07/03/2015
Bank names Navarria to head business banking unit
Bank of America Merrill Lynch announced that Jane Navarria has been named business banking market executive for the greater Washington, D.C., market.
People Moves
07/02/2015
Focus Financial Adds $1B RIA in Chicago
Also, Raymond James adds a $390 million independent-employee group in Beaufort, S.C., from Wells Fargo
07/02/2015
Tax Attorney Joins Fox Rothschild as Partner
A former Certified Public Accountant (CPA), Benda is a skilled tax attorney who handles tax controversy and income tax planning and compliance matters.
07/02/2015
Jefferies hires automotive aftermarket bankers from BB&T - sources
Green and Carey have been named managing directors and global co-heads of Jefferies' automotive aftermarket investment banking
07/02/2015
JLT hires Aon Risk Solutions exec
Benvenuto holds a B.A. in Economics from the University of Rhode Island.
07/02/2015
PNC Appoints New Director
Wasson has been a director of Verizon Communications Inc. since 2013
07/02/2015
Merrill Lynch scoops up more wealth managers from Barclays
After scooping up 20 brokers from Barclays' U.S. wealth and investment management unit, Merrill Lynch hired three new wealth managers from Barclays.
07/02/2015
Leadership changes announced in the EY Americas Financial Services Organization
More than 9,000 professionals across member firms with 80-plus offices make up the FSO in the Americas
07/01/2015
JPMorgan Hires Energy Banker From Bank of America
He has been named a managing director at JPMorgan
07/01/2015
One of Goldman Sachs' most important M&A execs is leaving the bank
He is leaving Goldman Sachs after spending 15 years as an investment banker there
07/01/2015
Merrill Lynch nabs three more brokers from Barclays
U.S. investment bank Stifel Financial Corp confirmed it would buy Barclays wealth unit earlier this month.
07/01/2015
Leaper Leaves DST, Launches PanoVista.co
Leaper is serving as president of the new company, whose services include big data implementation, data science, data governance, fixed-income attribution, global equity research and collateral management.
07/01/2015
EY promotes 753 new partners worldwide
This year, EY added a record number of women to its ranks of partners, accounting for more than 30% of the promotions and an increase of 33% compared to 2014.
07/01/2015
Oyster Hires Former RBC Capital Markets General Counsel
The move continues Oyster's expansion as a regulatory and compliance leader, enhancing its ability to help broker-dealers, exchanges, and investment advisors respond to increasing SEC and FINRA expectations regarding trading and conduct rules.
07/01/2015
The Private Bank by Nevada State Bank boosts team
The Private Bank by Nevada State Bank has brought veteran private banker Rich Justiana to the team
07/01/2015
Bank of America Merrill Lynch hires Martin Siah to head Asia real estate investment banking and Singapore investment banking
A BAML spokeswoman declined to comment on the appointment.
07/01/2015
Standard Life Investments appoints North America senior investment specialist
Thomas J. Coleman joined Standard Life Investments as North America senior investment specialist
07/01/2015
Caspar Bentinck Joins Sandler O’Neill as Managing Director
Bentinck will provide strategic and financial advice to financial institutions, primarily those located in the Western United States.
07/01/2015
U.S. Bank Wealth Management appoints Jim Kirk as adviser
Kirk joins U.S. Bank Wealth Management from Ameriprise Financial Inc where he was senior manager of wealth consulting service
07/01/2015
Bank of the West Taps Top Exec for Planned UHNW Unit
He will deliver services to ultrahigh-net-worth clients throughout the country. The new service offering is expected to formally launch this fall, the bank said.