05/05/2016
Tara Ferris joins EY as a principal
EY appointed Ferris as a principal in the information reporting and withholding practice of the financial services organization in New York.
People Moves
05/04/2016
Boston Private Wealth undergoes another management change
Peter Raimondi entered a separation agreement with Boston Private Wealth on Monday, under which he has stepped down as president, effectively immediately.
05/04/2016
Citi Private Bank expands Philadelphia team
We are confident that Casey’s appointment will lead to greater growth and expanded market share for the Mid-Atlantic region.
05/04/2016
Citi Private Bank expands Chicago office
He previously held management roles at Credit Suisse including as Northbrook Branch Manager, Central Region Sales Manager and National Training Program Coordinator.
05/03/2016
Former Wells Executive Joins Tiny West Coast Bank
We’re poised to take advantage of his vast experience working in the estate planning sector and providing legal counsel to high- and ultra-high-net-worth individuals, foundations and trusts,” Karas said in a news release.
05/03/2016
Google Fiber Senior Software Engineer Avery Pennarun Joins Board of Pacific & Western Bank of Canada
Mr. Pennarun brings to the Board a wealth of knowledge and experience in information technology.
05/03/2016
Vincent M. Oddo Named President and CEO of Birch Equity Partners
Oddo is a 30-year-plus veteran of the communications industry and has specialized in growing, restructuring and managing wireline, wireless and broadband telecommunications businesses.
05/03/2016
Michael Palm to Join Evercore as a Senior Managing Director in the Industrials Corporate Advisory Practice in Chicago
We are pleased to have a banker with Mike's reputation for providing high quality, independent advice agree to join Evercore, helping us to build on our success in the paper, forest products and packaging area and to augment our capabilities in the i
05/03/2016
Debevoise Names Seven New Partners
Ms. Coyne clerked for the Hon. Maryanne Trump Barry at the District Court level and at the United States Court of Appeals for the Third Circuit.
05/02/2016
SEC Vacates Order Allowing Rattner to Work for Guggenheim
The Securities and Exchange Commission announced the voiding of its earlier decision in an announcement late Friday on its website.
05/02/2016
FTV Makes Bernstein A Managing Partner
FTV Capital, a sector-focused growth equity investment firm, today announced that Brad Bernstein has been named a managing partner.
05/02/2016
RBC Wealth Management names new chief executive officer for USA
He is expected to join RBC this summer.
04/29/2016
Fifth Third hires P&G veteran to lead innovation
It might seem strange for a 158-year-old bank, but the move fits new CEO Greg Carmichael’s strategy of focusing on technology and innovation.
04/29/2016
Faegre Baker Daniels Adds 2 Ex-Fox Rothschild IP Partners
Bialecki regularly represents clients in federal courts on matters related to trade secrets, unfair competition, patents, trademarks, copyrights, trade dress, counterfeiting and deceptive...
04/29/2016
Jefferies restructuring banker Janne to join Rothschild
A request for comment to Rothschild was not immediately returned.
04/29/2016
Cambridge Associates Appoints David Druley Chairman and CEO
Based on his visionary leadership of our pension practice, and more recently our Global Investing Group, I am certain he will lead the firm with a continued, unwavering commitment to our clients and the firm.
04/29/2016
SunTrust hires private wealth team from national bank
As a result of our conversation, I thought that we as a team should sit down with SunTrust and discuss some of the details.
04/29/2016
U.S. Bank names new leader for HNW unit in San Diego
He succeeds John Zygowicz, who retired in late 2015, the Minneapolis-based bank announced this week.
04/28/2016
Morgan Stanley's Chief Admin Officer For Wealth Unit Retires -Memo
Morgan Stanley's chief administrative officer for its wealth management division, Lisa Golia, has retired.
04/28/2016
Bank of America promotes Merrill Lynch executive to lead San Antonio market
The new San Antonio market president for Bank of America has experience leading more than 160 financial advisers across nine offices in Texas and Arizona who collectively managed about $19 billion in client assets during his tenure at Merrill Lynch