04/20/2015
He returned in February 2011 and assumed the role of Chief Financial Officer. Prior to rejoining us, he was the Chief Financial Officer of Commonwealth Management Partners, LLP, a privately-held investment management company.
04/20/2015
Ed Moriarty, head of Morgan Stanley's merchant banking and real estate business, has taken on the additional role of overseeing alternative investments and managed futures
04/20/2015
Stressing continuity, they seek bigger footprint in U.S., Europe
04/20/2015
Leo Svoboda will be joining NYC-based hedge fund Penso Advisors in May
04/20/2015
BNY Mellon appoints Chief Auditor
She joins BNY Mellon from American International Group
04/17/2015
CEO of Cantor's wealth unit to depart
He helped build Cantor Fitzgerald Wealth Partners
04/17/2015
Bloomberg cited in its report an unnamed Democrat familiar with the decision
04/16/2015
Billionaire behind Fisher Investments has discussed his intentions for years, but succession plan isn't clear
04/16/2015
Financial group Bank of New York Mellon Corp has appointed Scott Strochak and Natalie Oh as senior wealth directors
04/16/2015
Startup backed by some of Wall Street’s biggest names seeks faster growth
04/16/2015
Fidelity Bank has promoted four of its commercial lending professionals
04/16/2015
Ben Bernanke, former chairman of the U.S. Federal Reserve, will become a senior adviser to hedge fund Citadel Investment Group
04/16/2015
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
Melissa Iagulli joins iCapital with over a decade of experience conducting advanced financial analysis
04/15/2015
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
PacWest Bancorp in Los Angeles announced Tuesday that Chief Financial Officer Victor Santoro plans to retire from the post this summer
04/15/2015
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’s head of Asia Pacific Stephen Bird is moving to New York to be head of the US bank consumer globally
04/14/2015
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.