08/12/2020
Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.
08/12/2020
San Francisco-based First Republic, a now-publicly traded bank that was once owned by Merrill Lynch, has been tapping Merrill consistently for wealth management talent as it expands from private banking into broader wealth services.
08/10/2020
In her new role she works closely with Chubb's board of directors and advises the corporate development, treasury, human resources and global communications functions, and other members of senior management.
08/10/2020
The appointment is effective September 1, and Mr. Lupica will report jointly to Evan G. Greenberg, Chairman and Chief Executive Officer, and to John Keogh, Executive Vice Chairman and Chief Operating Officer.
08/10/2020
In his new role as the company's Executive Underwriting and Claims Officer, Mr. Krump will maintain and enhance the company's global underwriting standards, rules, authorities and risk management.
08/07/2020
The bank made Mathew McDermott, a managing director who ran the investment bank’s internal funding operations, its new global head of digital assets last month, CNBC has learned.