04/24/2018
Leading Wealth Management Team jumps ship
The team, formerly of Merrill Lynch, will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
04/24/2018
The expansion of Umpqua Investments’ leadership team marks another milestone in the evolution of Umpqua’s wealth management division since Kent Grubaugh assumed leadership as executive vice president and head of wealth management in 2017.
04/24/2018
Qaim-Maqami will lead shared services technology efforts across the enterprise
04/24/2018
Day joins more than 50 former Department of Justice lawyers at the firm.
04/24/2018
He developed and implemented processes that helped to substantially grow equities revenues and improve overall key account rankings.
04/23/2018
Mr. Faessen has a Masters Degree in Monetary Economics from Maastricht University in the Netherlands.
04/20/2018
"Cantor Fitzgerald has succeeded in building one of the leading Healthcare Investment Banking businesses, and, under Kevin and Hari's leadership, it is now expanding its franchise into Power, Energy and Infrastructure," added Mr. Jain.
04/20/2018
The new partners are drawn from all of the firm's market-leading practices, and from across the firm's global network.
04/20/2018
Mr. Mahaffy's appointment is the latest of several strategic initiatives the firm has recently pursued.
04/19/2018
Wolters Kluwer has had a continuous presence in Canada for more than a decade
04/19/2018
Private-equity firm names Frank Bruno as co-CEO alongside co-founder Stephen Feinberg
04/19/2018
Appointment leads management restructuring of distribution entity
04/19/2018
He has also held senior sales positions at Calypso Technology and Thomson Reuters.
04/19/2018
Zames had been seen as possible Deutsche Bank CEO candidate
04/18/2018
Former Pro Baseball Player Brings Strong Experience in Private Wealth Management, Family-Office Style Investing
04/18/2018
"This is a growth business for J.P. Morgan Asset Management, and this addition will help us accommodate the continued expansion of our offering."
04/18/2018
Mr. Sipp received a B.A. in Finance from Alfred University and an M.B.A from the University of Pittsburgh.
04/18/2018
He will continue to be affiliated with the firm as a financial advisor in a local branch following a transition of duties.
04/18/2018
She has also held similar roles in quantitative strategy and algorithmic trading at Goldman Sachs and Credit Suisse.
04/17/2018
Matthews, 51, isn’t being replaced, according to a person with knowledge of the decision who asked not to be identified discussing internal deliberations.