01/04/2012

Conning appoints head of investment products

Mr. Haylon joins Conning from General Re New England Asset Management where he was Head of Investment Product Management responsible for creating new and unique investment products to expand client access to a broad array of investment vehicles.

01/04/2012

US wealth firm makes three key additions to its senior team

Mr. Carley, Mr. Censullo, and Mr. Klein joined Lexington Wealth from Wells Fargo. They were also part of the original team at Tanager Financial Services, and each have served in the wealth management, and financial services industries for more than two de

01/03/2012

Aliant to offer high-end banking

In its effort to expand its Montgomery market share, Ali­ant Bank now is offering pro­fessional and executive bank­ing -- a higher-touch banking experience for higher-end cus­tomers.

12/20/2011

US private bank expands Boston team

Prior to joining First Republic, Peterson worked for Wells Fargo Bank, most recently as Vice President and Branch Manager in Boston. He earned a Bachelor of Arts degree from Colorado College.

12/20/2011

JPMorgan Names new North America leveraged-Finance head

Ray Doody will remain head of leveraged finance for Europe, the Middle East and Africa, including high-yield bonds leveraged loans and restructuring, and Melissa Smith will move to London from New York to run EMEA investment-grade finance, according to th

12/19/2011

Private Bank of California taps VP client services manager

Jesse joins the Bank's Century City headquarters with over 19 years of operational experience. In this new position, Jesse will focus on Cash Management, Product Upgrades and Operations as a whole at the Bank and will report directly to Marlon Osorto

12/16/2011

Morgan Stanley to axe 1,600 jobs

Morgan Stanley will cut 1,600 jobs early next year as the bank grapples with an increasingly tough backdrop for Wall Street.