09/06/2022
Fleming added that Heaton “exemplifies the best-in-class talent we’re gathering at every level of Rockefeller. We’re delighted he’s chosen our firm as his place-of-choice for continuing his career.”
09/06/2022
He will collaborate with the Capital Markets Advisory Group, and Restructuring and Capital Solutions Group, to best serve corporate and financial sponsor clients.
09/02/2022
“Creating a more efficient and specialised claims’ function is an important part of our objective to deliver best-in-class outcomes and become a more data focused and scalable Legacy solutions provider. Hillary’s strong technical claims
09/02/2022
In the more recent shift, 39-year industry veteran David A. Shorr rejoined Morgan Stanley after a 10-year hiatus at UBS
09/02/2022
The firm has announced its plans to promote four Citywire-rated fund managers within its fixed income department, effective from the 1st October.
09/02/2022
The UID said that it is very thankful for his diligent work and service to the department during his time and wishes him well in his new ventures.
09/02/2022
Based in Porsche Consulting Inc.’s Atlanta headquarters, Harman today succeeds BCG alum Jared Feiger, who led the consultancy for a little over a year.
09/01/2022
She was formerly with Wells Fargo Clearing Services LLC in San Diego, and according to Wealthminder, manages over $692 million in client assets.
09/01/2022
His arrival marks Comodo’s return to Bradesco AM, where he worked between 2016 and 2019 in a similar role.
09/01/2022
Katzenstein to build out Parallel's Trust Services offering.
09/01/2022
John Watts joined the company this summer as a managing director
08/31/2022
Camden Capital provides a holistic approach to wealth management, legacy planning and family office services.
08/30/2022
First National Bank is an independent community bank with 18 offices in Lincoln, Knox, Waldo, Hancock, Washington, and Penobscot counties.
08/30/2022
Mr. Rojo holds an MBA and BA in Economics from Rice University. He is also a FINRA Series 79 and 63 registered representative.
08/30/2022
“We are excited to have Jackie join our efforts to help Summit Bank grow our market presence in this community. Her long-time banking career will benefit our entire team and expand our client base,”
08/29/2022
Holland will join First Republic from MUFG Union Bank, where he currently serves as the CFO of Union Bank and MUFG Americas and held roles of increasing responsibility over the past 14 years.
08/29/2022
She will work with retail branches and commercial lending departments to support and develop relationships with clients.
08/26/2022
Prior to joining Merrill Lynch, Gautier was at Citi for four years where he worked within its cross-asset product strategy unit focusing on derivative-based solutions.
08/25/2022
New Leaders from Missouri, Canada aligns with Firm’s Growth and Expansion Efforts
08/25/2022
New hires are expected to join The Bahnsen Group’s Bend office