Richmond, Spider has garnered another 22 “partners” with combined assets of more than $1.1 billion, Mr. Pulavarti noted.

03/12/2012

Columbia Management distribution executive leaving

Beth Brown, head of intermediary distribution at Columbia Management, which had $326 billion in assets under management at the end of 2011, will leave at the end of March, a company spokesman said.