S&P Global Market Intelligence presents a weekly rundown of selected executive management changes among the major Wall Street investment banks and other notable moves. The changes are listed by announcement date in reverse chronological order.
April 5
Morgan Stanley's global co-head of healthcare investment banking and chairman of Europe, the Middle East and Africa M&A, Michele Colocci, is leaving to rejoin JPMorgan Chase & Co. in London. Colocci will co-head the industry coverage of EMEA region with Harry Hampson and global healthcare investment banking with Jeff Stute at JP Morgan.
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Glynell Bradley, former vice president of U.S. institutional sales consultant relations at Goldman Sachs Group Inc., joined Crescent Capital Group LP as senior vice president in investor relations.
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April 4
Citadel Securities LLC hired Stephen Luparello as general counsel, according to company spokesman Zia Ahmed. Luparello will start in May at the market-making firm after most recently working as director for the division of trading and markets at the U.S. Securities and Exchange Commission.
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Steward Partners Global Advisory LLC, a full-service independent partnership associated with Raymond James Financial Services Inc., named William Blake III a director and partner. Blake, who was affiliated with Wells Fargo Advisors Financial Network LLC, will be based in Washington, D.C. Earlier in April, Michael Germano IV joined Steward Partners Global Advisory as a senior vice president and partner in New York.
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Andrew Woolford, former head of leveraged loan sales at Jefferies LLC, joined Cerberus Capital Management LP direct lending affiliate Cerberus Business Finance LLC as a managing director.
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Evercore Partners Inc. promoted Keith Magnus to the role of co-chairman of Asia. Steve CuUnjieng serves as the company's other co-chairman of Asia.
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Joseph LaGrasta will lead Canaccord Genuity Group Inc.'s exchange-traded funds sales and trading in the U.S. LaGrasta previously served at BNP Paribas SA as a director, focused on ETF sales.
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April 3
KeyBanc Capital Markets Inc. added Chris O'Neill and Jeffrey Tucker to its securitized products sales team. O'Neill and Tucker joined the fixed income group as managing director and director, respectively. Previously, O'Neill was a managing director at RBC, specializing in structured product sales. Tucker was previously a director in Credit Suisse Securities (USA) LLC's securitized products institutional sales group.
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Citadel LLC appointed Sebastian Barrack head of commodities. Barrack will succeed Mark Stainton, who was named head of the company's global equities unit.
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The U.S. Commodity Futures Trading Commission named Andrew Busch chief market intelligence officer, effective April 10. Busch will be the first head of the agency's new market intelligence unit, which was established in March.
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Financial adviser Andrew LeBlanc left Merrill Lynch's office in Manhattan, N.Y., to join Bruderman Brothers. LeBlanc managed about $300 million in assets for ultra-wealthy clients.
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Financial advisers John Chidwick, Ealon Thompson III, Richard Megorden II and Metin Kurkcu joined Raymond James Financial Services in North Carolina. Chidwick, Thompson and Megorden join from Triad Advisors Inc., where they handled more than $120 million in client assets. Kurkcu managed more than $30 million in client assets at Merrill Lynch.
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Stifel Financial Corp. added Paul Dell' Isola as a senior member of the company's investment banking unit. Most recently, Dell' Isola served as co-head of capital markets at FBR & Co.
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March 31
Avondale Partners LLC will eliminate its cash equities business and cut about two dozen jobs while growing its wealth management and investment banking divisions.
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Stephens Inc. affiliate Stephens Insurance LLC appointed a team of four to work out of the recently opened P&C brokerage office in Birmingham, Ala. Tice Young was appointed senior vice president to lead the risk management and insurance solutions team on national and international complex risks. Donna Sanford was named senior vice president specializing in the energy, infrastructure, private equity and chemical markets. James Kennedy was appointed vice president, and Marty Hall was named account manager.
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March 30
James McDonald was appointed director of the CFTC's enforcement division, effective April 10. McDonald joins from the U.S. Attorney's Office for the Southern District of New York, where he served as assistant U.S. attorney and most recently in the public corruption unit.
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Ladenburg Thalmann Financial Services Inc. unit Securities Service Network Inc. named Joe Simpson to the newly created position of chief information officer, effective March 30. Simpson was previously vice president of technology for the company.
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Goldman Sachs, Bank of America Corp. and Lazard Ltd lost three senior merger advisory bankers within the last month to smaller investment funds.