11/09/2020
Debra Brede started her own business in 1990 to provide comprehensive investment and wealth management services to high net worth individuals and families as well as a range of institutional clients.
11/06/2020
He will report to Giovanni Cutaia, Global Head of Real Estate Asset Management, and will coordinate closely with Blackstone’s corporate ESG leaders.
11/05/2020
As President, van de Stadt will be based in London.
11/04/2020
All three will focus on underwriting renewable energy risk across wind energy, solar energy and battery storage, including package policies providing property, general liability and umbrella coverage that spans construction and operations of projects.
11/04/2020
In his new role, Mr. Luyt will have direct responsibility for all IAH underwriting functions, including underwriting governance and controls, product development
11/03/2020
Julius Baer Hires for Mexico Push
The Swiss private bank is poaching from UBS and Credit Suisse to reinforce its efforts with wealthy Mexican clients. The move follows Julius Baer's ditching several troubled markets in Latin America.
11/03/2020
Of the 22 advisors who joined, eight came from Merrill, Morgan Stanley and Wells Fargo; two are women.
11/03/2020
The expanded management team will enhance the coordination of the Private Client Group with the other technical insurance specialists across the Seeman Holtz Family of Companies to meet the ever-changing needs of our high net worth clientele.
11/03/2020
Incoming CEO Jane Fraser is tapping one of her top lieutenants, Anand Selva, to replace her as head of consumer bank
11/03/2020
Craig holds a Bachelor of Arts in History from the College of Wooster in Ohio.
11/03/2020
Next year's focus is on adding breakaway advisors from Merrill Lynch, Morgan Stanley and UBS, according to Andrew Daniels.
11/03/2020
Santos brings a unique mix of leadership and business experience to this new and expanded diversity Operating Committee role
11/03/2020
Welch joins LPL after a long career at TD Ameritrade, where he was most recently managing director, Institutional Trading and Technology Services.
11/03/2020
10 new partners and two senior counsel
11/02/2020
Corbin banker appointed to membership council at American Bankers Association
With a strong and growing membership, ABA works in tandem with bankers across the country and their respective state associations to create the best environment for banks to do business and serve their communities.
11/02/2020
Mr. Rovinescu has been recognized by both the Financial Post magazine and the Globe and Mail's Report on Business magazine as Canada's Outstanding CEO of the Year on several occasions.
10/30/2020
Bank of America equities chief Fab Gallo is leaving after nearly a decade at the firm
"It's been an honor to lead the division for the last nine years. We have built a world-class team to serve our clients and we are proud of our collective accomplishments," Gallo said in the memo.
10/30/2020
Wells Fargo MD departs for JonesTrading equity trading lead role
Jon Jefferies joins JonesTrading as managing director of equity trading in New York after almost five years with Wells Fargo.
10/30/2020
Former IRS Criminal Investigation Chief, Don Fort, Joins Kostelanetz & Fink
Fort Named Director of Investigations at Tax and White-Collar Boutique
10/29/2020
Further Elevating Pathstone's Mission and Vision as The Modern Family Office