10/29/2013
Lazard Capital Markets LLC, the closely held brokerage controlled by current and former Lazard Ltd. employees, said Chief Executive Officer William Buchanan resigned after the firm completed its strategic review.
10/28/2013
She brings outstanding leadership credentials to the role, including her current position as managing director, Heartland market executive, for Merrill Lynch U.S. Wealth Management.
10/28/2013
Castaldo, who worked at Citigroup Inc. before joining Bank of America in 2006, helped advise Apache Corp. on its $7 billion purchase of assets from BP Plc in 2010.
10/27/2013
As chief executive of Chase Wealth Management he will oversee about 3,000 financial advisers at the company's 5,600 branches that oversee $179 billion of assets.
10/24/2013
New director of business strategy for The Private Client Reserve of U.S. Bank, which serves high-net-worth individuals, families and foundations.
10/23/2013
OppenheimerFunds has enhanced its capabilities across key marketing disciplines including brand marketing, market planning and strategy, and product development with the addition of three senior hires.
10/22/2013
She will be responsible for implementing the organization's global wealth management programs and sophisticated investment alternative strategies to high net worth individuals, foundations, corporations and not-for-profit organizations.
10/22/2013
Wells Fargo & Co, the largest U.S. mortgage lender, elected James H. Quigley to the company’s board, bringing the number of members to 15.
10/22/2013
He will work closely with Evercore's industry, product and geographic teams, and with the more than fifty bankers currently working in Mexico and Brazil.
10/21/2013
He also held senior roles in portfolio management, sales, trading and risk management at other leading financial firms.