07/21/2023
Citizens Financial Group (CFG.N) recently added 50 new senior private bankers and another 100 support staff in Boston, Florida, New York and San Francisco, mostly from First Republic.
07/21/2023
In 2019, Mr. Gatto founded Orient Point Partners, focused on strategic advisory and principal investments in consumer wellness working with corporations, private equity, venture capital firms and founder-led enterprises.
07/21/2023
Mason resides near Lima with her husband, Todd, and has five children and 10 grandchildren.
07/20/2023
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert
07/18/2023
Dan Grabos and Jonathan Gerst to take on augmented roles in M&A.
07/18/2023
He brings more than 30 years of experience in the financial services industry within the Boston area.
07/17/2023
In his new role, Sleightholme will leverage his extensive experience in securities services and financial technology, along with his history of delivering large scale business transformation and his client-centric approach, to continue scaling the Broadri
07/17/2023
Banking and Financial Services Industries Professional Joins the Growing Practice to Support Emerging High Net-Worth and HENRY Clients
07/17/2023
The longtime mergers and acquisitions professional will focus on dealership buy-sell work at Presidio.
07/14/2023
The newly established role focuses on the expansion of Rothschild & Co’s Equity Markets Solutions business in North America
07/14/2023
Advisors Jerry Kanter and Scott Mason are leaving Securian after more than 30 years with the broker/dealer, in the wake of its planned acquisition by Cetera.
07/13/2023
She has also added to the family-oriented atmosphere that is already integrated within Galiano Wealth Management Group.
07/13/2023
Carolyn Armitage, who ran Thrivent's independent advisor platform, was laid off, in addition to four other executives on her team.
07/13/2023
Meanwhile, the firm chases Silicon Valley Bank business by hiring overseas.
07/13/2023
Evamarie is a strategic leader with extensive experience in wealth management and financial services
07/13/2023
The bank hired John China, the president of SVB Capital, to co-lead a commercial-banking unit focused on supporting startups and venture capital-backed firms.
07/12/2023
Experienced investor joins the firm from PIMCO
07/12/2023
Tim Van Slooten comes to the credit union with over 25 years of bank wealth management experience
07/12/2023
In that capacity, he managed a team of economists responsible for U.S. economic forecasts, in addition to publishing research and actively engaging with clients across all revenue-generating platforms within RBC.
07/12/2023
As senior deputy commissioner she will work to oversee and manage all three of these divisions.