05/21/2020
Solomon is leaving Bank of America to become the chief financial officer of an insurance company, the sources said, requesting anonymity ahead of an announcement that could come in the next few days.
05/21/2020
John V. Hackett, CFA, to Lead Global Marketing Initiatives
05/21/2020
Karni has nearly three decades of extensive executive and corporate and commercial banking experience with Bank Leumi.
05/20/2020
At Barclays, he also held roles on both sides of the Atlantic, including head of the high-grade credit-default swaps team, the people said.
05/20/2020
McLaughlin previously served as executive vice president and property and marine manager
05/20/2020
Both have a broad range of experience and expertise, including in restructuring, which is in high demand due to economic fallout from the COVID-19 crisis.
05/19/2020
Dan will report directly to Managing Director, Chad Johnsrud.
05/19/2020
Based in Whitehouse Station, N.J., Ms. McLaughlin will report to the Division Presidents of both the company's Small and Middle Market business lines.
05/19/2020
Ms. Long holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society New York, and Connecticut Hedge Fund Association.
05/19/2020
Degrand joins the firm from another national investment dealer where he was Head of Western Canada for investment banking.
05/18/2020
American State Bank & Trust Company of Williston President/CEO David Hanson was one of those recently appointed.
05/17/2020
Promise Fund of Florida, 340 Royal Poinciana Way, is dedicated to reducing deaths from late stage breast and cervical cancer through early detection and quality health care.
05/15/2020
Brian and Joseph have a long history of helping clients achieve their financial goals, and they share First Republic’s commitment to exceptional service.
05/14/2020
Wells Fargo recently received an “Outstanding” rating from the Office of the Comptroller of the Currency for its work in addressing underserved communities through the Community Reinvestment Act.
05/14/2020
The wirehouse employs more than 6,000 advisors in the U.S.
05/14/2020
Kumar had also served in a leadership role in JPMorgan’s asset and wealth management business
05/13/2020
Triana brings extensive experience to serving clients in Europe and South America to UBS clients in Miami.
05/08/2020
She is currently the Eastern Region Representative to the President's Council of CFA Institute and a co-chair of CFA Institute's U.S. Society Advocacy Advisory Committee.
05/08/2020
Frank Bisignano to become Chief Executive Officer effective July 1
05/07/2020
Morgan Stanley IM said Chew's role would include leading a team to develop its ESG investment integration standards, helping to launch ESG products, and advising its clients and sales team on sustainability issues.