06/02/2020
In an e-mailed statement confirming the move, Preston confirmed the size of the team’s books and took an indirect swipe at the pressure that Bank of America-owned Merrill and other wirehouses have put on advisors to cross-sell banking products.
06/02/2020
Scott Hudson brings 25 years of experience to the role
06/02/2020
CI has been serving institutional investors for over 20 years and these partnerships remain an important and valued part of our business.
06/02/2020
Mr. Kiely has extensive experience across a wide range of federal income tax matters
06/02/2020
Michael Chang, CEO of Sompo GRS, said the new business “makes it easier for clients in this space to access our market-leading capabilities across all lines of business on either a stand-alone or integrated basis.”
06/02/2020
New leader replaces Sandra Stuart, the first female CEO of a major bank in Canada
06/02/2020
Alex Lynch, a former 15-year JP Morgan veteran, has joined Barclays as chairman of banking within its investment bank.
06/02/2020
Stevens joined Bernstein in 1994
05/29/2020
Pepper will officially join UBS in New York on June 1 and will report to Coutinho.
05/27/2020
They share First Republic’s commitment to exceptional client service.
05/27/2020
Starting in 2016, UBS cut back on recruiting efforts in order to shift resources elsewhere and to cut hiring costs.
05/27/2020
Texas Capital says it will conduct a search for a permanent CEO with the assistance of executive search firm Egon Zehnder.
05/27/2020
DLA recently advised on a USD 40 million financing round for artificial intelligence company Paradox.
05/27/2020
Mr. Fanger was previously CEO of Swell Investing, an impact investing company that closed in 2019.
05/22/2020
Sean O’Brien replaces Carl Mustos, who has left the company
05/22/2020
She joins Guggenheim most recently from Evercore, where she was a Managing Director in the Energy investment banking group.
05/21/2020
Prior to joining BNY Mellon Wealth Management, he worked as the Regional Director of the Pacific Northwest Region at Bessemer Trust.
05/21/2020
The appointment of Kolba comes at a key time for both genesis and the industry.
05/21/2020
He has previously assisted clients in navigating many major market milestones and is an especially reliable and trusted source for guidance through difficult market conditions
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.