The Chartered Alternative Investment Analyst (CAIA) Association, sponsor of the CAIA designation, the benchmark for alternative investment education worldwide, today announced the appointment of Robert De Rito, Head of Financial Risk Management at APG Ass
HighTower Advisors LLC, a wealth manager expanding nationwide by poaching teams of big-firm brokers, on Thursday said it hired Margaret Towle, a Greycourt & Co adviser overseeing $1 billion in client assets.
The Brooks team joined Raymond James from Merrill Lynch, where together they managed $114 million in client assets and had production in excess of $600,000.
In this role, Mr. Kern will oversee investment management, sales and client service, as well as the development and implementation of investment strategies that allow advisors and institutions to focus on relationship building and business development.
Wells Fargo & Co. (WFC), taking advantage of a decision by Citadel LLC’s billionaire founder Ken Griffin to disband his securities business, hired former investment- banking co-chief Brian Maier and about two dozen others.