01/03/2018
BNY Mellon Wealth Management Names Regional Managing Director in Denver, Colorado
Kleist holds a Bachelor of Science in Accounting from the University of San Diego in California.
People Moves
01/03/2018
Linklaters Lures Jones Day Bankruptcy Pro in DC
The Magic Circle firm hired partner Amy Edgy from Jones Day, where she worked on bankruptcies involving Delta Airlines and coal giant Peabody Energy.
01/02/2018
Franckline Casimir-Benoit Joins American Bankers Association’s CTFA Advisory Board
She is committed to not only helping our clients reach their goals, but also passing on what she has learned.
01/02/2018
Linklaters Adds Jones Day Partner For Bankruptcy Practice
“Amy’s hire represents the continued growth of our U.S. R&I capabilities"
01/02/2018
Hirtle Callaghan hires SEI vet for senior client engagement director
“Jim is a wonderful addition to our growing client engagement team, and we are confident that he will make significant and immediate contributions to our clients in the western region,”
01/02/2018
Viridian Advisors Continues Growth with Addition of Financial Advisor
"We are delighted to have Maureen joins us at Viridian," said Adriel Tam, CEO of Viridian
01/02/2018
Seward & Kissel LLP Promotes Investment Management Attorney Debra Franzese to Partner
Debbie received a B.A. from Stockton University, summa cum laude, and her J.D. from American University, Washington College of Law, magna cum laude.
01/02/2018
JW Michaels & Co. Strengthens New York Office with Industry Leader
Executive search firm hires Jodi M. Wechsler to grow its financial services practice
12/28/2017
CEO of Diamond Wealth Strategies appointed Chair of The Family Office Advisor
The Family Office Advisor™ is the newest among Financial Poise's growing universe of editorial boards
12/28/2017
Morgan Stanley Broker Leaves Without Triggering Litigation
The fact that she left the firm after it withdrew from the Protocol for Broker Recruiting on November 3, however, makes her the first known advisor to depart without having triggered a courthouse request by Morgan Stanley to impose a temporary restraining
12/28/2017
Raymond James recruiting push accelerates with latest grab from key rival
“I was attracted to the very strong Raymond James philosophy of advisors being the firm’s clients,”
12/28/2017
Prime Capital Investment Advisors appoints industry vet as new CEO
He will provide decades of industry expertise for growing firm
12/27/2017
Piper Jaffray boosts board
He was promoted to managing director and head of technology investment banking in 1999. In 2005, he became head of capital markets and in 2010
12/27/2017
CannaRoyalty Announces Additions to its Board of Directors
These additions bring further knowledge and experience to CannaRoyalty's board ahead of a period of significant growth for the Company.
12/27/2017
M&T Bank names new chairman, CEO
He received a bachelor’s in management science from Boston College and an MBA from the University of Rochester, joined M&T in 1992 and was appointed to the management committee in 2005.
12/27/2017
Wittmack joins Hartung Schroeder law firm
he firm was founded by J.D. Hartung and Brad Schroeder
12/25/2017
Alphabet's Eric Schmidt to step down, focus on philanthropy
He implied that the company was in a good place
12/25/2017
BMO names three deputy heads of global investment banking
Since the financial crisis, BMO has invested heavily in the U.S. investment banking market and has a growing presence there
12/21/2017
Sentinel Trust Announces Senior Officer Promotions, Shareholders, and Board Member Elections
"On behalf of the Sentinel Trust Board, we are pleased to welcome Walter and look forward to leveraging his 30 years of investment experience for our clients, "
12/21/2017
Brian Lamb Named Head of Wealth & Asset Management
Lamb most recently led the Bank’s Corporate Responsibility and Reputation division