04/20/2015
BNY Mellon appoints Chief Auditor
She joins BNY Mellon from American International Group
People Moves
04/17/2015
CEO of Cantor's wealth unit to depart
He helped build Cantor Fitzgerald Wealth Partners
04/17/2015
Clinton to name former financial regulator as CFO
Bloomberg cited in its report an unnamed Democrat familiar with the decision
04/16/2015
Ken Fisher plans to step down as CEO of firm
Billionaire behind Fisher Investments has discussed his intentions for years, but succession plan isn't clear
04/16/2015
BNY Mellon names 3 wealth directors
Financial group Bank of New York Mellon Corp has appointed Scott Strochak and Natalie Oh as senior wealth directors
04/16/2015
Relationship Science Names Jon Robson CEO, Raises $31 Million
Startup backed by some of Wall Street’s biggest names seeks faster growth
04/16/2015
Fidelity Bank promotes four
Fidelity Bank has promoted four of its commercial lending professionals
04/16/2015
Ben Bernanke is joining a hedge fund as a senior adviser
Ben Bernanke, former chairman of the U.S. Federal Reserve, will become a senior adviser to hedge fund Citadel Investment Group
04/16/2015
Former Wal-Mart CEO Joins Carlyle Group
Carlyle Group LP has enlisted former Wal-Mart Stores Inc. Chief Executive Mike Duke to join the stable of executives the private-equity firm taps to help it find and vet deals and steer the companies it owns.
04/16/2015
iCapital Network Grows Business Development Team with New Senior Hires
Melissa Iagulli joins iCapital with over a decade of experience conducting advanced financial analysis
04/15/2015
Patrick Long Rejoins KBW's Depository Investment Banking Group
Patrick has extensive experience as a senior banker
04/15/2015
Boston Private plans to be a distinctive Wealth Management, Trust and Private Banking organization
These changes will align more directly the Boston Private executive team with execution of the Company’s plan to become nationally recognized as a distinctive Wealth Management, Trust and Private Banking organization.
04/15/2015
Banking Veteran to Join PacWest as CFO
PacWest Bancorp in Los Angeles announced Tuesday that Chief Financial Officer Victor Santoro plans to retire from the post this summer
04/15/2015
RidgeWorth hires Sovereign Wealth MD
Working in concert with RidgeWorth Investments' existing institutional sales and client service team in the United States, Shah will focus on the marketing of RidgeWorth's entire product suite to Sovereign Wealth entities and Central Banks in Eu
04/14/2015
Citigroup Shuffles Top Ranks
Citigroup’s head of Asia Pacific Stephen Bird is moving to New York to be head of the US bank consumer globally
04/14/2015
Former President of Fidelity Investments Private Wealth Joins Financial Recovery Technologies
Earlier in his career, David served as Vice Chairman of Mellon Financial and President of Mellon's Private Wealth Management group where he led Mellon's private client services.
04/14/2015
Mizuho Securities USA Continues Build Out of US Equity Research Team
Mizuho Securities USA , the U.S. investment banking subsidiary of Mizuho Financial Group MFG, has appointed two senior officers to its US Internet and Interactive Gaming research team
04/14/2015
BMO Capital Markets Mining Analysts Leave Bank
Haughton and Robson covered precious metals and base metals
04/13/2015
Cantor Fitzgerald expands Asset Management business
He will focus on assisting asset owners with monitoring, measuring and managing risk holistically across mandates, geographies and asset classes.
04/13/2015
Odgers Berndtson Names new Partner in New York Financial Services Practice
She currently serves as a Trustee and Executive Board member of the Boys and Girls Club of Greenwich.