08/05/2012
Mr. Cross has a broad range of experience with municipal finance transactions in nearly every state, including experience with some of largest and most complex municipal financings ever undertaken.
08/05/2012
At Morgan Stanley Smith Barney they managed $253 million in client assets.
08/05/2012
Nell Diamond could be back on the party circuit.
08/02/2012
Dynasty Financial Partners has yet to conclude its search for new talent.
08/02/2012
FirstMerit appoints new EVP for wealth management services
Prior to joining FirstMerit he spent 27 years at JP Morgan Chase
08/02/2012
Statsick joined Bank of America in 2010 and previously spent 25 years in the investment management/estate planning industry.
08/01/2012
Hart spent the last nine years at Cowen and Company as a Managing Director and the Head of West Coast Mergers & Acquisitions where he principally focused on Consumer and Technology related M&A activity.
08/01/2012
The additions follow part of the company’s previously announced plan to hire 1,000 small business bankers nationwide.
08/01/2012
BlackRock is adding eight executives to its global executive committee, led by Chief Executive Officer Laurence D. Fink, bringing the total to 21, according to an internal memo sent today to employees, a copy of which was obtained by Bloomberg News.
08/01/2012
Citi hires Deutsche Bank private banker
Young joined Deutsche Bank in 2006, where he worked as a senior private banker in New York.
08/01/2012
Ex-UBS Credit Strategist to Join Wells Fargo
Bory will report to Lee Brading, head of Credit Research at Wells Fargo, and will be based in New York and Charlotte.
08/01/2012
"Philanthropy is the heart of our mission at Silver Bridge, doing well for our clients and helping them do good for society, as we share our clients desire to positively impact change around the globe," commented Stephen Prostano, CEO of Silver
08/01/2012
BNY Mellon Investment Management expands team
Prior to joining RBC he was a Regional Vice President for Fidelity Investments Institutional Wealth Services
07/31/2012
A 20-year veteran of the financial services industry, Mr. Zindel, CFA, CPA, has extensive experience with operational, tax, and financial matters. H
07/31/2012
Celenza, DiGioia make quick exit from U.K. bank after 11 years at Smith Barney; location, location, location
07/31/2012
One of Wall Street’s veteran mergers advisers is preparing for wheeling and dealing in a different arena: the world of politics.
07/31/2012
He focus will be growing Capital Guardian's Wealth Management, which will include building and managing the firm's captive advisor offices.
07/31/2012
Thibault Fulconis, Bank of the West Vice Chairman for Finance and Chief Financial Officer of the Bank's holding company BancWest Corporation, will become Vice Chairman for Commercial Banking and Consumer Finance. He will also retain responsibility fo
07/30/2012
Gilbreath earned a bachelor's degree from Michigan State University, and a juris doctor from Thomas M. Cooley Law School.
07/30/2012
The $1.6 billion hedge fund firm announced Monday that Sanford Brown will be responsible for developing relationships with institutional consultants, wealth advisors and end advisors, including endowments and pension plans.