02/01/2022
Harbourfront Wealth appoints MD of Tax & Wealth Planning
Paul is responsible for nationwide directives including the development of a Wealth and Estate Planning division, an Investment Advisor Training and Education program, and the ensemble of a National Strategic Partnership Network for his previous firm, Can
02/01/2022
First Western Trust Hires New Market President
She is a proud native of Scottsdale, having called the area home her entire life. Her professional credentials include leadership positions at First Citizen’s Bank and BBVA
02/01/2022
KeyBank names Chief Diversity, Equity, and Inclusion Officer
Helena holds a bachelor's degree in Business Administration and Marketing Management from University of Colorado and an MBA from Hamline University.
02/01/2022
Key Private Bank named regional sales leader for Central New York
She is responsible for leading the sales and service efforts of Key Private Bank
02/01/2022
Pinnacle adds to US leadership
The US is now Pinnacle's largest market by funds under management outside of Australia.
02/01/2022
Smith has over 30 years of experience in providing an array of wealth management services to high net worth individuals and families, and he also has deep expertise in structuring customized insurance solutions.
02/01/2022
Lupovici will join Wells Fargo in April
01/31/2022
He hung on to the stock for years, then sold it for more than $500 million last year, the most since it was first issued in 2016.
01/31/2022
Paul Marion will develop a new tax and wealth planning framework for wealthy clients
01/28/2022
Morgan Stanley Elevates Hogan, Perez-Hernandez in Tech Group
Drew Guevara, a previous co-head of global tech banking, will also become a vice chairman of investment banking. Read more at: https://www.bloombergquint.com/business/morgan-stanley-elevates-hogan-perez-hernandez-in-tech-group Copyright © Bloomberg
01/28/2022
The WRF Board also reappointed two board members for second terms and elected officers for 2022.
01/28/2022
The move reflects Cuomo’s growing stature as a leading figure for Julius Baer’s Latin America business.
01/27/2022
Regions Bank appoints Community Development Manager
28-year financial services veteran to oversee Community Reinvestment Act activities.
01/27/2022
Wells Fargo Names Winniford CFO of Corporate, Investment Banking
The move comes as Wells Fargo CEO Charlie Scharf pushes for a bigger presence on Wall Street
01/27/2022
American Federal is a Top 100 Ag Lender in the United States.
01/26/2022
KKR Names Global Head of Private Wealth
Augments commitment to expanding access to KKR’s investment strategies for individual investors
01/26/2022
TD to hire over 2,000 technology roles in 2022 to power the Bank's future-focused strategy
Roles in Dev Ops, Agile, and Microservices among the in-demand positions fueling the Bank's accelerated Tech Talent Strategy
01/26/2022
Farrell will be succeeded by Jennifer Warren
01/26/2022
Adrienne A. Harris named superintendent of the New York State Department of Financial Services
"I am honored to serve as the Superintendent of the Department of Financial Services. "
01/25/2022
P20 is a collaborative payments forum for thought leadership, best practice and for harmonizing global standards on the issues above and regularly releases reports.