12/04/2020
PPB Capital Partners Welcomes Director, Advisor Relations
“We are excited to have Mike working with us to better serve the complex needs of RIAs, Family Offices, and Bank Wealth & Trust firms nationwide.”
People Moves
12/04/2020
Raymond James board gets more diverse with new member
There’s been a growing effort at the national level to increase diversity of all types on corporate boards.
12/04/2020
George M. Vazquez and Howard Needle join Wellesley Asset Management
I am so pleased that George and Howard have joined our firm, bringing new insights as we look toward our next decade of growth in the investment industry.
12/03/2020
Fintech firm Revolut names former Citigroup executive Rebecca Macieira-Kaufmann to its US board
Macieira-Kaufmann spent 12 years at Citigroup, most recently as head of Citigroup’s International Personal Bank in the U.S., the firm’s offshore wealth management arm.
12/02/2020
JPMorgan bolsters advisor talent in New York, Houston
She will report directly to J.P. Morgan Advisors CEO Chris Harvey.
12/02/2020
Citizens Announces Radha Suvarna as Head of Enterprise Payments Innovation and Strategy
Suvarna most recently served as Head of Digital Payments and Lending for Citi’s U.S. Consumer Bank, where he launched a digital product management function that drove key revenue growth and completed expense reduction initiatives for the Credit Card
12/02/2020
Chubb Names John Keogh President
The title of President more appropriately reflects John's current wide-ranging responsibilities and importance to the success of our company and is in recognition of his exceptional contributions and leadership over the course of his 14 years as my p
12/01/2020
RBC picks up $350M team from UBS
Prior to spending the last 14 years with UBS, Martello worked at Smith Barney from 1989 to 2006.
12/01/2020
Chubb Appoints Digital Head of the Company's International General Insurance Business
Currently he serves as Vice President, Digital Head for Latin America.
12/01/2020
Former U.S. Congressman Harold Ford Jr. Joins PNC Corporate and Institutional Banking
He also will help lead critical strategic initiatives focused on further growing PNC's C&IB businesses nationally.
11/30/2020
Citizens Financial Group, Inc. Appoints Christopher J. Swift and Lee Alexander to Board of Directors
We are fortunate to attract such talented directors as we continue our journey to drive shareholder value and become a top performing bank.
11/30/2020
Lincoln Financial Group Names Al Copersino Vice President, Head of Investor Relations
Accomplished Professional with 20 Years’ Experience Previously Covered the Insurance Industry as a Buy-side Analyst
11/27/2020
Former JPMorgan MD Eric Mueller joins D2 Legal Technology as strategic netting lead
Prior to his role at JP Morgan Chase, Mueller was the Chief Operating Officer (COO) for Equity Derivatives at Bank of America, Head of Corporate Planning for Merrill Lynch and a Principal in the financial services consulting practice at Booz Allen & H
11/25/2020
Harbourfront Wealth Appoints President
He played an integral role in business development through acquisitions, which resulted in extensive growth for the firm which he will continue to do in his new role with the firm.
11/25/2020
HSBC Ousts Head of US Fixed Income Desk Michael Yarian
Europe's biggest bank poached Michael Yarian from Barclays in 2016.
11/25/2020
Mcdermott Elevates 42 to Partner and Counsel AMID Strong, Steady Growth
This group of bright, rising leaders not only builds on our tradition of excellence and being trusted advisors, but they are also setting new standards that will no doubt help us shape our bright future.
11/25/2020
Principal Names Alfredo Rivera to Board of Directors
Rivera holds a bachelor's degree in history and a master’s in business administration from the University of Southern Mississippi
11/23/2020
BNP Paribas Asset Management announces new leadership team in the USA
She replaces Daniel Klein, who will be returning to Europe after five years as CEO and four years as Deputy CEO of BNPP AM USA.
11/20/2020
Fifth Third names new head of private banking in Cincinnati
He had been a director at the private bank in Cincinnati and remains a senior vice president.
11/20/2020
PNC Promotes Senior Technology Executives
Both appointed to PNC's Executive Committee