03/26/2015
Thompson Investment Management, Inc. Announces Promotions
Mr. Thompson will continue to be an active member of the investment research team
People Moves
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
03/23/2015
TD Bank Expands Commercial Real Estate Group in Florida
TD Bank's Commercial Real Estate team focuses on serving the financial needs of high quality
03/23/2015
Wells Fargo Insurance appoints Head of National Cross- Sell Team
Based in Dallas, she will lead the national cross-sell strategy and partner with local insurance teams, national resources and bank leaders to identify opportunities to help Wells Fargo customers manage risk and meet their insurance needs.
03/23/2015
Merrill Lynch hires Morgan Stanley manager
Kremers took over as Merrill Lynch's director for the Desert Inland Empire Complex, overseeing roughly 75 brokers at four branches near Palm Springs, California.
03/20/2015
HHM Wealth Advisors Expands
He has served firms and clients within the investment industry since the mid-1990s.
03/20/2015
Marsh & McLennan Companies Names Ferdinand G. Jahnel Vice President, Treasurer
He will be based at Marsh & McLennan’s corporate headquarters in New York City.
03/20/2015
Signature Bank Names Team for White Plains Office
Mooney had spent a decade at JPMorgan Chase