08/03/2018
Silicon Valley Bank Names New CIO and CTO
"Their deep expertise and ability to execute on our long-term technology goals will be instrumental as SVB continues to grow and serve the needs of our global clients and employees."
People Moves
08/03/2018
Wells Fargo Shakes Up Wholesale Division, Elevating Adams
Measures include merger of units into commercial banking group
08/03/2018
Canaccord Genuity appoints new Independent Director
Ms. Jones also serves on the Board of Directors of Data Communications Management Corp.
08/02/2018
Morgan Lewis Welcomes Aboard Wilmer Corporate Duo
Mr. Rose, a former associate general counsel at a Fortune 500 financial services company and a former executive at a clean-technology company, represents corporate venture capital investors and their portfolio companies.
08/01/2018
Raymond James Nabs Wells Fargo Reps Managing $550 Million
Wells Fargo’s advisors have been leaving the firm since the 2016 revelations that the company’s retail banking employees opened millions of accounts without client authorization
07/31/2018
RBC Global Asset Management adds to US equity investment team
She began her career in the investment industry in 2010.
07/31/2018
Canadian Pension PSP Hires new CIO
After just a year at the University of California, the former APG CEO is taking over a C$153 billion Canadian fund.
07/31/2018
CEO of Texas Multi-Family Office ro step down
"My family recently spent our annual vacation at the Amalfi Coast and we fell in love with the people and the culture."
07/31/2018
Baird hires Barbara Paneral as VP
"I’ve known Barbara for nearly 10 years and know her to be as committed to her clients as any financial advisor I’ve seen,” Peel said
07/31/2018
Jadwin Asset Management joins tru Independence Platform
Jadwin's investment approach focuses on stocks, bonds, mutual funds and ETFs, and avoids derivatives, structured notes and esoteric securities, securities with embedded loads and sales charges.
07/31/2018
Morgan Lewis Boosts US Disputes Capabilities with 7-Partner Life Sciences, Tech IP Team
This team of seasoned trial lawyers has experience litigating patent disputes for companies in the life sciences industry
07/31/2018
Morgan Lewis adds partner to Finance Practice in New York
Denhup has worked with many of the leading ABL lenders and he has represented public and private corporate clients across a spectrum of debt transactions
07/30/2018
Fortune 50 Global HR Leader to Help Lead Growth and Develop Talent
He spent the last two years leading Executive Development and serving as the Chief Learning Officer with responsibility for General Electric’s Crotonville Leadership Development Institute.
07/27/2018
BNY Mellon appoints Head of Strategy
He co-led McKinsey's Capital Markets & Investment Banking practice and authored multiple reports on the firm's perspectives on the future structure of the wholesale banking industry.
07/27/2018
BMO adds key consultant relations role
Anne Coupe joins from UBS Global Asset Management as consultant-relations chief
07/27/2018
Citi Private Bank poaches JPM due diligence analyst
Citi Private Bank's traditional investments research team is made up of 14 research and due diligence analysts, led by Donald Marchesiello, global head of traditional investments.
07/26/2018
Lazard appoints senior advisor
He has more than three decades of experience advising financial institutions on strategic matters.
07/26/2018
Wells Fargo Securities Names Investment Banking Vet Vice Chair of Energy & Power Group
With more than three decades of experience in the oil and gas sector, Scott is a great addition to our energy and power investment banking platform,” said Hudson
07/25/2018
Oppenheimer Adds Bruce Buchanan As Head Of Restructuring & Special Situations Group
I am excited about the opportunity to leverage the global footprint and full-service capabilities of this platform
07/25/2018
Global law firm Nabs Another DLA Piper Defector in Chicago
We just opened our Chicago office last month, and we are pleased to add another M&A lawyer to our rapidly growing team