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
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.
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 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.
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
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 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.
He is without a doubt the epitome of the first class advisor who has his clients first in his thoughts,” said Washington Wealth’s San Diego Branch Manager Mike Ferrante. “These are the types of planners that we are looking to hire.&rdquo
He replaces Jeff Bosland, who has moved on to lead sales and marketing for fixed income and equities in the Americas, according to Justin Perras, a spokesman for JPMorgan. Perras confirmed the memo.
SNW, the largest independent financial services firm based in the Northwest, serves the complex financial needs of leading private and public entities
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.
Shafir will focus on his other role, overseeing technology, media and telecommunications investment-banking, according to the memo.