02/06/2014
Wilmington Trust boosts Family Wealth team
He will be primarily responsible for introducing affluent clients nationally to Wilmington Trust’s integrated family wealth services.
02/06/2014
Top Goldman Sachs Forex Trader Exiting Bank
Senior Goldman Sachs forex trader Steven Cho is leaving the US investment banking giant.
02/06/2014
He will retire at the end of March, The Wall Street Journal reports.
02/06/2014
Barry Salzberg, CEO of Deloitte Touche Tohmatsu Limited, has been elected to the Board of Directors of New Profit Inc., a pioneering venture philanthropy and social innovation organization.
02/06/2014
In their new leadership roles, They will be instrumental in our continued delivery of flexible and innovative treasury services capabilities to clients around the globe
02/05/2014
This new regional position is created in a move to foster greater development of its investment banking business in the Americas.
02/05/2014
Sikich Investment Banking and Wealth Management appoints new COO
He is now responsible for the regulatory elements of the Investment Bank at a firm that has expanded to employ nearly 600 people with 14 service lines
02/05/2014
He works closely with clients and their advisors to develop financial strategies designed to help clients meet their current needs and plan for their long-term objectives.
02/05/2014
Top Exec Leaves Big RIA
An increasing number of large firms are bringing in outside professionals to run the business -- but a recent, high-profile split illustrates the strategy's risks.
02/04/2014
Ex-Deutsche Bank Oil Analyst Jumps to Wolfe Research
His initial focus will be on major oil producers and U.S. refiners before expanding into exploration and production, and oilfield services.
02/04/2014
New York based boutique investment bank expands team
Patrick was one of the co-founders of the First National Bank of New York and worked extensively on raising capital, recruiting staff, board members, and securing regulatory approval for its acquisition of Madison National Bank.
02/04/2014
He will be instrumental in fostering new relationships with institutional investors and helping us think critically about how we should continue to grow our firm.”
02/03/2014
U.S. Bank Wealth Management expands Private Client Reserve team
He was formerly employed with Union Bank.
02/03/2014
Peters left last year as chief cross-asset strategist at Morgan Stanley.
02/03/2014
RBC Wealth Management hires two advisers from Merrill Lynch
RBC Wealth Management operates as a unit of RBC Capital Markets LLC.
02/03/2014
Hagedorn, who remains a vice chairman of UMB Financial, gained the new titles from two others at the Kansas City-based banking company.
02/03/2014
RBC Wealth Management operates as a unit of RBC Capital Markets LLC.
02/03/2014
She replaces Kevin Rafferty, who has been promoted to the new position of regional president of Texas for the Lafayette, La.-based bank
01/31/2014
BNP Paribas Corporate and Investment Banking announced today the appointments of two managing directors to further enhance its Merchant Banking Group in the Americas and better service its clients.
01/31/2014
United Advisors appoints managing partner of Private Client Group
Formerly of Morgan Stanley, Hughes was the branch manager of the $2 billion in assets office in Great Neck.