02/24/2021
Credit Suisse Hires Campbell From BofA as a Managing Director
Campbell has been with Merrill Lynch since 2010, and been a managing director for equity synthetics and securities lending for two years, according to her LinkedIn profile.
People Moves
02/24/2021
Merrill Lifer and His $4.4-Mln Alabama Team Jump to Morgan Stanley
The team is now doing business as The Runkle Group and maintains a second office in Atlanta and an outpost in Destin, Florida, according to its Morgan Stanley website and registration records.
02/24/2021
Altruist Hires TDAI Alum
Dorsey will bring deep ties to the RIA space as Altruist's new chief strategy and revenue officer, responsible for business growth and client support.
02/23/2021
King & Spalding adds Shearman partner amid soaring revenue, profits
Russell Sacks has joined King & Spalding’s corporate, finance and investments practice group in New York.
02/23/2021
Rockefeller Recruits Merrill Lynch Team In Denver With $450M AUM
Richeda joined Merrill Lynch Wealth Management in the summer of 1996 after having spent several years in the public finance space of the investment banking industry in both St. Louis and Houston.
02/22/2021
TIS Kicks Off New Year in the US with Key New Hire, New Funding and New Business
Names Chris Calhoun as CEO of TIS in the Americas
02/22/2021
ZEDRA appoints Brieanne Runsten to support US West Coast companies
Brieanne will be based at ZEDRA’s San Francisco office with a focus on Northern California, Los Angeles, San Diego, Portland and Seattle.
02/19/2021
Larry Richman to retire from CIBC Bancorp USA Board of Directors
Richman spent his entire 40-year career in Chicago
02/19/2021
State Street Appoints New Global Chief Marketing Officer
Industry Veteran Theresa McLaughlin to Lead the Firm’s Global Marketing Organization
02/19/2021
Merrill Fires 2 Reps Over Do Not Call List Violations
The firm’s actions come as it continues to shift away from cold calling.
02/19/2021
BofA Names New Leaders in Fixed Income, FX After Departures
Woo departed Thursday after more than 10 years at the bank
02/19/2021
Hightower Names Lisa Dolly, Former Pershing CEO, and Darrell Horn of Green Square Wealth Management to Board of Directors
Hightower CEO Bob Oros will take on the Chairman role
02/19/2021
Manulife Securities welcomes Richard McIntyre
Industry veteran brings over 20 years’ experience working with independent financial advisors in Canada and the UK
02/18/2021
Wells Fargo Advisors Embraces More Execs from Private Bank
Cross-selling bank services to wealthy investment clients is now a given at firms like Bank of America-owned Merrill Lynch, whose advisor team pages include bank and trust liaisons, UBS Wealth Management Americas and Morgan Stanley.
02/18/2021
Apollo Appoints Lead Independent Director
Appointment is Latest Step in Firm’s Corporate Governance Enhancements
02/17/2021
Citi promotes Conor Davis into top sales role in its markets unit
Citi has been searching for a replacement for Jim O'Donnell, who took on a new role as head of Citi's new global wealth unit unveiled by incoming chief executive Jane Fraser in January.
02/17/2021
FNCB Bank Appoints James F. Burke Executive Vice President, Chief Banking Officer
As Chief Banking Officer, Mr. Burke will be responsible for the oversight of the Bank’s Commercial Lending, Retail Lending and Retail Banking units.
02/17/2021
Cammack Retirement Group Joins CAPTRUST
CAPTRUST Surpasses Half a Trillion Dollars in Assets and Adds Location in NYC
02/16/2021
Julene Richards named Assistant Market Head at UBS in South Florida
As Assistant Market Head, Julene will also be responsible for the South Florida market's growth efforts, as well as identifying and recruiting key talent.
02/16/2021
RF Capital Announces Andrew Marsh to Step Down as CEO of Richardson Wealth
Mr. Marsh was also a key part of the successful transaction last year that transformed GMP Capital Inc. into RF Capital and consolidated 100% of the Richardson Wealth business under the RF Capital umbrella.