07/09/2019
Together, they will provide cash and treasury management products and services related to residential and commercial mortgage servicers and originators as well as lender-controlled structures, commercial real estate owners/operators, hedge funds and priva
07/09/2019
Olson joins Washington Trust with more than 10 years of private client experience.
07/08/2019
They will all be based in Richmond, Virginia, where Jefferies is establishing an office, according to the sources.
07/08/2019
He began his wealth management career at UBS as an investment associate two decades ago, according to AdvisorHub.
07/04/2019
Thompson is taking on responsibilities that reach beyond Chicago
07/04/2019
Robert Plaza joins from Key Private Bank, Nick Nikitas from Robert W. Baird and Adam Schmitz from Harris Associates.
07/04/2019
Marcelo will be responsible for assessing the company’s risks and the controls we have in place to mitigate them, which is central to our effectiveness and performance.”
07/03/2019
Kelly’s involvement and knowledge will give the bank the opportunity to further its connections with the communities that we proudly service.”
07/03/2019
Mr Jackson holds an honours bachelor’s degree in business administration from the Richard Ivey School of Business at the University of Western Ontario, as well as a chartered financial analyst designation,
07/03/2019
The bank has already made inroads on its U.S. hiring spree.
07/02/2019
The father- and son-in-law team collectively generated roughly $1 million over the previous 12 months
07/02/2019
New partner furthers Withers' California growth strategy
Bryan adds: “Moving to Withers is a great step forward for me and my practice.
07/02/2019
Kevin Murphy, senior managing director, is an emerging markets debt portfolio manager at Wellington.
07/01/2019
Jersey Finance has appointed Philip A. Pirecki as its business development lead in the US, ahead of the opening of a new representative office in New York later this year.
06/27/2019
HSBC North America appoints Chief Financial Officer
Based in New York, Mahtani will report to Patrick J. Burke, President and CEO, HSBC USA, and will join the U.S. Executive Committee.
06/27/2019
25+ Year Industry Leader Karl Jaeger Joins Artivest to Accelerate Growth & Operational Efficiencies
06/27/2019
The board of directors was not only impressed with Jill’s expertise and collaborative style, but also her proven ability to build relationships with a variety of partners
06/26/2019
Andersen Tax Expands Practice in Dallas
The addition of the team from Forrester & Co. complements the existing PCS practice in Dallas
06/26/2019
We are thrilled to have them on board.
06/26/2019
We look forward to his leadership and contributions to our clients as we build upon our successful industrials business and the firm generally.