12/25/2017
BMO names three deputy heads of global investment banking
Since the financial crisis, BMO has invested heavily in the U.S. investment banking market and has a growing presence there
People Moves
12/21/2017
Sentinel Trust Announces Senior Officer Promotions, Shareholders, and Board Member Elections
"On behalf of the Sentinel Trust Board, we are pleased to welcome Walter and look forward to leveraging his 30 years of investment experience for our clients, "
12/21/2017
Brian Lamb Named Head of Wealth & Asset Management
Lamb most recently led the Bank’s Corporate Responsibility and Reputation division
12/20/2017
Goldman Sachs Taps S&C's Karen Seymour as Its New Co-GC
At S&C, a steady movement of its women partners to positions of power in the business world represents a source of pride and also strengthens the firm's relationships with financial services industry clients.
12/20/2017
Chubb Further Strengthens its Real Estate, Hospitality Practice
New structure enhances field support and strengthens casualty practice to ensure customers have easy access to greater depth of resources
12/20/2017
Head of a Merrill ‘Flagship’ Office in NYC Exits
Her delegation to run a branch the first direct sales management role in her Merrill career.
12/20/2017
M&T Bank Corporation Names new Chairman and CEO
He was also elected to the Board of Directors of both M&T and M&T Bank.
12/19/2017
Investec is said to hire banker to oversee Americas clean-tech
Investec has become one of the biggest backers of US rooftop solar projects
12/19/2017
Savino joins Carlyle Group from BlackRock
Carlyle Group said Dec. 19 that Matthew Savino has joined the firm as a managing director and head of US capital markets with its global capital markets team. Savino was previously with BlackRock Inc where he was a managing director and global head of alt
12/19/2017
Branson Appointment Was Apparently Key to Hyperloop One $50M Funding
Branson’s chairman position doesn’t involve executive duties
12/19/2017
Ripple adds Morgan Stanley veteran to board of directors
When Cruz joined the bank in 1982, she was the third founding member of the foreign exchange group, according to a news release
12/18/2017
Wymer Brownlee Appoints Craig Riffel to Newly-Created Role of General Counsel and Launches Access to Concierge Legal Services for Clients
High Net Worth-Focused Wealth Manager to Augment Financial Planning, Investment Management and Tax Advisory Services with Access to Sophisticated Legal Solutions
12/18/2017
Ex-Wirehouse Exec Back on the Front Lines with Morgan Stanley
This is a conversation I’ve been dying to have
12/18/2017
Fieldpoint Private Welcomes Team from J.P. Morgan
Landmark Group manages over $700 million for wealthy client families
12/18/2017
First Reserve promotes four
First Reserve has promoted four of its investment professionals. Brooks Shughart and Edward T. Bialas will become managing directors while Jesse Krynak and David M. McFarland will become directors. The appointments are effective January 1, 2018.
12/18/2017
Chubb Names Senior Vice President, Major Accounts Property
He has more than 15 years of insurance experience, with seven years spent at Chubb.
12/18/2017
BNY Mellon Wealth Management Names Wealth Director in San Francisco
He holds a Bachelor of Arts from the University of California, Santa Barbara.
12/18/2017
Ashurst announces two partner appointments in US
Ashurst has announced the appointment of Michael Neary and Sarah Rackoff as partners in its New York and Washington DC offices respectively
12/14/2017
A partner has left Tourbillon Capital, a struggling New York hedge fund
Karp has been warning of "frothy speculation" in the markets and has been preaching patience in client letters.
12/14/2017
Partners Capital Continues to Expand and Diversify its Senior Management Team in London and Boston
Four other promotions from Senior Principal to Managing Director were announced.