09/11/2017
Citi Private Bank Lures Bay Area Executives From J.P. Morgan
Two of the bankers oversaw billions in client assets.
People Moves
09/11/2017
Deutsche Bank taps BofA banker as vice chair of Americas natural resources
He had been at Bank of America Corp since 2003, most recently as vice chairman of global energy investment banking, and has more than 30 years of experience in energy banking, the memo said.
09/11/2017
Philly investment banker Greenberg joins NYC firm
Greenberg’s “leadership role in many transformative M&A and financing engagements” is “well matched” to TM
09/08/2017
Ferris Capital Adds Industry Veterans
We are very fortunate to have found someone of his caliber and look forward to continued success.
09/08/2017
Armory Group strengthens investment banking and advisory service offerings with senior hire
He has represented both private and public clients in negotiating placements of debt and equity.
09/08/2017
James Lelko Joins Andersen Tax Chicago
Prior to joining Andersen Tax, James worked at PwC
09/08/2017
Leading global professional services firm boosts Wealth Management Offerings
He joins as a Senior Director in New York
09/08/2017
Union Bank & Trust names new President
Stallings received his M.B.A. from Washington University in St. Louis and his B.A. from Vanderbilt University.
09/08/2017
Lazard appoints Financial Advisory MD
Prior to joining Lazard he pent 18 years with RBC Capital Markets
09/08/2017
J.P. Morgan Chase Names New CIO
Lori Beer, who was CIO of the corporate and investment bank unit, will succeed Mr. Deasy, who plans to retire
09/08/2017
Guggenheim Securities Expands Media and Entertainment Investment Banking Practice
Messrs. Finkel, Sawyer, and Winitzer are all based in Guggenheim’s New York office.
09/08/2017
David Simon’s Twin Capital Management Names Jessica Cass as Senior Vice President, Marketing
She will focus on developing and executing the firm’s marketing and fundraising efforts with an aim to substantially grow the firm’s AUM over the next few years.
09/07/2017
Fed's Fischer exit muddies investors' outlook: Richard Bernstein
RB Advisors still sees further gains, based on trends in profits cycle studies, Bernstein said in the Reuters Global Markets Forum chat room.
09/07/2017
Fiera Capital Appoints Vincent Duhamel as Global President and Chief Operating Officer
He will also play an important role in strategic acquisitions as a Member of the Strategic Development Committee, while specifically overseeing the Firm’s development outside of North America.
09/07/2017
Fiera Capital Expands Fixed Income Team with Strategic Additions
Fiera Capital's fixed income offering is comprised of solutions that seek to optimize the risk-return trade-off
09/06/2017
Russell Investments hires new CEO from William Blair
She succeeds Len Brennan who will serve as chairman of Russell Investments through the end of 2017, after which time he will become a strategic advisor to the firm.
09/06/2017
Andersen Global Appoints Managing Director for Latin America
Leonardo has more than 30 years of experience in tax consulting and advisory services.
09/06/2017
Itaú Asset hires Camara to lead portfolio solutions: source
He replaces Tatiana Grecco, who recently joined parent Itaú Unibanco’s treasury, said the person.
09/06/2017
StanChart names 3 regional vice-chairs for CIB
He has also worked at the World Bank and China International Capital Corporation.
09/06/2017
Wells Fargo Teams Split for Raymond James and RBC
Since September, when Wells Fargo paid a $185 million following revelations its reps opened as many as two million fake accounts, the bank has been besieged by scandals.