KPMG taps head of banking and finance practice

In his new role, Stephens will be responsible for the strategic direction and growth of the Banking and Finance practice, which serves commercial banks, regional and community banks, investment banks and securities firms, and diversified financial compani


Loomis Sayles appoints equities veteran

Jeff, who joins Loomis from Palisade Capital Management, replaces Dan Thelen, who resigned his position at the end of 2011 after an extended leave of absence. At that time, the company initiated a nation-wide search for a new team member.


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.


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.


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


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


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.


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.