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People & Firms   

  • ConvergEx Adds To Plan Sponsor Sales
    07/30/2010

    The company has also appointed Jeff Pettiford its senior v.p. in plan sponsor sales.

  • ConvergEx Names Jaywalk Awards Recipients
    07/30/2010

    BNY ConvergEx Group announced the results of its Jaywalk Independent Research Provider Performance Awards for the second quarter of 2010.

  • Jefferies Hires Oil & Gas Analysts
    07/30/2010

    Jefferies has hired Ian Reid and Brendan Warn to cover oil and gas companies for the firm's London desk.

  • RBC Dexia Hires In Securities Lending
    07/30/2010

    RBC Dexia Investor Services has hired William Foley as its director of securities lending sales.

  • Schiff Hardin Adds Securities, Futures Counsel
    07/30/2010

    Schiff Hardin has appointed Carlos Morales as counsel in its Securities and Futures Regulation group.

  • NorthPoint Trading Adds To Sales
    07/23/2010

    NorthPoint Trading Partners has added Sean Westley to its firm as senior v.p. of sales.

  • STANY Appoints Knight Exec President
    07/23/2010

    The Security Traders Association of New York has named Stephen Kay, managing director at Knight Capital Group, its 2010-2011 president, effective Aug. 1.

  • Knight’s Fixed Income President Resigns
    07/23/2010

    Gary Katcher, executive v.p. and head of global institutional fixed income at Knight Capital Group.

  • Stone House Snags CFA Institute Leader
    07/23/2010

    Stone House Consulting has hired Philip Lawton as a partner.

  • SEC Names Deputy Director In Corporate Finance
    07/23/2010

    The Securities and Exchange Commission has brought on Paula Dubberly as the new deputy director for policy and capital markets in the division of corporation finance.

  • UBS Nabs Goldman FA Team
    07/23/2010

    UBS recently hired a financial adviser team from The Ayco Company, a unit of Goldman Sachs.

  • LSE Chief Tech Officer Resigns
    07/23/2010

    Robin Paine has resigned as chief technology officer of the London Stock Exchange.

  • Jefferies Hires Head Of Ratings
    07/23/2010

    Jefferies has hired Paul Sandoli as head of the Ratings Advisory Group.

  • U.S. Trust Adds Head Of Trading
    07/23/2010

    U.S. Trust has appointed Rowland Bankes as its head of trading.

  • MSSB Appoints Wealth Management Officer
    07/23/2010

    Morgan Stanley Smith Barney has appointed James Tracy as coo of distribution and development, wealth management in the U.S.

  • Bar Cap Brings On Economists
    07/23/2010

    Barclays Capital has hired two new economists to be based in the U.S. and London.

  • SEC Appoints Associate General Counsel
    07/23/2010

    The Securities and Exchange Commission has appointed David Blass as its associate general counsel for legal policy in the Office of the General Counsel.

  • Alpari Names North America Sales Chief
    07/16/2010

    Alpari has appointed Jermaine Harmon as its head of institutional sales in North America. Previously, Harmon was v.p. of sales at State Street. Harmon is expected to focus on establishing and managing the U.S. team

  • JPMorgan Snags Deutsche Bank Brokers
    07/16/2010

    JPMorgan Securities has hired a team of Deutsche Bank Alex. Brown brokers.

  • Knight Hires Business Development Head
    07/16/2010

    Knight Capital Group has appointed Richard Herr as its new managing director of business development.

  • Macquarie Securities Adds Six Traders
    07/16/2010

    Macquarie Securities Group, the institutional equities arm of Macquarie Group, hired six senior equities sales traders on its New York, San Francisco and London desk.

  • SEC Loses Two
    07/16/2010

    The Securities and Exchange Commission announced last week that two high-level staffers vacated their positions this week, one a long-time staffer and the other a more recent appointee.

  • SGSS Adds Luxembourg Country Manager
    07/16/2010

    Société Générale Securities Services has appointed Olivier Renault as the country manager for SGSS in Luxembourg.

  • TAIFEX Appoints Chairman
    07/16/2010

    The Taiwan Futures Exchange has appointed Tony Fan as its new chairman.

  • Aite Hires Wealth Management Analyst
    07/09/2010

    Aite Group has added Sophie Schmitt as a senior analyst for its expanding Wealth Management team.

  • BofA Merrill Names Chief Risk Officer
    07/09/2010

    Bank of America Merrill Lynch has tapped David Oman as chief risk officer for Europe, the Middle East and Africa.

  • Chapdelaine Adds Head of High Yield, Distressed Debt
    07/09/2010

    Chapdelaine Credit Partners, a division of Chapdelaine & Co., has hired Elie Radinsky as the head of high-yield and distressed debt analyst team.

  • Giesea To Step Down From STA
    07/09/2010

    John Giesea, president and ceo of the Security Traders Association, has announced his plans to retire from the organization, ending a decade-long run that began in late 2001.

  • Houlihan Lokey Hires CFO
    07/09/2010

    Houlihan Lokey, an independent investment bank, hired Eileen Kamerick as its new cfo.

  • Jefferies Expands I-Banking In Latin America
    07/09/2010

    Jefferies is expanding its investment banking group presence in Latin America with the addition of Rodolfo Molina.

  • Penson Names Counsel In Canada
    07/09/2010

    Penson Financial Services Canada, the Canadian securities clearing unit of Penson Worldwide, has named Charles Piroli v.p. and associate general counsel.

  • Analyst Vet Joins Aite
    07/02/2010

    The Aite Group has hired research veteran Christine Pratt to head the firm's research on lending and credit risk.

