private banking

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  New Hire Roundup: BlackRock Names Shedlin CFO

  By Marlene Y. Satter, AdvisorOne  |  February 20, 2013

  This week in new hires, Gary Shedlin was named CFO of BlackRock, and Mary Justice was named Seattle market leader for the Private Client Reserve of U.S. Bank.

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  New Hire Roundup: Commonwealth Named as a Top Place to Work—Again

  By Marlene Y. Satter, AdvisorOne  |  November 14, 2012

  This week in new hires, Commonwealth Financial Network once again made the Boston Globe’s list of top places to work in Massachusetts; Ellen Turf announced she would depart NAPFA next year; and Intech announced a new hire and promotions.

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  New Hire Roundup: Wedbush Private Client Services Group Adds Wright

  By Marlene Y. Satter, AdvisorOne  |  October 31, 2012

  Also this week in new hires, Lance Losey and Mary Welk joined Ascent Private Capital Management and Michael Millman joined The Private Client Reserve in San Francisco.

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  Credit Suisse to Slash $1.1 Billion More on Plunging Profits

  By Marlene Y. Satter, AdvisorOne  |  October 25, 2012

  It will cut additional jobs and possibly sell off its ETF business, seeking to make up for a drop in profits of 63%.

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  Merrill Grabs $2.5B Morgan Stanley Team

  By Janet Levaux, AdvisorOne  |  October 22, 2012

  The group is led by Rebecca Rothstein and is based in Beverly Hills.

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  New Hire Roundup: Aberdeen Adds NYC Office

  By Marlene Y. Satter, AdvisorOne  |  October 17, 2012

  This week in new hires, MFS Investment Management welcomed Philip Stewart and promoted David Bryant; Leslie Voth was named CEO at Pitcairn; and Michael Millman joined U.S. Bank’s Private Client Reserve in San Francisco.

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  New Hire Roundup: New National Segment Leaders at Mercer Hammond

  By Marlene Y. Satter, AdvisorOne  |  October 10, 2012

  This week in new hires, Mercer Hammond named three new national segment leaders, National Advisors Trust brought in Joseph Morsman, and BKD Wealth Advisors announced internal promotions.

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  New Hire Roundup: Armstrong Named Wealth Dynamics Coach at Ascent

  By Marlene Y. Satter, AdvisorOne  |  August 29, 2012

  This week in new hires, Helen Zhou became managing director of private banking for the Private Client Reserve of U.S. Bank in San Francisco, and Ryan Kaufman has become a registered representative with Securities America.

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  Baer Agrees to Buy Merrill Non-U.S. Wealth Units

  By Marlene Y. Satter, AdvisorOne  |  August 13, 2012

  Neither analysts nor investors appeared enthusiastic about the move.

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  New Hire Roundup: Putnam Adds Three; Wagner Retires From BlackRock, Joins Board

  By Marlene Y. Satter, AdvisorOne  |  June 27, 2012

  This week in new hires, David Scheetz, Edward Deeds and James Axford joined Putnam Investments; and Susan Wagner retired as vice chairwoman of BlackRock and was named to its board.