08/31/2021
NBT Bancorp Inc. Appoints Ruth Mahoney President of Wealth Management
A graduate of Marist College with a bachelor’s degree in Business Administration and Marketing, Mahoney lends her leadership abilities to many organizations.
People Moves
08/31/2021
SFOX names former Goldman exec John Mannino director of compliance
He oversaw and ensured daily compliance for the OTC derivative margin and collateral processes while navigating the rapidly changing derivative regulatory environment as it emerged globally.
08/31/2021
Morgan Lewis Expands ESG and Nonprofits Team
Kim, who is resident in the San Francisco and Washington, DC, offices, previously spent 11 years at Morgan Lewis
08/31/2021
Leading Tax Attorney Joins Kirkland
In his tax controversy practice, Mr. Husseini represents clients before the Internal Revenue Service in examination, mediation and appeals proceedings, before arbitrators in private party tax disputes
08/31/2021
Hogan Lovells adds former FERC Chairman Neil Chatterjee to Washington, D.C. office
Prior to his tenure at FERC, Chatterjee served as an advisor to Senate Majority Leader Mitch McConnell (R-KY), where he played an integral role in the passage of major energy, highway and agriculture legislation.
08/30/2021
Lincoln Financial Group Announces Executive Leadership Succession
Ellen Cooper to be appointed President and CEO following 2022 Annual Meeting Dennis Glass to transition to Board Chair
08/30/2021
Four-Person Advisor Team Joins UBS
Together, they will focus on serving the holistic wealth management needs of high-net-worth clients, executives and business owners in Santa Barbara, as well as other locations across the U.S.
08/30/2021
SFOX Names New Director of Compliance
Mannino joins SFOX after more than two decades of extensive operations and regulatory compliance experience at Goldman Sachs.
08/30/2021
Wealth Manager Joins First Republic
She provides customized wealth management solutions to high net worth individuals and families, with a focus on equity compensation and concentrated stock positions.
08/27/2021
Boston Consulting Group Announces Sharon Marcil as North America Regional Chair
Sharon Marcil Succeeds Joe Davis to Become First Woman to Lead the Region
08/27/2021
Two of Bank of America’s Post-Crisis Leaders Will Retire
Vice Chair Anne Finucane, one of the most powerful women in banking, will leave at the end of the year. So will the chief operating officer, Thomas K. Montag.
08/27/2021
Standard Chartered bolsters Europe & Americas securities services team
He has served at Standard Chartered since 2010
08/27/2021
Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, Chief Operating Officer and president of Global Banking and Markets
Succession plans will be announced in the coming weeks.
08/27/2021
Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, Chief Operating Officer and president of Global Banking and Markets
Succession plans will be announced in the coming weeks.
08/27/2021
Raymond James OSJ Adds Managing Director of Business Development
Concurrent is adding Steve Bielke to beef up its recruiting efforts.
08/27/2021
Bank of America’s Thomas Montag, Head of Global Banking, to Retire at Year-End
It promised to pick replacements in coming weeks.
08/27/2021
Raymond James bolsters boards with key appointments
Investment dealer names seasoned professionals as independent directors to trust businesses
08/26/2021
Cherie Brant Appointed to Board of Directors of TD Bank Group
Cherie is both Mohawk from Mohawks of the Bay of Quinte and Ojibway from Wikwemkoong Unceded Indian Reserve.
08/26/2021
Haven Realty Capital appoints Managing Director and Head of Capital Markets
“Eric’s experience and industry knowledge along with the trust he has cultivated with investors makes him a valuable addition to our team,”
08/26/2021
Randel Young joins Charles River Associates as senior consultant
Mr. Young is a distinguished research fellow and advisory director at the Center for Energy Law at Tulane University, where he lectures part-time on cross-border pipelines and other large-scale energy projects.