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
People Moves
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.
12/16/2016
Norwest Equity Partners promotes Moore, Sondell to principal
He was involved in a wide range of investment banking assignments, including M&A, public offerings and private financings.
12/16/2016
Raymond James Adds 2 Teams
Meanwhile, LPL Financial attracts affiliated advisors from rival IBDs, as RBC hires advisor with long career at Merrill Lynch
12/15/2016
Wilmington Trust Expands Capital Markets M&A Team
The hires are part of Wilmington Trust growth strategy for its M&A escrow and paying agent practice.
12/15/2016
Cherry Bekaert Wealth Management Expands Practice into South Florida
She joins the Firm after serving in similar capacities for Fortune 500 companies.
12/15/2016
Mizuho Announces Senior Technology Corporate and Investment Banking Appointments
Mizuho also recently expanded its San Francisco presence with a new office in the Financial District that combined corporate banking, investment banking, equity and fixed income sales, trading, research and its FinTech incubation team.
12/15/2016
Sila Yavuz Jumps from Pekin & Bayar to Esin Attorney Partnership
Her work has also been recognized in Legal 500 and Who's Who Legal.
12/14/2016
Meet Exxon's Multimillionaire CEO, Trump's Pick For Secretary Of State
The choice is likely to rouse critics on Capitol Hill from both sides of the aisle.
12/14/2016
Patterson Belknap Announces Three New Partners and Two Counsel
Mr. Faridi received the New York State Bar Association’s 2014 Outstanding Young Lawyer Award
12/14/2016
Goldman Sachs Names David Solomon, Harvey Schwartz to Succeed Gary Cohn
Goldman Sachs also names R. Martin Chavez as chief financial officer
12/13/2016
Stan Shipley, CFA, Joins STMM Family Office, LLC, As President & CEO Of The Firm
He has served in leadership positions in international banking, wealth management, capital markets and corporate investment banking.
12/13/2016
U.S. Bank Names Gunjan Kedia Vice Chairman of Wealth Management & Securities Services
She has also held leadership roles at Bank of New York Mellon, where she served as an executive vice president and led the global product management function for their global asset servicing business.
12/13/2016
Navtej Bhullar Joins Lazard Middle Market as a Managing Director in Healthcare
New Healthcare Managing Director for Lazard Middle Market
12/12/2016
Enforcement Director Andrew J. Ceresney to Leave SEC
The Securities and Exchange Commission today announced that Enforcement Director will leave the agency by the end of the year
12/12/2016
EP Wealth Advisors boosts team
Kinney acted as a financial advisor for Fidelity Investments and was a financial consultant at Strong Investments in Chicago.