03/23/2017
Ex-Bank of America MD quits trading platform after less than a year
Grillo left Bank of America in April last year.
People Moves
03/22/2017
Northern Trust Announces Paul S. Lee Elected Fellow of the American College of Trust & Estate Counsel
His election as an ACTEC Fellow is an honor and affirms the value that he consistently contributes to the field of trust and estates and to Northern Trust’s clients.
03/22/2017
JPMorgan Chase names new head of business banking
The CEO of consumer and community banking at the New York company.
03/22/2017
OppenheimerFunds Names Key Hire for its Beta Solutions Leadership Team
David Mazza Joins OppenheimerFunds as Head of Investment Marketing and ETF Specialists
03/22/2017
Merrill Lynch Director Leaves To Start Advisory Firm With Dynasty
The wirehouse team wanted to get ahead of a technology curve the industry is facing.
03/22/2017
Reed Smith Expands Corporate Practice in San Francisco
He works with private and public companies on equity and debt financings, mergers and acquisitions and general business issues.
03/22/2017
Bronfman E. L. Rothschild appoints Director of Wealth Management
Napoli joins the firm with over 20 years of financial experience.
03/21/2017
NEPC Continues Rapid Growth of Private Wealth Business Group with Three Senior Hires
NEPC’s Private Wealth Group currently provides a wide range of high-touch services to ultra high net-worth individuals and family offices
03/21/2017
UBS Wealth Americas Slashed New Broker Hires by 54% in 2016
A former UBS Wealth recruiter who now runs his own search firm.
03/21/2017
Bank of America Hires Top Banker Away From Morgan Stanley
Mr. Bischof was previously co-head of Morgan Stanley’s financial institutions banking practice, where he served as a longtime deal maker for big insurance firms.
03/21/2017
Baker McKenzie elects new North America Managing Partner
A senior member of the firm's North America Litigation and Government Enforcement Practice, Colin has represented global and local clients in complex business disputes
03/20/2017
Skala to run BTIG's transition management division
The firm focuses on institutional trading, investment banking, research and brokerage.
03/20/2017
Fidelity Southern names new CEO for its bank
Fidelity Southern in Atlanta will soon have a new bank CEO.
03/20/2017
U.S Trust Announces New Hires
U.S. Trust has announced that it has made the following new hires in the month of February
03/17/2017
JPMorgan Chase names new head of retail brokerage
Had set a goal of growing the firm's adviser base to roughly 650 advisers by around 2016.
03/17/2017
Bruderman Strengthens Private Wealth Services, Names Stephanie Torosian Managing Director
All of these things became blended together and you really need to comprehend them all very well.
03/17/2017
Another senior tech exit at Bank of America Merrill Lynch
She was also a managing director in technology at Barclays investment bank.
03/17/2017
Stout Welcomes New Senior Advisor to Investment Banking Group
Stout Risius Ross, Inc., announced it's new senior adviser
03/16/2017
Trump hires yet another Goldman Sachs banker
Who has been nominated to the No. 2 position at the Treasury Department.
03/16/2017
Veteran Director of Operations Joins VisionQuest Wealth
As a high-growth, fast-paced advisory firm.