03/12/2015
RMB Wealth Management Promotes two execs to Partner
He leads a team of wealth advisors and client associates, while also developing relationships and providing personalized planning and investment recommendations to clients.
03/12/2015
Dan Thome has more than 30 years of investment banking and advisory experience
03/12/2015
The Private Risk Management Association is pleased to announce industry veteran Lisa Lindsay has been appointed to Executive Director
03/12/2015
Nelson Peltz’s Trian Partners is rebuffing a request by fellow activist Marcato Asset Management to remove Bank of New York Mellon Chief Executive Gerald Hassell from his job, the FOX Business Network has learned.
03/11/2015
Barclays appoints managing director in Los Angeles
His previous employers include Bank of America Corp's Merrill Lynch unit and Credit Suisse Private Banking
03/11/2015
Principal Global Investors Announces New ETF Managing Director
Previously, Kim was a senior vice president and ETF product manager at PIMCO’s Newport Beach, Calif., office.
03/11/2015
UBS Hires 15 Energy Bankers From Bank of Montreal’s Houston Team
Megan Stinson, a UBS spokeswoman, declined to comment
03/11/2015
Integrated Wealth Management Continues their Growth
These additions to Integrated Wealth Management further highlight the change in the financial services industry
03/11/2015
boutique wealth management firm boosts team
He earned his Bachelor of Science degree in Applied Mathematics and Economics from Brown University
03/11/2015
The Bank is becoming more and more recognized throughout the banking community
03/11/2015
Wilmington Trust hired Michele Ahwash and David Ford as senior relationship managers
03/10/2015
UBS financial adviser with $500M practice takes team to Merrill Lynch
Debbs and his team have more than $500 million in client assets under management and specialize in serving corporate executives and ultra-wealthy individuals.
03/10/2015
U.S. Bank appoints two private bankers
She has also held roles with GE Healthcare Financial Services and Financial Institution Marketing Company
03/10/2015
Northern Trust Announces New Director Appointment
He serves on the Board of Trustees of Northwestern Memorial Hospital and Purdue University
03/10/2015
Clayton, Dubilier & Rice appoints COO from PricewaterhouseCoopers
She is a 22-year veteran and former partner of PricewaterhouseCoopers
03/10/2015
Raymond James Financial Inc.'s traditional full-service brokerage arm has recruited two Morgan Stanley financial advisers
03/10/2015
Dan also expressed his full confidence in the leadership of Kevin Charleston and Jae Park
03/10/2015
Ray joined the industry in 1996, starting work at Prudential. He had been at Morgan since 2008
03/10/2015
Shares of Pine plunged at the start of the year on concern over the lender's exposure to companies linked to a corruption scandal
03/10/2015
André most recently served as President of Krauter & Company LLC where he managed the day-to-day operations of the firm