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
10/29/2020
Loupee, the team’s managing director, spent the first 32 years of his career at Merrill Lynch, while Graziani, senior vice president, joined the industry with Merrill in 1995, according to records.
10/29/2020
Matthew DiFrisco Joins as Managing Director in the Consumer and Restaurant Sector
10/29/2020
Ms. Wirts was most recently an investment advisor at Hawthorn, PNC Family Wealth® in Philadelphia.
10/28/2020
Growth Strategy to Leverage Leading Digital Banking Capabilities as Adoption Accelerates
10/28/2020
Papadakos will be based in Vancouver and responsible for the development of new business relationships as well as management of the current client portfolio.