09/15/2013
joins Geller & Company from Harris myCFO, the multifamily-office unit of BMO Private Bank and one of the nation's leading integrated wealth management and independent investment advisory firms for high-net-worth individuals and families.
09/12/2013
The bank is undergoing a major cost-cutting overhaul.
09/12/2013
Baker Boyer Bank in Walla Walla, Wash., has promoted its wealth management division manager to president and chief investment officer.
09/10/2013
He previously worked at Bear Stearns Cos. and JPMorgan Chase & Co., the records show.
09/10/2013
Polygon Global Partners has hired Doug Ross to lead the $10 billion multi-asset manager’s North American business development efforts.
09/10/2013
Della Sala brings more than 25 years of transaction banking experience with extensive knowledge of global corporate trust, entity management, and hedge fund administration.
09/09/2013
Nicholas Smithie to join EGA as Chief Investment Strategist; Marc Zeitoun has joined the firm as Chief Product and Marketing Officer
09/09/2013
He is responsible for providing investment advisory services to the firm's institutional and high-net-worth clients.
09/09/2013
He joins a growing team of advisory professionals covering the sector globally.
09/08/2013
He has been named a partner at Finisterre Capital, the USD1.6bn long/short emerging market total return specialist.
09/08/2013
Merrill generally requires its private banking clients to have investable assets of at least $5 million.
09/08/2013
Cross will play a key role in helping develop new relationships with our clients and creating new business opportunities for the firm.
09/08/2013
As CEO, He will devote 100 percent of his time to leading clearXchange.
09/08/2013
Bank of America Corp., the second-largest U.S. lender, will eliminate about 2,100 jobs and shutter 16 mortgage offices as rising interest rates weaken loan demand
09/07/2013
Martin Steele was appointed president and CEO of The Bank of Washington, based in Lynnwood.
09/05/2013
Sterne Agee has announced it is expanding its financial technology investment bank franchise.
09/04/2013
The team specializes in serving corporate executives, legal professionals and entrepreneurial business owners, and they will continue to focus on these initiatives at SignatureFD.
09/04/2013
Advisers Chris Rogers, Steve Guthrie, Dana Ricker and David Mitchell moved to Raymond James in late June from Morgan Stanley
09/04/2013
UBS Wealth Management Americas, a division of UBS AG, announced that Jonathan Brooks has joined the firm as a Sales Director to support new business development initiatives in the equity compensation services division.
09/03/2013
Prior to U.S. Trust, Quattrucci had been with BNY Mellon for 17 years in a number of portfolio management leadership roles.