01/31/2017
Wall Street's Sallie Krawcheck has a message about diversity
The news of her dismissal was leaked to CNBC before her firing was finalized, she wrote in her new book.
People Moves
01/31/2017
Former KKR capital markets head joins Carlyle
He spent nearly a decade at KKR, playing a key role in the establishment of the firm's capital markets business.
01/31/2017
Ifrah Law Welcomes Former DOJ Organized Crime Section Chief Jim Trusty
Their zeal for advocacy and commitment to forming true partnerships with their clients makes the firm a perfect match for me.
01/31/2017
OCIE Director Marc Wyatt to Leave SEC
He was a senior investment banker in the U.S. and U.K.
01/31/2017
Wells Fargo asset-based lending head resigns
He did not provide further details.
01/31/2017
Citigroup shuffles top investment banking roles
US bank has made senior changes across its TMT, financial institutions and M&A division
01/31/2017
Sara Craven Named Chief Wealth Manager of Sand Hill Global Advisors
I am honored by this acknowledgement and look forward to taking our service mission to the next level.
01/30/2017
Karp, Wigodsky, Norwind, Kudel & Gold, P.A. Announce Addition of John P. Kudel as New Partner and Law Firm Name Change
John has concentrated his practice in criminal law but will now have a platform to handle a wide range of cases, including personal injury, family law, wills and estates and commercial litigation.
01/30/2017
Altium Wealth Management Announces Addition of Two Managing Directors
Their experience, reputation, and dedication set them apart in our industry and they will be a welcome addition to Altium.
01/29/2017
Citadel Securities CEO Turner exits
Citadel Securities has become one of the juggernauts in the so-called market-making business in a city that has been the base for a dozen or so major players in the arena.
01/27/2017
JPMorgan investment banking vice chairman Stephen Berenson retires
He helped the firm establish its investment banking franchise, and held roles including head of Latin American M&A.
01/27/2017
HSBC Private Bank Bolsters Roster with New Head of Central Region
He has more than 20 years of experience in wealth management.
01/27/2017
NEPC Expands Private Wealth Business with Two New Partners
NEPC’s hiring of these two industry veterans underscores the firm’s commitment to this important market segment.
01/27/2017
BMO selects Brian Jones as director
He managed a private wealth client book of business, and grew market share through new client growth.
01/27/2017
Lloyds Bank makes appointments to North America business
The U.S. broker-dealer arm of Lloyds Bank North America.
01/27/2017
Xero chairman Chris Liddell joins Trump administration
That doesn’t mean anything really specific other than we know somebody in there who is very close to power.
01/27/2017
Merrill Lynch Hires Adam Schur, Financial Advisor in White Plains NY
Schur holds a bachelor’s degree from Franklin & Marshall College.
01/27/2017
Cybersecurity veteran John Lainhart joins Grant Thornton; Brings decades of experience to firm’s Public Sector clients
New Senior Strategist for Grant Thornton
01/27/2017
JPMorgan investment banking vice chairman Stephen Berenson retires
JPMorgan ranked first for global investment banking fees in 2016
01/27/2017
BNY Mellon Wealth Management promotes Wilson to wealth manager
Wilson, who for three years served as associate wealth manager at the firm, joined BNY Mellon in 2010.