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
It is critical to provide our affiliated firms with systems and technology that is intuitive, reliable and allows them to spend more time with their client
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.
10/28/2013
Crédit Agricole CIB Names Head of Financial Institutions Group in the Americas
10/27/2013
He has been deeply involved in helping build The Private Client Reserve and brings strong depth of knowledge and a passion for the wealth management business.
10/27/2013
John Hancock Investments announced that it recently hired three new managing directors on its Institutional team.
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.
10/27/2013
Former SEC Enforcer Joins KPMG
He was responsible for oversight of the division's accounting and auditing-related investigations.
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
Steve is a seasoned and prolific recruiter who will be a great ambassador for Capstone Financial Group
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
Barclays Wealth boosts Florida team
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
Deutsche Bank has tapped a former Barclays Plc financial services banker to be co-head of its global insurance group
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
Over five years the UK fund has returned 105% versus an 87% rise in the Russell 2,000 index.
10/21/2013
Jefferies Group Inc has hired Citigroup banker Tom Mazzucco as managing director and head of Internet investment banking,
10/21/2013
Established retained executive search professional and family office consultant Lisa Ryan has joined Chicago-based Mack International LLC,
10/21/2013
He also held senior roles in portfolio management, sales, trading and risk management at other leading financial firms.
10/21/2013
Our success as a business is built on a tireless dedication to executing the fundamentals of a general insurance company