07/12/2012
In this key role Mr. Giurata is responsible for spearheading the development and implementation of CAIS's next-generation technology platform while establishing the firm's presence in Silicon Valley.
07/12/2012
At UBS, Mr. Kiser chaired the Wealth Management Americas (US) Legal and Compliance Division's Talent Development and Mentoring Program.
07/12/2012
Citing unnamed sources, the WSJ said the trader's two supervisors have also left the bank.
07/12/2012
the New York-based financial technology company providing an independent, alternative investment platform to the global wealth management industry, has named Paul Giurata as Chief Technology Officer.
07/11/2012
Prior to joining Northern Trust, she served as Trust Counsel and as senior trust administrator at Harris Trust and Savings Bank
07/11/2012
Mr. Silberman has both a Bachelor's and Master's degree from the Stern School of Business at New York University. Before he joined Oppenheimer, he worked at PaineWebber.
07/10/2012
The bankers -- Jon Krahulik, Herb Yeh and Sean Rogers from Bank of America and Ethan Zweig from Credit Suisse -- will be based in Palo Alto, California, and New York, Citi said in a statement.
07/10/2012
Lazard has recently bolstered its global Energy Group with senior-level hires. In February, Mark Renton, a 25-year veteran and former Vice-Chairman, Global Energy of Citigroup, joined the firm as a Managing Director, focused on mergers and acquisitions an
07/10/2012
The job cuts are the latest round in the bank's cost-cutting program, known as Project New BAC, and focus on the unit that makes loans to mid-sized companies around the country.
07/10/2012
Micronotes announced today that Suresh Bajpai, a senior executive with Citi with 22 years of consumer banking and cross-sell experience has joined the Micronotes' Advisory Board.
07/10/2012
“He was originally on a six-month contract and had a CEO role focused on marketing,” he said.
07/09/2012
Advisers Scott Christie and John Aitchison joined Concert Wealth from The Planning Group, a Scottsdale, Arizona-based wealth management firm. Aitchison was a vice president at The Planning Group, while Christie was a senior planning consultant.
07/09/2012
Deep Focus and Significant Expertise in University Endowments, Pension Plans and Family Offices
07/09/2012
He has 13 years of banking experience, works with venture capital and private equity clients in Silicon Valley.
07/09/2012
Hull, joined by his brother Patrick Hull and four others, left Morgan Stanley Smith Barney in late June to open Bluepoint Investment Counsel LLC, an independent firm based in Madison, Wisconsin.
07/09/2012
Alastair Cairns will replace Bourgeois as head of Americas for the Swiss bank’s money management group and Charles Shaffer is taking over Bourgeois’s role as head of distribution, said Suzanne Fleming, a spokeswoman for Credit Suisse Asset Man
07/09/2012
He replaces Patrick Boucher, who headed HSBC's research team in the Americas for six years.
07/08/2012
So what are we doing to correct this imbalance?
07/08/2012
Changes in the Trust & Securities Services and Cash Management for Financial Institutions business will position the business for further growth while maintaining best-in-class client service
07/05/2012
New position announced for company's FX Risk Management Group