07/02/2020
German American Bank makes management changes
As President & Chief Operating Officer, Neil will assume direct operating responsibility for all facets of the Company, reporting directly to Mark Schroeder, Chairman & CEO.
People Moves
07/02/2020
Baker McKenzie Appoints David Malliband Chicago Office Managing Partner
Baker McKenzie's Chicago office has approximately 230 lawyers and is the Firm’s largest office in North America.
07/02/2020
The Global Legal Entity Identifier Foundation Announces New Chairperson
In his new role, Mr. Joachim will chair the Board that oversees GLEIF’s strategic direction and stakeholder interests at a pivotal time for the organization, as it evolves the Global Legal Entity Identifier (LEI) System to support broader adoption o
07/02/2020
The Global Legal Entity Identifier Foundation Announces New Chairperson
In his new role, Mr. Joachim will chair the Board that oversees GLEIF’s strategic direction and stakeholder interests at a pivotal time for the organization, as it evolves the Global Legal Entity Identifier (LEI) System to support broader adoption o
06/30/2020
Moore-Wright Joins Truist Executive Leadership Team
Moore-Wright began her heritage BB&T career in 1995.
06/29/2020
Baker McKenzie Announces 85 Partnership Promotions
Across the Firm's practice groups globally, Tax and Dispute Resolutions saw the largest intake of new partners, with M&A also significantly adding to their numbers.
06/29/2020
NAB looks to Canada to find business banking boss
Mr Irvine has been head of Bank of Montreal's Canadian business banking division for 14 months, and has worked there for 12 years, including stints in treasury and personal banking.
06/26/2020
RBC Hires $500 Million-Asset Morgan Stanley Duo in St. Louis
RBC Wealth Management-U.S. employs about 2,000 brokers. Morgan Stanley, which last month said it will expand its wealth business into Canada, has more than 15,000 brokers.
06/26/2020
Raymond James hauls in 9 wirehouse advisors with $825M
The team of seven, including five advisors, oversaw $525 million in assets at Merrill Lynch, according to the firm.
06/25/2020
Santander PB Brazil boss bolts to XP to launch UHNW team
‘XP’s Private project is at its best moment in history.
06/25/2020
Alphabet and Google CFO, Joins Blackstone’s Board of Directors
Porat is Vice Chair of Stanford University’s Board of Trustees and a member of the Board of Directors of the Stanford Management Company
06/24/2020
U.S. Bank Names New Head of Private Wealth
Veteran wirehouse executive Beth Lawlor comes to the unit with more than 20 years of industry experience.
06/24/2020
Hightower names Chief Investment Strategist and Portfolio Manager
Prior to joining Nuveen, Link spent six years as Chief Investment Officer at The Street and was co-portfolio manager of Jim Cramer’s Charitable Trust.
06/24/2020
Fiduciary Trust International Expands Boca Raton Office, Welcoming Regional Managing Director and Senior Portfolio Manager
Mr. Stoller, who reports to Mr. Sternkopf, was most recently senior vice president and senior client advisor at multifamily office Bessemer Trust in Palm Beach.
06/24/2020
Regions Bank names head of Government Affairs and Economic Development
Taylor most recently served as head of Regulatory Policy and Assistant General Counsel in Regions’ Washington, D.C., office.
06/23/2020
Rothschild & Co Hires Managing Director in North America
He will report to Lee LeBrun
06/23/2020
Truxton Trust Adds William Benson as Private Banking Vice President
He is active in the community and is currently an Ambassador for the Vanderbilt-Ingram Cancer Center and a Young Alumni Board Member and Alumni Board Member at Montgomery Bell Academy and The Ensworth School, respectively.
06/23/2020
Wells Fargo Names Lead Corporate Communications
Rafferty joins Wells Fargo from Ketchum, where she was the agency’s president and CEO
06/22/2020
Charles River Announces New Appointment to Lead Wealth Hub Initiative
The Wealth Hub supports models-only programs as well as traditional discretionary traded separate accounts and unified managed accounts programs.
06/22/2020
Merrill Lifers Producing $9 Mln Join Rockefeller in NJ, San Francisco
Three have joined this month from Merrill, including another another $6-million team of four advisors in Dallas.