08/25/2017
Morgan Lewis Hires Additional Veteran Tax Controversy Partner in Chicago
She also advises taxpayers worldwide on issues such as US tax obligations and international tax implications of offshore operation.
People Moves
08/25/2017
Scura Paley appoints new partner
His primary focus will be establishing new client relationships for the firm along with transaction execution.
08/25/2017
Goldman Sachs’ ‘secret rapper’ has quit J.P. Morgan to go it alone
Bowes-Little worked at Goldman in London for seven years until 2009
08/25/2017
Dallas-Based Financial Advisory Group, Ben Gordon and Team, Combines with Midland, Texas-based Syntal Capital Partners to Create One of the Largest Independent Advisory Firms in Texas
The firm expands its geographic footprint in Texas and broadens its network in the energy space as well as adding numerous additional sectors to its practice
08/24/2017
Credit Suisse hires two technology bankers from Barclays
Bittinger will be a managing director in the global technology group and help cover software and infrastructure for the bank.
08/23/2017
Fidelity National Financial Attracting Top Talent
She has served in a number of roles that include leading and growing a sales team.
08/23/2017
Citi Private Bank Continues to Strengthen West Coast Team
Kush Malhotra Named Regional Market Manager for Western Region – South
08/23/2017
Bernstein Adds Private Client VP
A financial services firm in Cincinnati, to lead its private client practice.
08/23/2017
OppenheimerFunds Grows CEO Advisor Institute
Brunswick has 30 years of experience in the financial services industry and has worked closely with institutional and ultra-high-net-worth clients
08/23/2017
Raymond James snatches $150M Merrill duo
During the first half of the year, the firm’s Private Client Group’s assets under administration increased 25% to $631 billion from $506 billion.
08/23/2017
Credit Suisse hires two technology bankers from Barclays
Bittinger will be a managing director in the global technology group and help cover software and infrastructure for the bank.
08/23/2017
Fiduciary Trust Taps Industry Veteran Gerard Joyce as National Head of Trust & Estates
Mr. Joyce, who is based in New York, will oversee the firm's trust and estates strategy and administration in the U.S.
08/22/2017
AdvicePeriod Adds Former GenSpring and Wilmington Trust Market Leader
AdvicePeriod is pleased to announce the addition of industry veteran Alan Bonde.
08/22/2017
Signature Bank Expands Private Client Banking Network with Appointment of Two Teams
New Teams’ Broad Reach Extends from East to West Coasts with National Client Base
08/22/2017
Mario Pepe Joins Korn Ferry as Senior Client Partner
He also served as a core member of the Aerospace & Defense Practice.
08/22/2017
TIGER 21 Names Erica H. Ross as Senior Vice President of Content
She was the Global Head of Events for its private bank.
08/22/2017
T. Rowe Price Names Céline Dufétel Vice President and Next Chief Financial Officer
Neuberger Berman Managing Director and Former McKinsey & Company Partner to Become CFO and Succeed Ken Moreland in Q1 2018
08/21/2017
Morgan Lewis Adds Another Baker McKenzie Tax Litigator
Her work on in-agency appeals with the Internal Revenue Service on up to litigation challenges of tax bills.
08/21/2017
Janney opens new office with $330M team
The advisors have more than $330 million in assets under management.
08/21/2017
MEGA Names Vice President for Asia-Pacific
Will head region where demand is up for business transformation solutions