11/11/2013
Stanicky has 14 years of experience, and previously covered health care for Canaccord Genuity Group Inc. (CF), Goldman Sachs Group Inc. and Citigroup Global Asset Management.
11/10/2013
BNY Mellon Wealth Management is building out its international team.
11/07/2013
Capital Bank Financial Corp. today announced that Zahid Afzal has been hired as the Company's Chief Technology and Operations Executive. Mr. Afzal joins Capital Bank after more than 27 years with leading global and regional financial services and tec
11/07/2013
In his new role, he will work alongside current Head of Investment Banking Dav Mosby to guide day-to-day management and set the long-term strategic direction for all of
11/06/2013
Marty Flack has more than 30 years of investment and client relationship experience, and is now one of Legacy Trust Family Wealth Offices' newest team members.
11/06/2013
Advocacy Wealth Trust to have direct focus on special needs and settlement planning
11/06/2013
With other recent hires, firm's wealth management unit has more than $5.2 billion
11/06/2013
Nick Lane to serve as Head of U.S. Life & Retirement; Sharon Ritchey to be named Chief Operating Officer
11/05/2013
In his new role, He is responsible for providing comprehensive wealth management advice to high-net-worth individuals, families, entrepreneurs, business owners, foundations and endowments.
11/05/2013
J.P. Morgan Beefs up Wealth Management Team
J.P. Morgan Chase & Co., in its bid to compete in the private banking sector serving high-net worth individuals, has hired an executive director to its growing wealth management team in Nashville.
11/05/2013
JPMorgan's head of security, Tom Higgins, recently left the bank
11/04/2013
Spangler served as chair of the investment funds group at his prior firm. He has worked on a wide range of funds, including hedge funds, private equity funds, venture capital funds and funds of funds.
11/04/2013
In his new role he will provide senior M&A coverage to clients across industries and regions, with a particular focus on clients on the US west coast, the memo said.
11/04/2013
Stephens Inc., the privately held, independent investment bank focused on middle market companies, announced today that it has expanded and enhanced its institutional equity capabilities with the addition of nine sales and trading professionals whose imme
11/04/2013
BlackRock earlier this year retreated with that effort, seeing that customers were slow to warm up to new electronic bond-trading networks
11/03/2013
Goldman earned large fees on a few select deals in Asia in the last year, during which investment banks across the region took on more complex financings and aimed for solo bookrunning offerings rather than depending on the steady volume of equity issuanc
11/03/2013
He joins from a major search firm where he co-led the North American Financial Services Practice and was also the Managing Partner of the Insurance Practice.
11/03/2013
Scotiabank president and CEO Rick Waugh retired last week after 10 years at the helm.
11/03/2013
Scotiabank today announced new appointments to its executive management team.
11/03/2013
Global alternative asset manager The Carlyle Group announced today that Kewsong Lee will join the firm as Deputy Chief Investment Officer for Corporate Private Equity