09/19/2017
Dynasty Financial Partners Expands its Leadership Team: Hires Jason Emerson as Chief Financial Officer
Dynasty Capital Strategies has Significant Growth with Both Loans to Advisory Firms and Revenue Participation Notes
People Moves
09/19/2017
Rombouts to co-head Goldman EMEA corporate derivatives
Several members of the FX team in securities will also join the financing group.
09/19/2017
Boston Private Appoints Jeffrey Dickinson Team Leader for Specialty Lending
He will report to Gisela LoPiano, Boston Private’s East Coast Market Leader for the Commercial Banking Group.
09/19/2017
King & Spalding Lands Former Top Bank Lawyer in NY
In his more than a decade at the helm of Deutsche Bank.
09/19/2017
Credit Suisse names Steffa as head of securitized products trading
Securitized products remains a key area within Credit Suisse’s markets business, even as the bank has scaled back in other parts of trading.
09/19/2017
Gluskin Sheff names new CEO
The board of directors expressed its gratitude to MacMillan for his stewardship of the company for the past year.
09/18/2017
Merrill Lynch, Morgan Stanley and UBS Lose Reps
Two UBS Private Wealth Management reps have jumped ship to First Republic, according to a press release from First Republic.
09/18/2017
bfinance strengthens Canadian team
The hire also marks the introduction of bfinance’s presence in Toronto.
09/18/2017
Revelstoke Capital Partners Announces the Addition of a New Partner
Russ Cassella joins Revelstoke as partner
09/18/2017
Executive search firms merge
Prior to this deal, BraddockMatthews had about nine employees, while Grace Point had six.
09/18/2017
BNY Mellon hires regional president from Merrill Lynch
He started his career at Merrill Lynch in 1986.
09/18/2017
Deutsche Bank's Ex-Latam CEO Brings Penchas to New Brazil Firm
We plan to work as a multi-family office and to provide our clients an independent advisory from experienced executives.
09/18/2017
Macquarie strengthens European research team
He joins from Deutsche Bank, where he held a similar role.
09/18/2017
Baird Adds Marchal to Chicago Wealth Management Office
Marchal brings nearly 25 years of industry experience to Baird.
09/18/2017
JPMorgan Chase poached an executive from Amazon to lead its customer experience
He'll help guide our Chase customer journey with a focus on deepening relationships.
09/18/2017
RBC grabs $350M team from Merrill Lynch
The team cited RBC’s corporate culture as a primary reason why they made the move.
09/18/2017
Webster Announces New Chief Accounting Officer
Wang has more than 20 years of accounting, tax, and audit experience.
09/15/2017
Jim Iglewski appointed to lead Key Private Banking
Rochester Regional President for KeyBank James Barger said he was thrilled to have Iglewski join the team.
09/14/2017
J.P Morgan wants its senior technologists to come back again
The decision to expand into tech is likely the result of J.P.M’s huge technology hiring needs.
09/14/2017
Schultze Asset Management adds to team and advisory board
Skolnick brings with him over 30 years of experience overseeing institutional and high-net-worth clients, spanning middle-markets, hedge funds, and other institutions from a corporate relationship and capital markets perspective.