First Republic Bank taps industry veteran for top role

First Republic Private Wealth Management provides customized wealth management solutions, including trust, investment management and brokerage services, to high net worth individuals and families, foundations, and endowments. First Republic Private Wealth


Morrison Cohen announces new lateral partner

Mr. Levine will join the Firm's Corporate Department. He comes to Morrison Cohen with over 25 years of experience representing commercial banks, private equity funds, strategic investors and corporations in a wide range of transactions including secu


PAAMCO appoints head of portfolio management

In his new role, Mr. Weinberger will initially work alongside PAAMCO co-founder Bill Knight who heads the firm's manager research, sourcing and due diligence efforts to identify, evaluate, and include optimal managers in the PAAMCO portfolios. Weinbe


Jennison Associates names new CEO

The company also announced that Ken Moore, currently chief administrative officer, has been named chief operating officer. Leslie Rolison, currently chief talent officer, assumes the chief administrative officer title. All changes are effective immediatel


Morgan Stanley nabs 11 advisors from competing firms

In New York, Jason Haberman, Robert Brevetti and William Collins joined the firm’s midtown Manhattan complex this month from UBS, where they each spent seven years. Together, they previously had $3.4 million in annual fees and commissions. Their ass


PwC names New US personal financial services leader

Ms. Saks has 20 years of experience providing comprehensive planning services, including compensation, investment, business succession, charitable giving, and retirement planning strategies, to business owners, corporate executives and wealthy families bo


AAM taps chief strategy officer

The appointment comes as AAM increases its focus on the efficient execution of its business strategy. Mr. Daniel will play a key role in ensuring that AAM customers receive maximum benefit from the expanding product lines and services that the firm provid


Alex M. Sandhaus joins Optima Fund Management

will be responsible for expanding the firm's global institutional and private wealth relationships across all distribution channels and will report directly to the CEO