by
Christopher Robbins
Andrew Fay will take over as head of Fidelity's family office business on July 1.
by
Karen DeMasters
Five new executives have been hired to help spearhead Nuveen’s defined contribution investment efforts.
by
Christopher Robbins
In a move to expand its ESG capabilities, Putnam has hired Katherine Collins as head of sustainable investing.
by FA Staff
The advisor and an analyst have joined Modera in Westwood, N.J.
by FA Staff
Douglas Cohen will head the New York Office for Athena.
by
Karen DeMasters
RBS said its recruitment of the all-female team is part of its diversity efforts.
by FA Staff
Michael Samford will fill the new position to advance technology at the firm.
by FA Staff
Maliz Beams will head the audit committee for Cetera Financial Group’s parent company.
by FA Staff
Swallow will serve as senior director for consultant relations.
by FA Staff
iCapital has tabbed Thomas Fortin as chief operating officer and managing partner.
by FA Staff
David Fred is appointed S2K senior vice president of due diligence.
by
Karen DeMasters
The appointment is part of UBS’s expanding presence in the sustainable investing arena.
by FA Staff
The rebranding was done to reflect a global presence, Macquarie says.
by FA Staff
The advisors have a total of $463 million in client assets.
by FA Staff
Pick Fought Wealth Advisors, formed by former Merrill Lynch advisors, will operate a Raymond James office in Williamsport, Pa.
by FA Staff
St. Louis-based firm adds Arizona and Louisiana offices and three new advisors.
by FA Staff
The Strategic Wealth Management Group in Mansfield, Ohio, was created by five advisors with $250 million in assets.,
by FA Staff
Adam Tope joins Hogan Lovells as partner for private equity and hedge funds.
by FA Staff
Patricia Bennett is moving from Merrill Lynch to Raymond James.
by FA Staff
Janney Montgomery Scott advisors and former Merrill Lynch advisors create new Janney Montgomery Scott firm.
