11/17/2014
First Republic Bank names new CFO
First Republic Bank a leading private bank and wealth management company, today announced that Mike Roffler, Deputy Chief Financial Officer for the past five years, has been named Executive Vice President, Chief Financial Officer effective Jan. 1, 2015.
11/17/2014
He will oversee 13 regional directors and regional consultants responsible for representing Delaware Investments mutual funds and separately managed accounts in their respective territories in the Western United States.
11/14/2014
Mendez is a partner practicing in the New York and Los Angeles offices of Latham & Watkins.
11/14/2014
Credit Suisse's Electronic Fixed-Income Trading Chief Leaves
Sheftel was also head of one of the bank's newest subsidiaries, Wake USA LLC, which it was using to trade U.S. Treasurys, bond futures and other products electronically.
11/14/2014
Highmount Capital Updates Leadership Structure
Highmount Capital LLC announces Steven Hoch as Chief Executive Officer and Maarten van Hengel as Chief Investment Officer.
11/14/2014
TD Wealth Private Client Group announces new COO
Former CEO of Standard Chartered Private Bank, Americas moves up
11/14/2014
Sendero Wealth Management hires new research director
Investment advisory firm Sendero Wealth Management has named Amaury de Barros Conti as their new director of research and strategy.
11/14/2014
SunTrust Robinson Humphrey has added John Rizzuto and Michael Lewis to its Equity Research team to boost coverage of the software and real estate investment trust sectors.
11/14/2014
Mr. Shamieh has more than 28 years of industry experience
11/14/2014
Trousdale and a spokesman for Credit Suisse declined to comment. Taubman could not be reached for comment.
11/13/2014
Goldman Sachs Names 78 Employees as Partners
Goldman’s Latest Partner Class Will Join Some 400 Current Partners
11/13/2014
J. Thomas Wiley Jr. to Become CEO of State Bank and Trust Company
Joe Evans, Chairman and CEO of State Bank Financial Corporation announced today that J. Thomas Wiley Jr. will be named CEO of the company's principal operating subsidiary, State Bank and Trust Company, effective January 1, 2015.
11/13/2014
Lazard investment banking head to become advisor at US Treasury
Antonio Weiss, global head of investment banking at Lazard, will be nominated by President Barack Obama as the U.S. Treasury Department’s top domestic finance official, the White House said in a statement.
11/12/2014
Wells Fargo nets $972M JPMorgan team
The Reed, Gates, Strait Wealth Management group joins Wells Fargo Advisors in Lexington, Ky.
11/12/2014
Canaccord Genuity expands investment banking group
He will be based in Washington, DC and will focus on leveraging Canaccord Genuity's global capabilities to deliver a broad range of investment banking services
11/12/2014
PwC Announces New Tax Leader for Florida
Tax Veteran Brings Twenty-Three Years of Experience to the Role
11/12/2014
Evercore Wealth Management expands team
She joins Evercore Wealth Management from Brandywine Group Advisors, a multifamily office
11/12/2014
BlackRock Inc is reorganizing its sales force and has hired Lee Beck, a former managing director with J.P. Morgan Funds, to oversee sales to wirehouses
11/12/2014
Archvest was founded by investment advisers Eric Lai and John Wenzel, who together had managed $100 million in client assets at their Walnut Creek, California-based firm.
11/11/2014
Deutsche Asset & Wealth Management adds Private Bankers in New York
With over 30 years of industry experience, Kirby joined as a Managing Director and Private Banker