02/18/2021
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
Appointment is Latest Step in Firm’s Corporate Governance Enhancements
02/17/2021
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
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
CAPTRUST Surpasses Half a Trillion Dollars in Assets and Adds Location in NYC
02/16/2021
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
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.
02/16/2021
Industry veteran brings close to two decades of experience to $1.4 billion wealth management firm
02/12/2021
The additions come after the San Francisco-based financial services company shed thousands of employees last year, part of a series of changes implemented by its new CEO, Charles Scharf, a former JPMorgan executive.
02/12/2021
As Slate continues to build on its successful use of data in asset management, transaction diligence and market intelligence, we're absolutely delighted to name Matt as our first CTO.
02/11/2021
Clifton has held roles in investment management, business advisory and incubation in a career spanning 25 years – a near perfect fit for a specialist investor in sub-FTSE 100 listed equities, AIM traded companies and unquoted SMEs.
02/11/2021
Howard joins from Allianz Global Investors
02/11/2021
Hanley Sayers will help to lead Cresset's growth in Texas
02/11/2021
Before joining U.S. Bancorp, Martin was founder and CEO of Global Oak Capital Markets
02/10/2021
Ms. Sherman began her career with Chubb in 1997 leading transformational technology solutions, and throughout her tenure has held progressive leadership roles in several offices within the Chubb organization.
02/10/2021
"Latin America and the Caribbean is a priority for IFC. Given the COVID-19 pandemic, Spicer's leadership skills and his wealth of experience will help us play a key role in catalyzing private investment in the region,"
02/09/2021
Michael Mollica to Lead Private/Not-For-Profit Management Liability Business; Stephen Troiano to Head Financial Institutions Management Liability Business
02/09/2021
McClain steps in to replace Breckheimer as new leader of the Nation's largest outsourced provider of government guaranteed lending solutions to community financial institutions.
02/09/2021
Nix to oversee corporate governance framework supporting Regions’ services for customers and communities.
02/09/2021
Levenson is a career investment banker and financial adviser.