  • Citi Appoints Network Management Head
    07/02/2010

    Citigroup has appointed Gregg Sisco as the network management head for the Americas and global market information head for the Securities and Fund Services (SFS) business within Global Transaction Services. Sisco, who most recently was performing a similar role at Morgan Stanley, will oversee the Americas network team and manage the Market Guide platform, Citi's securities market information channel. Sisco will report to Ranjit Chatterji, head of Citi's SFS Global Network Management.

  • Credit Suisse Brings On UBS Manager
    07/02/2010

    Credit Suisse Group's U.S. private bank has hired George Barclay Perry from UBS as a relationship manager.

  • Electra Nabs Evare Exec
    07/02/2010

    Electra Information Systems has appointed Robert Cohen, formerly a v.p. at Evare, to the newly created role of director for relationship management and strategic alliances. Cohen will manage global client relationships and those with alliance partners and resellers.

  • Jefferies Expands West Coast I-Banking Group
    07/02/2010

    Jefferies has hired Steve Abbott as managing director and co-head of Semiconductor Investment Banking.

  • UBS Appoints Board Director
    07/02/2010

    Rosemary Berkery, vice chairman of UBS Wealth Management and chairman of UBS Bank, has been elected to Fluor Corporation's Board of Directors.

  • Braver Stern Adds To Mortgage Sales
    06/25/2010

    Braver Stern Securities, an independent broker-dealer, has hired investment strategist Scott Buchta as a managing director and head of investment strategy.

  • Chi-X Europe Brings On Marketing Head
    06/25/2010

    Chi-X Europe and the London Stock Exchange Group are leading the pack this month by the number of trades executed in electronic order book equities.

  • Jefferies Expands Capital Markets
    06/25/2010

    Jefferies has hired Michael Anderson as a managing director to cover financial institutions for the Global Equity Capital Markets Group.

  • MSSB Nabs UBS, Wells, Merrill Brokers
    06/25/2010

    Morgan Stanley Smith Barney has hired seven brokers in the past week.

  • Wells Fargo Recruits RBC, JPMorgan Teams
    06/25/2010

    Wells Fargo has hired adviser teams from RBC and JPMorgan. Raymond Hayes has joined Wells Fargo's New York office on 49 St.

  • BofA Makes Citi, Wells Fargo Hires For Trust Unit
    06/17/2010

    Bank of America’s U.S. Trust unit has recently hired senior wealth managers from Citigroup and Wells Fargo.

  • GETCO Hires Former SEC Director
    06/17/2010

    Getco, a high-frequency trading firm and market maker, has hired Elizabeth King, former associate director who was in charge of options market reform at the Division of Trading and Markets at the Securities and Exchange Commission.

  • Jefferies Expands Sales In Asia
    06/17/2010

    Jefferies has hired Sandy Oh and Eng Keong Ong to focus on sales and trading of emerging markets debt throughout Asia.

  • JonesTrading Names New Capital Markets Head
    06/17/2010

    JonesTrading Institutional Services has brought on Andrew Tuthill as its managing director and head of its capital markets group, as well as a member of its executive committee.

  • Morgan Joseph Adds To Healthcare Banking Team
    06/17/2010

    Morgan Joseph has hired two senior bankers for its healthcare investment banking group.

  • Morgan Stanley Hires Equity Strategist
    06/17/2010

    Morgan Stanley hired Adam Parker from Sanford C. Bernstein as a U.S. equity strategist.

  • Nomura Appoints Investment Banking Co-Head
    06/17/2010

    Nomura Securities North America has hired Mark Epley as co-global head of sponsors together with Saba Nazar.

  • NYSE Euronext Appoints CEO
    06/17/2010

    NYSE Euronext has hired Luis Laginha de Sousa as chairman and ceo of NYSE Euronext Lisbon, effective July 1.

  • Crédit Agricole Appoints Fixed-Income Head
    06/11/2010

    Crédit Agricole has appointed Young Whan-Koh as head of fixed income markets for Korea.

  • Deutsche Bank Arm Hires Texas Recruiter
    06/11/2010

    Deutsche Bank Alex. Brown, the private client business of Deutsche Bank, has hired John McCauley as regional executive and a managing director for the Houston office.

  • DST Systems Adds CIO
    06/11/2010

    DST Systems has appointed Vercie Lark as its chief information officer to be responsible for its enterprise information technology.

  • Wells Fargo Nabs UBS Adviser Team
    06/11/2010

    Wells Fargo Advisors has hired a new broker team from UBS.

  • Woodbine Hires Director Of Sales
    06/11/2010

    Woodbine Associates, an independent research firm, has brought on Ryan Surprenant as director of sales.

  • Citigroup Appoints Derivative Sales Head
    06/04/2010

    Citigroup has hired Simon Yates as the new head of equity derivative sales and trading for the Americas. Yates was previously co-head of European equities for Credit Suisse.

  • HedgeMark Appoints Biz Development Director
    06/04/2010

    HedgeMark International, a hedge fund managed accounts and risk management systems provider, has hired Thomas Colucci as managing director and global head of business development and client solutions.

  • MSSB Nabs Barclays Team
    06/04/2010

    Morgan Stanley Smith Barney has hired a team of advisors from Barclays to focus on ultra high-net-worth clients in Venezuela and Colombia.

  • Netik Expands Sales Department
    06/04/2010

    Netik, a vendor of financial data management and reporting capabilities, has expanded its sales department with two appointments.

  • R.J. O'Brien To Build Trading Floor
    06/04/2010

    R.J. O'Brien & Associates (RJO), the largest independent futures brokerage firm in the U.S., is growing its institutional presence in Chicago with a new trading floor.

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