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.
People Moves
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.
08/25/2021
Fiduciary Trust International Welcomes Taylor Custis as Trust Counsel & Senior Relationship Manager Servicing Mid-Atlantic Clients
Taylor has nearly 20 years of experience working closely with ultra-high-net-worth families and providing them with sophisticated estate and wealth planning solutions.
08/25/2021
Tuan Nguyen joins RSM US as economist
“As the influence of the middle market continues to grow, RSM continues to invest in our ability to deliver broader economic context and insights to help these middle market businesses succeed,”
08/25/2021
David Droga succeeds Brian Whipple as head of Accenture Interactive
He returned to Accenture in 2010 to lead Accenture Interactive. Whipple holds an MBA and BS from Duke University.
08/25/2021
Deutsche lays off private bankers in Geneva and Miami
It is possible that up to a dozen bankers have been let go from the German group's International Private Bank since last week.
08/25/2021
Morris, Manning & Martin Hires New CFO From Dentons
Santoro says her goals include driving stronger reporting and improving processes so she can share the stories behind the data.
08/25/2021
BNY Mellon Wealth Management Named Regional Director, West Region Private Banking
He earned a Bachelor of Science in Business Administration and Finance from the University of Colorado in Boulder
08/24/2021
AXIS Re strengthens LatAm credit focus with Markel hire
Most recently, he was a senior underwriter for surety at Markel International.