06/04/2015
D.A. Davidson Expands Wealth Planning Leadership Team
The new hires come as D.A. Davidson continues to expand financial planning capabilities and services offered to clients.
06/04/2015
T. Rowe Price hired Bank of New York Mellon to provide fund accounting and administration services for all of T. Rowe's $770 billion in assets under management.
06/04/2015
The team of industry professionals who join the Private Equity and Financial Lines Group is comprised of professionals with substantial experience in risk management and consulting practices in the financial services industry
06/04/2015
Family Office expands leadership team
The decision reflects the depth of opportunities in the state and a commitment to bringing in the right level of talent to lead these strategic markets.
06/04/2015
Grant Thornton’s Metro New York and New England managing partner. “He will play a key role in continuing to expand the capabilities of our Audit practice in the Northeast.”
06/04/2015
The purchase came as Samsung embarked on the leadership succession from Samsung Electronics Chairman Lee Kun-hee
06/04/2015
Lawer has worked at First National Bank Alaska since 1974
06/04/2015
She received a Bachelor's degree in International Studies from Miami University, Oxford Ohio.
06/03/2015
They will be based in the firm’s Boston office, focused on advising companies in the software and technology-enabled services sectors.
06/03/2015
Davis is executive director of strategy and organizational development.
06/03/2015
The Berkshire Hathaway CEO has a reputation for being hands off. But he has been increasingly breaking that reputation.
06/03/2015
Deutsche Asset & Wealth Management today announced that Oti Roberts joined the Private Bank as a Managing Director and Senior Private Banker, along with Senior Investment Advisor, Freddy Menjivar, and Associate Banker, Scott Shuffield
06/03/2015
He is fluent in French and Vietnamese.
06/03/2015
Fiduciary Trust Company today announced the appointment of Anne K. Trinque as General Counsel and Corporate Secretary
06/03/2015
Morgan Stanley spokeswoman Christine Jockle confirmed the brokers' departures.
06/02/2015
HSBC Holdings Plc is planning to cut thousands of jobs globally and is set to make an announcement next week, Sky News reported on Monday, citing unidentified sources.
06/02/2015
Former RBC EVP and General Counsel joins Dentons
Prior to joining Dentons he was Executive Vice President and General Counsel at RBC, a position he held from 2000 until April of this year.
06/02/2015
The New York office will support Elian’s fast-growing and comprehensive range of corporate services, including corporate structuring, structured finance and asset finance.
06/02/2015
In addition to serving as chair of Wilshire Consulting's Investment Committee, Foresti chairs Wilshire Associates
06/02/2015
Atlantic Trust announces new senior hires
Prior to joining Atlantic Trust, Lyons was a tax and audit associate at Stevens, Henry & Mathews LLP