11/13/2014
Joe Evans, Chairman and CEO of State Bank Financial Corporation announced today that J. Thomas Wiley Jr. will be named CEO of the company's principal operating subsidiary, State Bank and Trust Company, effective January 1, 2015.
11/13/2014
Antonio Weiss, global head of investment banking at Lazard, will be nominated by President Barack Obama as the U.S. Treasury Department’s top domestic finance official, the White House said in a statement.
11/12/2014
The Reed, Gates, Strait Wealth Management group joins Wells Fargo Advisors in Lexington, Ky.
11/12/2014
BlackRock Inc is reorganizing its sales force and has hired Lee Beck, a former managing director with J.P. Morgan Funds, to oversee sales to wirehouses
11/12/2014
Archvest was founded by investment advisers Eric Lai and John Wenzel, who together had managed $100 million in client assets at their Walnut Creek, California-based firm.
11/11/2014
The team, which focuses on high-net-worth clients, managed more than $972 million in combined assets and deposits and had $5.95 million in revenue, a Wells Fargo spokeswoman said.
11/07/2014
He was Managing Director at U.S. Trust, Bank of America Private Wealth Management, where he served as a Private Client Advisor.