05/05/2015
Former BofA Energy Banker to Join Evercore
Evercore Partners Inc. has hired former Bank of America Merrill Lynch co-head of global energy and power investment banking Laurie Coben
People Moves
05/05/2015
BAML hires Cormier from Deutsche Bank
Cormier starts at BAML in August, reporting to JD Moriarty, head of Americas equity capital markets.
05/05/2015
First Foundation Bank Appoints President
He has more than 25 years of banking and investment management experience. He was most recently at Umpqua Bank, where he served as Executive Vice President. Prior to Sterling’s acquisition of Umpqua, Mr. DePillo served in several management roles wi
05/05/2015
Arthur J. Gallagher & Co. Hires New Chief Information Officer
He spent the last 14 years with Guggenheim Partners LLC
05/05/2015
Worldwide leader in fund governance expands NY office
He will lead DMS North and South American operations, directing global business development strategy and advising on hedge funds and other alternative investments, structuring and business solutions for offshore funds.
05/05/2015
Citi appoints president
He has previously served as CEO of Citigroup's legacy securities and banking business in ICG, head of global markets and numerous other roles at Citi.
05/05/2015
Bank of America fires two Merrill Lynch brokers
The terminations were first reported by the industry website AdvisorHUB.com on Saturday.
05/05/2015
UBS' head of wealth management to retire
Industry vet who helped engineer a turnaround in wirehouse's brokerage will be replaced by Brian Hull
05/04/2015
Jupiter Fund Management announces directorate change
Bridget is currently President and Chief Executive Officer of First Eagle Investment Management, a privately owned US asset management firm with AUM of approximately $100bn in the retail and institutional markets.
05/04/2015
Mittleman Brothers appoints new Chief Compliance Officer
She replaces Shannon Brown as Chief Compliance Officer, who resigned from the company earlier this year to devote herself full-time to her family.
05/04/2015
Wells Fargo Corporate Banking appoints new head
He has led the Wells Fargo Energy Group within Corporate Banking since 2006.
05/01/2015
Comerica names new president
Longtime banking executive Curtis C. Farmer has been named president of Dallas-based Comerica Inc. and Comerica Bank
05/01/2015
OneWest appoints head of private banking
A Merrill Lynch executive responsible for the brokerage’s structured lending products has resigned to join regional bank OneWest Bank NA
05/01/2015
Morgan Stanley picks new co-heads for physical oil business-memo
Morgan Stanley has named two new co-heads of a physical oil trading business it plans to sell, according to an internal memo
05/01/2015
U.S. Trust’s investment management boosts team
He’s been with the Bank of America organization since 1998. In his new role he oversees the U.S. Trust offices in Greenwich, Hartford, New Haven, Stamford, West Hartford, Westport, Albany and Rochester.
04/30/2015
Frontier Wealth Lands 4 UBS Brokers Who Managed $750 Million
The team gives Kansas City, Missouri-based Frontier a big boost.
04/30/2015
Curtis C. Farmer takes reins as Comerica president
Ralph W. Babb Jr. was president, but he is passing the designation to Farmer.
04/30/2015
Bernanke joins Pimco
Ben Bernanke, former chairman of the U.S. Federal Reserve, will become a senior adviser to hedge fund Citadel Investment Group
04/30/2015
Everingham & Kerr boosts team
She has a diverse background in wealth management, operations, and private equity.
04/30/2015
Maitland expanding in to US market
The move is part of Maitland’s growth strategy, and comes after it acquired 100 percent of UK-based Phoenix Fund Services.