07/18/2018
Stifel hires 3 advisors from Merrill, Wells, Oppenheimer
The cumulative impact on Stifel's head count, which currently stands at 2,266, should be evident when it reports second quarter earnings until later this month.
07/18/2018
The cumulative impact on Stifel's head count, which currently stands at 2,266, should be evident when it reports second quarter earnings until later this month.
07/18/2018
She joins HSBC with more than 10 years of charitable planning and administration experience.
07/18/2018
Joining them at RayJay are Roger Jee, who has worked with them since 1993, and Michael Lubin, a 20-year veteran broker and former financial reporter who joined their Wells team in 2015.
07/18/2018
Sullivan to Take Charge of Bank’s Growing Jumbo Mortgage Financing and Personal Lending Business; Mooney to Lead Private Banking Offices
07/18/2018
The firm is also planning to launch an international equity multi-manager fund, according to Santos’s LinkedIn.
07/17/2018
We are glad to promote talented new partners across our practices and to bring them into the firm’s leadership across our European, US and Asia offices.”
07/17/2018
Since her appointment as sole managing director in 2007, Robertson has driven huge overseas expansion across America, Asia and Europe in a bid to push into markets for high net worth clients.
07/17/2018
The advisors will be joining the Conshohocken branch of RBC in Pennsylvania, which is managed by branch director Joe Mooney.
07/16/2018
Solomon has been at the forefront of the bank's forays into cryptocurrency
07/16/2018
She reports to John Escario, vice president of portfolio construction group, US intermediaries
07/15/2018
We're pleased to welcome Tony to First National Bank
07/13/2018
Big banks are bolstering their private-banking efforts amid growing competition from boutiques and some high-level defections.
07/13/2018
Khalil holds a Bachelor of Science in finance from Indiana University.
07/13/2018
Family offices have “become increasingly sophisticated and agile,” Justicz said in the memo.
07/13/2018
Janney continues to attract top notch advisors in key marketplaces throughout our footprint
07/12/2018
Jana joined Northern Trust in 1980
07/12/2018
Lisa Yang, who also worked at U.S. Trust, started earlier this month as an associate banker working with ultra-high-net worth clients.
07/12/2018
Mrs. Brandley began her career with the Federal Reserve after earning a BA from Hollins University in Roanoke, VA.
07/12/2018
Mr. Osterkamp previously was managing director
07/12/2018
Ms. Phelan joins the firm in Washington, D.C. after more than 25 years in the Antitrust Division at DOJ