03/22/2018
McCormack has spent his entire 19-year career with Merrill Lynch in offices across the United States, including the company’s flagship financial center on Fifth Avenue in Manhattan.
03/22/2018
Aquila Investment Management LLC (Aquila), adviser/administrator to the Aquila Group of Funds, has announced the hiring of Anthony (Tony) A. Tanner as a portfolio manager. As of March 7, he joined portfolio managers Todd Curtis, JT Thompson and Royden Dur
03/22/2018
Last year, hedge funds and banks posted heavy losses due to muted client activity and volatility in energy markets
03/22/2018
The majority of his clients use Wells Fargo for their retail banking so moving all of their finances into one company is a major advantage, he adds.
03/22/2018
The departure is ‘surprising news,’ recruiter Jon Henschen says.
03/22/2018
He is leaving to pursue other opportunities, the memo said without elaborating.
03/21/2018
She speaks frequently about financial literacy and is a regular commentator for media outlets.
03/20/2018
Bowman graduated from Saint Joseph’s University in Pennsylvania with a B.S. in Marketing Management.
03/20/2018
He was the third high-profile departure from Barclays Wealth that year after head of UK wealth management Henry Fischel-Bock and chief executive Peter Horrell also quit the firm.
03/20/2018
Promotion of the following officers of the firm to Managing Director.
03/20/2018
Prior to joining FIA, Jordan was a Regional Director responsible for strategic business development of investment strategies for institutional clients at Goldman Sachs.
03/19/2018
The firm did not issue a statement to Hearst Connecticut Media on Haynes’ departure, but a source familiar with the matter, who spoke on the condition of anonymity, confirmed Sunday the change had taken place.
03/19/2018
Yi Gang takes over from Zhou Xiaochuan at a time when the ruling Communist Party is trying to reduce financial risks and surging debt
03/19/2018
Highly regarded former Special Agent in Charge of FBI's Newark Division brings decades of experience investigating and combating financial and cyber-related crimes
03/16/2018
Prior to joining Drake Star Partners, Michael was a senior investment banker at Houlihan Lokey’s TMT group based in the firm’s Los Angeles office.
03/16/2018
Prior to his time at J.P. Morgan he was at Bear, Stearns & Co., where he provided investment banking services to real estate, gaming and lodging clients.
03/16/2018
“After doing extensive due diligence, it was clear to me that Stifel was the right choice for me to continue my career in a senior leadership role,”
03/16/2018
He has a strong, proven record of building and facilitating relationships with both industry and investment groups.
03/16/2018
Maitland, a global advisory and fund administration firm, has named Frank Ferrara as senior client service manager. Previously, Ferrara worked at Rhone Group.
03/16/2018
The acquisition is expected to close next week on March 23.