10/12/2016
U.S. Bank Wealth Management Names Eric Freedman as Chief Investment Officer
He is a great fit for U.S. Bank and represents our core values extremely well.
People Moves
10/11/2016
International equity veteran joins Louisville investment firm
Has joined Louisville-based River Road Asset Management LLC.
10/11/2016
Wells Fargo Shuffles Some Top Banking Executives Update
Wells Fargo faces a raft of federal and state inquiries, including from the Justice Department.
10/11/2016
University of Texas Investment Management CEO/CIO resigns
His resignation is immediate.
10/11/2016
River Road Asset Management hires portfolio manager
He developed an 11-year track record investing in non-US companies.
10/11/2016
The Citisoft Group Appoints New Managing Partner and New Head of Vendor Relations
David Bates will join Steve Young, Managing Partner of Citisoft Europe, in overseeing and leading growth strategies for Citisoft.
10/11/2016
Joe Tucci Named Chairman of Bridge Growth Partners
Tucci has served on the firm’s Investment Committee and Advisory Board since Bridge Growth Partners was established in late 2013.
10/10/2016
Ex-Pershing Exec Starting New Hedge Fund
The exact strategy that Mantle Ridge will pursue was not disclosed in the filing.
10/10/2016
Merrill Lynch Hires Eight Advisors from Morgan Stanley
Each of them has substantial expertise and a strong commitment to this community,” said Anthony DiBlasi, Managing Director for Merrill Lynch in Bellevue and Washington State President for Bank of America.
10/07/2016
Merrill Lynch wealth management head John Thiel stepping down
He rejoined the company in 2009, after serving a stint at Citigroup Global Wealth Management from 2005 to 2009 as head of the Emerging Affluent Client Segment.
10/07/2016
Deutsche Bank managing directors in the U.S. depart for competitors
Senior investment bankers have departed in recent months anyway, both in the U.S. and in London.
10/07/2016
Woodridge joins Virginia financial advisory team
PagnatoKarp’s TrueFiduciary financial advisory team named it's new Managing Director
10/07/2016
Atlas Private Wealth Management Expands Its Financial Planning Division
Advisor’s Team Expanded to Support Increasing Demand for Financial Planning Services
10/07/2016
Bank of America Names Retirement Head Andy Sieg Chief of Merrill Brokerage
Next Head of Merrill Lynch Unit Named
10/06/2016
East West Bancorp names new president and COO
East West Bancorp Inc. has named its president and chief operating officer
10/06/2016
Harris Williams rehires Tucker as MD
He will hit the ground running with our full support.
10/06/2016
Leading M&A Lawyer Claudia K. Simon Joins Schulte Roth & Zabel
She has extensive experience in transactions involving public company targets.
10/06/2016
Canaccord Parts ways with Veteran Investment Banker
He is known for his expertise in mergers and acquisitions advice, having spent seven years at boutique advisory firm Sagent Advisors.
10/06/2016
Matt Kreutz '95 Joins Navidar as Managing Director
His M&A and financing experience are exactly what we were looking for in adding a senior banker to focus on the very vibrant technology industry here in Indiana.
10/06/2016
Senior industrials banker Wolfson leaves Rothschild
The people did not want to be named because the matter is private.