Browsing: Exclusives

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From Gerson Lehrman to Coleman Research

09/22/2014
Aaron Liberman, who headed Gerson Lehrman's sales from 2003 to 2010 during its fastest growth period, is now heading sales at rival Coleman Research Group.  Prior to joining Coleman, Liberman ...
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Tech Boutique Folds into Odeon Capital

09/18/2014
The Murcer Technology Group, a small Scottsdale AZ technology research boutique, appears to have merged with Odeon Capital Group LLC, a NY based investment bank. The two Murcer co-founders, Spencer ...
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New Product: Eagle Alpha Curated Social Media Feeds

09/17/2014
Eagle Alpha Limited, a ‘big data’ research firm which mines insights from social media and the web, offers a series of curated feeds including a global macro news feed targeted ...
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Former Soleil COO Now Financial Advisor

08/27/2014
Ken Dengler, who was COO of Soleil Securities from its formation in 2003, is now a financial advisor with Morgan Stanley.  He left Soleil in 2008 during a management shakeup ...
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GMI Ratings COO Joins Rival Sustainalytics

08/26/2014
The COO of GMI Ratings has left to join rival Sustainalytics to head its global marketing and to lead strategic initiatives. Cheryl Gustitus was the COO and Chief Marketing Officer ...
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From Primary Global to Google

08/25/2014
The co-founder of the ill-fated expert network Primary Global Research, Unni Narayanan, recently landed a job as Director, Product Management at Google.  The demise of Primary Global Research in 2010 ...
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Issuer-Sponsored Research Must Disclose Fees

08/19/2014
Declining research coverage of small cap stocks has given rise to issuer-sponsored equity research, where the stock issuer pays a research firm for coverage. Under U.S. regulation, it is critical ...
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Social Media & Markets

08/18/2014
The key role that Twitter played in breaking the news about police abuses in Ferguson, Missouri highlights the growing importance of social media.  Big data, including social media resources like ...
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Former Sabrient Execs Sell Majority Interest in Asset Manager

08/17/2014
Investview, Inc., a publicly traded provider of trading tools for individual investors, has acquired a majority interest in Vickrey Brown Investments, LLC, (VB) an asset manager recently formed by two ...
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Shakeup at Convergex

08/12/2014
ConvergEx Group, an agency broker prominent in commission management services, has reorganized its senior leadership.  Convergex hired Greg Voetsch as chief executive officer of ConvergEx Execution Solutions and head of ...
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