03/27/2015
Premier multi-family 0ffice boosts team
He will initiate targeted strategic acquisitions, from due diligence to post-merger integration
People Moves
03/27/2015
iCapital Network Hires Respected Author and Private Wealth Strategist
She brings more than two decades of experience as a marketer, author, media personality, family office consultant, and highly-regarded private wealth strategist, making her the ideal candidate to help bring iCapital Network’s state-of-the-art platfo
03/27/2015
Bank of the West hires new top executive to boost tech lending
Prior to joining Bank of the West, Merkle-Raymond worked for more than two decades at Bank of America Merrill Lynch
03/27/2015
Bank of America Corp Defends Naming CEO As Chairman
The bank has received criticism over allotting CEO, Bryan Moynihan the title of chairman
03/26/2015
O'Shaughnessy Asset Management Expands Portfolio Management Team, Boosts Employee Ownership of Firm
The firm also has appointed industry veteran Matt Waz to head up its new West Coast office
03/26/2015
Citizens Financial Group Names Donald H. McCree Vice Chairman and Head of Commercial Banking
31-year JPMorgan Chase veteran to head Citizens Commercial Banking effective Sept. 1, 2015
03/26/2015
Thompson Investment Management, Inc. Announces Promotions
Mr. Thompson will continue to be an active member of the investment research team
03/26/2015
Bank of America Shuffles Technology & Operations Leaders
Bank of America Corp.’s technology and operations team is changing some top roles
03/26/2015
Google Turns to Wall Street for New Finance Chief
Its stock lagging and investors grumbling, Google Inc. reached out to Wall Street, hiring Morgan Stanley's Ruth Porat as its new finance chief
03/25/2015
Former Fed Official Stein Brings Credit Bubble Expertise To Hedge Fund
He said central bankers should place greater emphasis on financial stability
03/25/2015
Morgan Stanley nurtures new brood of bankers in CEO succession plan
Morgan Stanley bid adieu to another senior executive who was thought to be on a list of potential successors to Chief Executive Officer James Gorman
03/25/2015
Head of Summit Financial Resources named the firm's 2014 Leading Financial Advisor
He specializes in providing clients with a range of services, including investment management, retirement, insurance, tax and estate planning.
03/24/2015
UBS Wealth Management Americas announces new regional directors
Locicero reported directly to Chandler when he first joined UBS.
03/24/2015
Former Amper, Poliziner & Mattia CEO joins Wells Fargo
He is a former managing partner and CEO of Amper, Poliziner & Mattia LLP
03/24/2015
Arlington Asset Investment Corp. Welcomes New CFO
He succeeds Kurt R. Harrington, age 62, who is retiring after serving as the Company's CFO for the last fifteen years. To assist with the transition, Mr. Harrington will remain an employee of the Company until April 30, 2015.
03/24/2015
Wall Street's most powerful woman jumps to Google
She will join Google on May 26, the company said in a blog post.
03/24/2015
Piper Jaffray boosts team
Piper Jaffray continues to actively seek opportunities to grow its business in 2015 and beyond.
03/23/2015
Cathay Bank Appoints New President And Chief Operating Officer
Mr. Tai joined Cathay Bank in 1999 as the General Manager of New York Region
03/23/2015
Botkin Family Wealth Management launches
A team of advisers has left Morgan Stanley to launch Botkin Family Wealth Management, an independent financial planning and investment firm.
03/23/2015
BofA names head of South Africa investment banking
A spokesperson for Bank of America Merrill Lynch confirmed the contents of the memo