02/20/2015
U.S. Bank names Taskeen Pagany as private banker
The Private Client Reserve provides comprehensive wealth management services to individuals and families with $3 million or more in net worth.
People Moves
02/20/2015
Raymond James hires brokers in Chicago who managed $500 mln
William Blair is a boutique financial services firm with around 80 financial advisers in its private wealth management division
02/20/2015
Top RBC selector quits to join newly-created consultancy unit
The head of equity fund selection for RBC Wealth Management's discretionary units, Marco Galvan, has left the company
02/20/2015
Citigroup’s Consumer Banking Head to Retire in June
Manuel Medina-Mora to stay on as nonexecutive chairman of Banamex
02/19/2015
J.P. Morgan Securities hires eight advisers since fall
In November, Robert Douglass and Martha Elizabeth Kytle joined J.P. Morgan in Atlanta, Georgia, from Credit Suisse Securities
02/19/2015
Legg Mason hires 2 away from Vanguard as it eyes ETFs
The hires announced Wednesday are about preparing it to expand in an ETF investment market
02/19/2015
Perella Weinberg Fires Four Bankers on Restructuring Team
Other Perella employees could also exit for the new firm
02/19/2015
UMB names new St. Louis head of wealth management
Klevorn has a bachelor's degree from Benedictine College in Atchison, Kansas
02/19/2015
SunTrust names new regional president
Phillip Avant has been named to the newly defined position of president of SunTrust Banks Inc.’s central Virginia market
02/18/2015
Private equity arm of Franklin Templeton appoints marketing and investor relations MD
He brings a wealth of successful fundraising experience and has close investor relationships developed over his 20 years in the industry
02/18/2015
Deutsche Bank announes three appointments within the Technology & Operations group
As previously announced, the Bank is hiring 500 employees in the US across various control functions
02/18/2015
Regions Bank Names Regional Wealth Executive
Regions Bank has appointed Brendan Freeman as the company’s regional wealth executive for Mid-America
02/18/2015
PineBridge Investments Appoints Global Head of Equities
He is based in New York and reports to PineBridge's Chief Executive Officer, David Jiang.
02/18/2015
Deutsche Asset & Wealth Management Adds Senior Market Head to Cover Latin America
Deutsche Asset & Wealth Management (Deutsche AWM) today announced that Santiago Trigo has joined the Bank as a Managing Director and Market Head for the combined region of Southern Cone and Andean
02/17/2015
DeChellis joins Israeli venture firm as president
The Israeli company was founded by American-born entrepreneur Jon Medved. Its chairman, Steven Blumgart, was the former codirector of Glencore International Plc's aluminum division.
02/17/2015
First National Denver bank's parent names CEO
Asbury most recently was senior executive VP and head of the Business Services Group at Regions Financial Corp.
02/17/2015
BofA Merrill adds Abe as chief Japan equity strategist
When he starts work on April 2, he will report to Eiichi Katayama, head of Japan research at BofA Merrill.
02/17/2015
Citi Board Elects Peter Blair Henry to Board of Directors
Dr. Henry holds a Doctor of Philosophy degree from the Massachusetts Institute of Technology
02/17/2015
Banking vet leads firm’s Richmond debut
A veteran of the local investment banking scene has been tapped to lead a Chicago financial firm’s first push into Richmond.
02/17/2015
Hovde Group Deepens Southeast/Carolinas Investment Banking Coverage with Addition of Michael Corso as Director; Opens New Atlanta, GA Office
Mr. Corso will be based in Charlotte, North Carolina and will provide transaction sourcing and execution