12/22/2016
Former Wells Fargo exec joins U.S. Bank as head of wealth management products
She replaces Ann Senne, who left for another firm last month, according to U.S. Bank.
People Moves
12/22/2016
New York-Based Firm Triad Securities Expands To Boston
Triad Securities Corp. is an introducing broker headquartered in the Wall Street area
12/22/2016
DHR International Expands Financial Services Practice
Other positions include intermediary, subadvisory, third party and key account managers.
12/22/2016
Key Private Bank builds out investment team
The new recruit, George Mateyo, will report to Joe Calabrese who joined the bank in May to assume a new post as national head of investments
12/22/2016
BBVA Compass names new CEO
Manolo Sánchez to remain as chairman
12/22/2016
Arturo Giacosa Joins Fiduciary Trust Company International as Managing Director and Trust Counsel
He will be a valuable resource for our organization and instrumental in serving the complex wealth management needs of our international and South Florida clients
12/21/2016
Florida Community Bank Names Middle Market Relationship Manager
In this role, Knorst will be a trusted financial advisor for current and prospective middle market commercial clients in the Central Florida market.
12/21/2016
Ex-U.S. attorney Yang may head Trump’s SEC
Another potential hurdle for Yang could be trying to navigate the SEC's byzantine bureaucracy as an outsider.
12/21/2016
Ballentine Partners taps Saloranta as COO
Anja Saloranta, Chief Operations Officer, joined Ballentine Partners in early November.
12/21/2016
Ian Hardacre appointed Chief Investment Officer of Empire Life Investments Inc.
Empire Life Investments Inc. Announced The Appointment Of New Chief Investment Officer
12/21/2016
Ethan Bach to lead National Consulting unit of Baker Tilly in US
In 2002, following the demise of Arthur Anderson, he moved to Baker Tilly Virchow Krause, where he has been working for the past 14 years.
12/20/2016
AxiomSL Appoints Chief Product Officer
This appointment highlights the company’s focus and investment in developing innovative solutions to address the ever changing regulatory and compliance reporting landscape.
12/20/2016
Citi Private Bank Strengthens Investments Team
Kristen Bitterly Michell takes on new role as Head of Investment Counseling for the East Region
12/20/2016
Itau Restructures Investment Bank, Treasury, U.S. Teams
“Since many executives are changing positions we decided to take the opportunity to make some readjustments," Vassimon said.
12/20/2016
Steward Partners And Raymond James Welcomed 40 New Partners In 2016
Banner 2016 for Steward Partners in New Assets, Revenue and Locations; Firm Boasts $2.75 Billion in Recruited New Assets
12/20/2016
Wilmington Trust Expands Capital Markets M&A Team
Wilmington Trust has provided corporate trust services since 1972 through its Global Capital Markets division, and continues to grow its business both in the United States and internationally.
12/19/2016
Bryan Robertson joins U.S. Bank
He teaches individual and corporate income tax courses.
12/19/2016
T2 Tech Group Continues to Boost its Healthcare IT Proficiency with Hire of Paul Conocenti
T2 Tech Group appointed expert healthcare to the position of partner
12/16/2016
Denison CIO Quits for Family Office
A search is underway for a new leader of the $750 million university endowment.
12/16/2016
ExPayPal CEO's wealth management firm to hire in Denver with new credit line
He said at the time that he chose Denver because of its location between the East and West coasts.