09/24/2014
P&G vice chairman joins private equity firm
At Advent, Geissler will work with the retail, consumer and leisure team to identify attractive investment opportunities.
09/24/2014
At Advent, Geissler will work with the retail, consumer and leisure team to identify attractive investment opportunities.
09/24/2014
Mr. Tanious is a frequent guest on CNBC, Bloomberg, and PBS Nightly Business Report.
09/24/2014
Performance Trust Hires former Credit Suisse exec For Investment Banking Group
I’m excited to be part of Performance Trust’s expanding investment banking presence in the dynamic market of depository institutions
09/23/2014
Wilmington Trust appoints Group Vice President in Global Capital Markets
He will be based in Wilmington Trust’s New York City office starting Oct. 14.
09/23/2014
Citi Private Bank names new North America head
She has also worked at Wells Fargo Private Bank, Toyo Trust & Banking Co and U.S. Trust, Bank of America Private Wealth Management.
09/23/2014
"He will play a key part in our growth in this new position with his valuable insights into the real estate and development business."
09/23/2014
ACE Group has announced new executive appointments in its high net worth personal lines insurance business
09/23/2014
implement global asset allocation and a subsidiary of the Charles Schwab Corporation.
09/23/2014
Daly brings to his role more than 15 years of investment expertise in working with institutional investors of all sizes and markets on their alternative investment strategies.
09/21/2014
Goldman Sachs Group Inc has promoted Gary Rapp to head of U.S. investment grade trading
09/21/2014
Merrill Lynch fired two veteran brokers from its Private Banking and Investment Group two weeks ago for guiding clients to invest in a hedge fund outside of the brokerage firm.
09/19/2014
A handful of longtime traders for Steven A. Cohen have left his firm
09/19/2014
Senior rainmaker’s exit causes stir at Bank of America
The sudden timing and lack of information surrounding Noujaim's plans, and the concern that he may take key clients with him to a new firm
09/19/2014
Jim Burns, Deputy Director of Trading and Markets, to Leave SEC
He previously served as a clerk on the U.S. Court of Appeals for the Fourth Circuit.
09/18/2014
Morgan Stanley appoints wealth management exec to be chief marketing officer
Mandell Crawley’s former responsibilities will be distributed to other personnel
09/18/2014
Earlier this month, Morgan plucked another multi-billion-dollar team from Merrill
09/18/2014
Wells Fargo hires 7 advisers with $1.38 bln in assets
Lee Dubinsky also joined in Melville, New York on Sept. 12 from UBS
09/18/2014
Washington Wealth Management Announces Addition Of Two Successful Former Wirehouse Advisors In Salt Lake City, Utah
Martucci Adams Wealth Advisors provides a wide range of financial solutions to high net worth individuals and their families
09/18/2014
Janney Montgomery Scott boosts WM team
He is now a member of The Nehrbas Group, one of Janney’s top-producing teams with almost $500 million in assets under management.
09/17/2014
Wells Fargo & Co said it has appointed two people from within the company in its consumer lending group.