07/25/2023
Allard joins from Royal Bank of Canada, Canada's biggest bank, where she led the mortgage, unsecured lending and automotive businesses in addition to the bank's Caribbean banking and U.S. cross-border banking business.
07/25/2023
She will report directly to Brendan Coughlin, Vice Chairman and Head of Consumer Banking.
07/25/2023
Adolfo Acebras Alva has joined JPM's unit covering Mexico, with its market head aiming to recruit up to a dozen advisors for her team this year.
07/25/2023
He joins Barclays from Bank of America, where he was Head of Mexico Investment Banking from 2017.
07/25/2023
Mr. Svoronos joins as Global Co-Head of Industrials alongside John Lange; appointment strengthens Barclays’ global team in this important sector.
07/25/2023
A number of Wall Street banks have investment banking teams that work on so-called structured deals, which include corporate restructuring transactions such as corporate carveouts and spin-outs.
07/24/2023
Montag left Goldman Sachs to join Merrill Lynch in 2008, which was then taken over by Bank of America during the throes of the financial crisis.
07/24/2023
Broadridge has been an important provider of technology and services to the Canadian financial services industry for over 30 years.
07/24/2023
Kelly Maxwell brings 30 years of experience to her position as Senior Vice President, Commercial Banker and will provide lending, deposit and treasury management solutions to business customers in the Atlanta area.
07/24/2023
Burthey brings more than a decade of experience across wealth management, recruiting and consulting
07/24/2023
Will Support Growth and Investment in Wealth Management and Financial Services
07/24/2023
Jacqui Allard will assume the role of Deputy Head, Global Wealth Management on September 1, 2023, reporting to Glen Gowland
07/21/2023
Returning to Janus Henderson, the firm is delighted to welcome Marc Pinto back as Head of Americas Equities.
07/21/2023
Mr. Montag will also become a member of each of the Board’s Audit, Governance and Risk Committees.
07/21/2023
Sydney arrives at Boston Omaha Asset Management after an accomplished career in the finance industry.
07/21/2023
Citizens Financial Group (CFG.N) recently added 50 new senior private bankers and another 100 support staff in Boston, Florida, New York and San Francisco, mostly from First Republic.
07/21/2023
In 2019, Mr. Gatto founded Orient Point Partners, focused on strategic advisory and principal investments in consumer wellness working with corporations, private equity, venture capital firms and founder-led enterprises.
07/21/2023
Mason resides near Lima with her husband, Todd, and has five children and 10 grandchildren.
07/20/2023
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert
07/18/2023
Dan Grabos and Jonathan Gerst to take on augmented roles in M&A.