04/10/2019
Waller Capital Team Joins Stifel
John founded Waller Capital Partners in 1982 to provide a bridge between entrepreneurial cable owners and New York’s larger capital sources.
04/10/2019
Janney had another successful quarter recruiting leading Financial Advisors with experience and expertise in all aspects of wealth management
04/09/2019
It settled with Ashland after the company agreed to add independent directors and make other changes.
04/09/2019
Each case effective June 2, 2019.
04/09/2019
Paulo Passoni, ex-managing director with Daniel Loeb’s hedge fund Third Point, and SoftBank’s own Shu Nyatta will serve as investment partners focused on finding and executing deals.
04/08/2019
In this new role, Ms. Zortman will lead AIG’s global High Net Worth portfolio
04/07/2019
This is one of the latest developments at Deutsche's wealth arm, which recently hired HSBC's head of international private banking Rui Forcada and three Brazil-focused private bankers.
04/05/2019
She has been recognized by Chambers Global and on the Legal 500 Power List for Colombia.
04/05/2019
The detailed results of the vote for the election of directors held at its Annual Meeting of Common Shareholders
04/05/2019
Tony received his M.B.A. from Monterey Institute of International Studies in 1992.
04/04/2019
She will have a national presence as she collaborates with the firm's advisors both there and at its offices in Florida and New York.
04/04/2019
Burns has more than 20 years of experience in financial services technology
04/03/2019
Elliot Grossman, previously MD at TZero's broker partner Dinosaur Financial, will be responsible for establishing the vendor's new broker-dealer division.
04/03/2019
The group previously oversaw $184 million, according to their new employer. Judge and Trevethan have 26 and 23 years of financial experience, according to FINRA BrokerCheck records.
04/03/2019
Lafitte responsible for firm's private banking services and relationships
04/03/2019
Mr. Schechner joins JMP Securities from Robert W. Baird & Co., where he led biotechnology, pharmaceutical, and pharmaceutical services investment banking since 2012.
04/03/2019
Fund manager promotes several executives at lucrative alternative investments business
04/02/2019
In his new role, he will report to Mark McMullen, Deputy Chief Executive, and will continue to be based in our Toronto office.
04/02/2019
Prior to joining U.S. Trust (which has been rebranded Bank of America Private Bank) in 2013, Swaner’s 19-year career included stints at Citigroup and Wells Fargo & Co.
04/02/2019
Prior to joining the firm, Javes was a director and head of underwriting and high yield trading at Ziegler.