03/05/2018
He was previously the Chief Information Officer for Global Wealth Management and Investment Management at Morgan Stanley, where he was responsible for the strategic direction of technology platforms across the businesses.
03/02/2018
Armory Group Expands Investment Banking Division
"Steven's addition is an exciting opportunity to expand Armory's national reach and provide additional support for our clients in the Texas and Southwest region,"
03/02/2018
Director Jeff Edwards is moving from the Audit and Risk Committee to the Corporate Governance, Nominating and Compensation Committee.
03/02/2018
Crafter is a nearly 30-year financial services industry veteran and member of State Street Global Advisors’ executive management group.
03/02/2018
Start of New Financial Services Firm Marked by Additional Senior Appointments
03/02/2018
The Americas are an important market for our business and James will lead in taking advantage of opportunities in the region.
03/02/2018
Hire adds depth to domestic and offshore operations
03/01/2018
"Umpqua’s strong growth in commercial and corporate banking has opened up significant, new opportunities to serve the complex wealth management needs of high net worth individuals and institutional clients,"
03/01/2018
The New York-based FX cash trader has worked at the bank since 2011
03/01/2018
Colossal Wells Fargo Team Departs to Wealth Management firm
Mr. Nuttall spent 20 years at Wells Fargo serving as Senior Vice President of Investments and as a member of the Bank’s Premier Advisor Program.
03/01/2018
Buyout firms are sitting on record amounts of unspent capital, bringing the prospect of lucrative advisory mandates
03/01/2018
He spent 23 years with Edward Jones before joining Baird, according to FINRA BrokerCheck records.
03/01/2018
“We remain committed to providing our market participants in Canada with cost-effective and client-driven solutions that leverage Nasdaq’s award-winning exchange technology.”
03/01/2018
Wells Fargo Advisors has been shedding reps since the company’s retail banking unit got embroiled in a bogus account scandal in 2016.
02/28/2018
She has been an active member of AIMA for almost a decade, including serving as a member of the AIMA Canada board since 2014.
02/28/2018
He has specific experience in mergers and acquisitions and has specialized tax experience in the technology, healthcare and mining industries.
02/28/2018
These strategic hires allow CTC | myCFO to expand its roster of tenured professionals, enhance the experience of UHNW clients and strengthen the group's capabilities and service to UHNW clients.
02/27/2018
She will work closely with the firm’s existing distribution, product management and marketing teams, globally, to develop and execute comprehensive marketing strategies to elevate the firm’s presence among institutional investors.
02/27/2018
The appointment is part of Cambridge Trust’s continuing initiative to make strategic hires in support of its expanded banking and wealth management offering.
02/27/2018
Change at the top of BNY Mellon Wealth Management
“A new CEO is going to be appointed in due course,” said Jill Kremins, chief marketing officer at Boston-based BNY Mellon Wealth Management, confirmed on Monday.