09/03/2025
UBS exodus continues as Merrill makes additions in California, Texas
Meanwhile, an experienced Connecticut advisor has cut ties with Edelman Financial Engines, and Raymond James' independent division welcomes a Washington-based duo.
09/03/2025
Meanwhile, an experienced Connecticut advisor has cut ties with Edelman Financial Engines, and Raymond James' independent division welcomes a Washington-based duo.
09/03/2025
Firm Growth Powers the Addition of the Industry Visionary, Strengthening PPB’s Leadership as Vice Chairman of the Board
09/03/2025
She will join the bank’s Group Management Committee.
09/03/2025
He also continues to serve on Butterfield’s Executive Committee and Board of Directors.
09/02/2025
Seasoned executive to advance firm’s role as a leading provider of flexible private capital solutions to the Japan market
09/02/2025
The two newly created roles follow the appointment of Duane Green as CEO, Canada, and Head of Americas in February this year
09/01/2025
Before that, Kelly, a PhD engineer, worked directly on TensorFlow's runtime and kernal performance optimization for Google.
09/01/2025
The FT names Kamal Jabre, who arrived unexpectedly from HSBC, and Gerry Lee, who's joining from Goldman to be the global chair of investment banking.
09/01/2025
The bank is targeting subsectors
08/29/2025
Academically, she holds a law degree from the Universitat de Barcelona, is a Juris Doctor from the University of Puerto Rico, and has a master’s degree from Universidad Europea, as well as a Fintech Boot Camp from Columbia Engineering
08/29/2025
He will also continue to lead Focus’ Corporate Development function, which includes the firm’s M&A and portfolio consolidation efforts.
08/28/2025
The team reports to 20-year Raymond James veteran David Sisemore, Midwest divisional director for RJFS, according to the announcement.
08/27/2025
“The talent and vision make the difference,” begins the post on the professional social network. “We are pleased to welcome Eduardo Rehder as a new member of our team,” it continues
08/27/2025
It's thought that he's joining Citi as co-head of debt financing alongside Uday Malhotra.
08/26/2025
He will be based at the Bank’s 50th and University location in Lubbock.
08/26/2025
A four-person team led by David Chase becomes NewEdge Wealth's first outpost in Chicago.
08/22/2025
As part of this strategic evolution, Ryan Case will now serve as Director of Corporate Banking
08/22/2025
Bank of America's global investment banking revenue was ranked third-highest in 2025, according to Dealogic data in mid-August.
08/22/2025
Judge Margaret Ryan will succeed Acting Director Sam Waldon
08/22/2025
Brad Epstein is being hired within JPMorgan's natural resources investment banking coverage team, with a focus on serving companies in the midstream and downstream sectors.