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Wall Street moves through July 13

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Wall Street moves through July 13

S&P Global MarketIntelligence presents a weekly rundown of selected executive management changesamong the major Wall Street investment banks and other notable moves. Thechanges are listed by announcement date in reverse chronological order.

July 13

appointed DavidKostel and Punit Mehta global co-heads of health care investment banking,Reuters reported.

Kostelwas most recently Credit Suisse's head of health care M&A, while Mehta wasco-head of Americas health care.


CeteraFinancial Group appointedJeffrey BuchheisterCFO.

Buchheistermost recently was executive vice president and chief accounting officer for LPLFinancial.

CeteraFinancial Group refers to a network of broker/dealers including , ,Cetera Investment Services LLC,Cetera Financial Specialists LLC,First Allied Securities Inc.,Girard Securities Inc.,Legend Equities Corp.and Summit Brokerage ServicesInc.


added Ryan Walker andCharles Gorman as associate strategic analysts to its advisory and investmentbanking team.

Walkerwas most recently vice president of fixed income product control at GoldmanSachs, while Gorman was previously commercial credit analyst at Capital Bank.


MatthewAudette, CFO of LPL FinancialHoldings Inc., will assumethe responsibilities of principal accounting officer.

Hesucceeds Jeffrey Buchheister.


July 12

GreatLakes Wealth, an independent firm, is now affiliated with Raymond James Investment AdvisorsDivision, On Wall Street reported.

Managingpartners Dewey Steffen and Michael Hartman serve as CEO and COO of Great LakesWealth, respectively. Carmela Eastin, director of operations, is also part ofthe Northville, Mich.-based team.


CarrieTolstedt, head ofcommunity banking atWells Fargo & Co.,is set to retire atyear-end.

Shewill be succeeded by Mary Mack.Mack currently serves as president and head of Wells Fargo Advisors.


Larry DeAngelo andPaul Simpson managing directors to lead its global business services group.

DeAngelojoins Houlihan Lokey from SunTrustRobinson Humphrey Inc. Simpson joins from Rothschild.


July 11

RaymondJames Financial Services hiredfinancial advisers Jeffrey Grandy, Sophia Bliablias-Grandy, Douglas Souvenirand Keoni Hudson-Rasmussen for its Lake Oswego, Ore., office, OnWallStreet reported.

Theteam operates as part of Kruse Woods Financial Partners. David Acker and MarieFromont, both client service specialists, also joined the team. The group joinsRaymond James from ForestersFinancial Services Inc.


James Sullivan, Michael Gorman andTom Catherwood to expand its REIT research coverage.

Sullivanand Gorman join as managing directors, while Catherwood joins as a director.All three come from Cowen.


July 8

hired Ken Sena as asenior managing director.

Senajoins from Evercore ISI, where he served as a senior managing director coveringinternet companies for the last six years.


July 7

its financial adviserteams in Glens Falls and Oneonta, N.Y., the Albany(N.Y.) Business Review reported.

TheMorgan McReynolds Group in Oneonta and the Grasmeder Team in Glens Falls joinedforces to create The Table Rock Group. The combined 12-member team is led bymanaging director Erna McReynolds, Senior Vice President Kathleen Grasmeder andfinancial advisers Daniel Grasmeder and Bryan Biagioli.


's head of U.S.operations, Chris Tate, leftthe company, The Wall Street Journalreported.

BobSchoenthal, a senior executive in the company's U.S. operations, will replaceTate.


NormanEaker will retirefrom Jones Financial Cos. LLLP,where he serves as general partner and chief administrative officer.


B. Kevin Turner as vicechairman of the company and CEO of CitadelSecurities LLC.

Turnerwill join Citadel Securities after a short transition period from , where he served asCOO.


Jörg Asmussen as a managingdirector in financial advisory, effective Sept. 1.