- June 2, 2008 - US's SunTrust Bank Appoints Relationship Manager
John Strickland has joined the private wealth management division of
SunTrust Bank in
Charleston as vice president and client relationship manager.
He has more than 10 years of experience in lending and investment and previously was regional private banking manager and wealth management adviser for BB&T Corp. in
Winston-Salem,
North Carolina.
- May 30, 2008 - US Wealth Management Firm Hires Client Managers
US Trust, Bank of America Private Wealth Management has appointed Paul Weaver as private client advisor and Steve Hall as portfolio manager in
Albuquerque,
New Mexico, according to Financial Channel.
Mr Weaver will report to Craig Wall, US Trust Market Executive for the
New Mexico and
West Texas region and Mr Hall will report to US Trust Senior Portfolio Manager Charles Grosvenor.
Mr Weaver previously worked as &n.
- May 20, 2008 - US Wealth Manager Appoints Ex-Eaton Vance CEO to Board
Central Park Group, a US investment firm, has announced that James Hawkes, the former chairman and chief executive of US investment firm Eaton Vance, has joined its board.
Central Park Group, an independent investment advisory firm, delivers private client and smaller institutional investors access to top hedge fund, private equ. .
- May 19, 2008 - US Bank Signature Appoints Senior Manager for NY Private Client Office
Signature Bank, a New York-based commercial bank, has appointed Rick Stein as group director and senior vice president, working at the firm’s private client office at 261 Madison Avenue in Manhattan.
Most recently, Mr Stein was senior managing director in the private banking area at North Fork Bank, previously known as Capital One Bank, in
New York, where he worked for eight years.
Previously, Mr Stein served in various roles at HSBC.
- May 15, 2008 - Chief Executive of Californian Private Bank Retires
Private Bank of California said that Charles Kenny, chief executive officer, has retired. He will be succeeded by Steven Broidy, who will become interim chief executive, in addition to his role as board chairman, the bank said.
The bank said it had set up a search committee to find a new chief executive.
- May 13, 2008 - US Wealth Manager Appoints Senior Client Advisor
Stone & Youngberg, a US financial services firm, has recruited Todd Niedermeyer to its private client group as a senior vice president.
In his new role, he will develop investment strategies for wealthy individuals and families.
Mr Niedermeyer was previously a senior vice president at Wells Fargo in the firm’s investments’ wealth management group, where he has been for the past ten years.
- May 7, 2008 - First Republic Appoints Senior Relationship Manager
California-based First Republic Bank, a private banking, private business banking and wealth management services provider, said it has appointed Timothy Corrigan as a senior relationship manager.
Mr Corrigan will work with high net worth individuals and families, providing private banking, private business banking, investment management and trust services, and real estate lending at the bank's Rockefeller Center office in New York.
Prior to joining First Republic, Mr Corrigan worked for Wacho.
- May 1, 2008 - US Investment Firm Names Private Client Head
Thomas Weisel Partners, a US investment firm based in San Francisco, has appointed Paul Slivon, former head of Institutional Sales, as head of its private client department, according to RTT News.
The department oversees about $9 billion of assets.
Mr Slivon will work on expanding asset management business and will remain a member of the company’s executive committee.
- May 1, 2008 - Merrill Taps Ex-Goldman Executive To Revamp Strategy
US investment firm Merrill Lynch is in talks with former Goldman Sachs senior executive Peter Kraus about a job overseeing strategy at Merrill, Bloomberg said, citing unnamed sources.
Mr Kraus, who left Goldman in March after almost 22 years at the company, was most recently co-head of its asset management division. He did not respond to a request for co.
- April 30, 2008 - Head Hunter Boyden Elects Asia, Emerging Market Board Members
Boyden, the US executive search firm, has elected new members to its board of directors including senior positions for Asia and emerging markets.
William Farrell, managing director of Boyden Taiwan, has been elected as Boyden's new Asia/Pacific regional managing director.
Also elected to a first board term was Julia Nikitina, managing partner of Boyden Russia, Boyden said in a statement after its annual general meeting.
