09/14/2011
Eastern Bank wealth management head resigned
Eastern Bank wealth management head resigned
People Moves
09/13/2011
Bank of America to Slash 30,000 Jobs in Cost-Cutting Plan
Bank of America to Slash 30,000 Jobs in Cost-Cutting Plan
09/13/2011
Dynasty Taps Hedge Fund Marketer to Lure Brokers
He joins Dynasty from SkyBridge Capital
09/12/2011
Morgan Stanley names three to replace media group head
Morgan Stanley (MS), the top global merger adviser last year, named three new heads of its media and communications investment-banking group to replace Stuart J. Epstein, who left to become chief financial officer of NBC Universal.
09/12/2011
Barclays Wealth makes senior US regional hire
Barclays Wealth taps US Trust exec as director and investment representative in Dallas
09/09/2011
Signature Bank adds new private client banking team
Signature Bank adds new private client banking team
09/08/2011
Lexington Wealth adds client relationship manager
She brings with her 15 years of experience as a fee only advisor. Prior to joining Lexington Wealth Management, she served as a vice president and portfolio/relationship manager at Wells Fargo/Wachovia Wealth Management.
09/08/2011
Harris myCFO® seats new director
She will be located at BMO Harris Bank N.A. at 3 Times Square in New York and will be responsible for developing client relationships in this key Northeast market for both Harris Private Bank and Harris myCFO®.
09/08/2011
Carson Wealth adds research director, analyst
The firm, which oversees more than $2.6 billion in assets, said the announcements come on the heels of the launch of CWM, LLC, its own independent RIA.
09/08/2011
WSFS hires new chief wealth officer
He has over thirty years experience in financial services
09/08/2011
Derivatives regulator appoints new technology chief
The Commodity Futures Trading Commission, recently charged with policing the $600 trillion derivatives market, has appointed a technology guru to help it oversee the complex industry.
09/08/2011
Evercore feasts on veterans of an elite Wells Fargo wealth management unit
Evercore Wealth Management has poached another high-value team
09/08/2011
Washington Wealth names new Western regional director
An industry leader with more than 25 years of experience
09/08/2011
Scotia Asset announces portfolio advisor changes
Scotia Asset Management L.P. today announced portfolio advisor changes to Scotia Private U.S. Mid Cap Value Pool and Scotia Private Canadian Mid Cap Pool.
09/08/2011
No Job Cuts at JPMorgan
On Tuesday, Reuters reported quoting Mr. Jes Stanley, JPMorgan Chase & Co.’s (JPM - Analyst Report) investment banking Chief Executive, that the company has no plans to retrench employees in the near future.
09/08/2011
Wilmington Trust adds leading industry professional
He brings more than 30 years of experience in the wealth management industry to his role, with more than 16 years of family governance expertise.
09/06/2011
JPMorgan Chase gets new global service head
JPMorgan Chase today announced the appointment of Mr. Deepak Mangla as Chief Executive Officer, India Global Service Center.
09/06/2011
Henry named managing director for PNC Greater Maryland
Henry named managing director for PNC Greater Maryland
09/05/2011
BNY Mellon recruits official for key role in wealth mgmt
BNY Mellon recruits official for key role in wealth mgmt
09/05/2011
RBC Capital taps Credit Suisse official for loan sales
RBC Capital taps Credit Suisse official for loan sales