09/11/2017
Two Wealth Managers from UBS Join First Republic
Friedman holds a Bachelor of Science degree in Construction Management from California State University, Chico.
People Moves
09/11/2017
Citi Private Bank Continues to Expand Bay Area Presence
Chad Thomas, Jay Backstrand and Derek Prill Join as Ultra High Net Worth Private Bankers
09/11/2017
Twin Capital Management appoints Senior Vice President, Marketing
Prior to joining Gruss in 2009, she was a Vice President of Marketing at Galleon Group and held senior sales and relationship management roles at Gerson Lehrman Group and Bloomberg.
09/11/2017
Shenkman Capital Management appoints Head of Client Service
She has 24 years of experience in nearly every aspect of the credit markets.
09/11/2017
Opus Bank Announces Further Expansion of Its Merchant Bank
Evan Klein Joins as Managing Director, Head of Media, Entertainment and Business Services Merchant Banking
09/11/2017
Former Deutsche AM Strategist joins EAB Investment Group
With advisors looking toward more actively managed platforms for investors, there is an increased need for information and communication about the use of risk mitigation index strategies
09/11/2017
Former federal CIO Tony Scott joins law firm
Addition of IT industry veteran and former Federal Chief Information Officer for the US Government under President Obama continues firm’s expansion efforts into critical area of concern for clients.
09/11/2017
JPMorgan Chase hires new CIO to run $9.5B tech budget
Moving forward, the company's technology organization will be especially focusing on innovations in machine learning and robotics
09/11/2017
Citi Private Bank Lures Bay Area Executives From J.P. Morgan
Two of the bankers oversaw billions in client assets.
09/11/2017
Deutsche Bank taps BofA banker as vice chair of Americas natural resources
He had been at Bank of America Corp since 2003, most recently as vice chairman of global energy investment banking, and has more than 30 years of experience in energy banking, the memo said.
09/11/2017
Philly investment banker Greenberg joins NYC firm
Greenberg’s “leadership role in many transformative M&A and financing engagements” is “well matched” to TM
09/08/2017
Ferris Capital Adds Industry Veterans
We are very fortunate to have found someone of his caliber and look forward to continued success.
09/08/2017
Armory Group strengthens investment banking and advisory service offerings with senior hire
He has represented both private and public clients in negotiating placements of debt and equity.
09/08/2017
James Lelko Joins Andersen Tax Chicago
Prior to joining Andersen Tax, James worked at PwC
09/08/2017
Leading global professional services firm boosts Wealth Management Offerings
He joins as a Senior Director in New York
09/08/2017
Union Bank & Trust names new President
Stallings received his M.B.A. from Washington University in St. Louis and his B.A. from Vanderbilt University.
09/08/2017
Lazard appoints Financial Advisory MD
Prior to joining Lazard he pent 18 years with RBC Capital Markets
09/08/2017
J.P. Morgan Chase Names New CIO
Lori Beer, who was CIO of the corporate and investment bank unit, will succeed Mr. Deasy, who plans to retire
09/08/2017
Guggenheim Securities Expands Media and Entertainment Investment Banking Practice
Messrs. Finkel, Sawyer, and Winitzer are all based in Guggenheim’s New York office.
09/08/2017
David Simon’s Twin Capital Management Names Jessica Cass as Senior Vice President, Marketing
She will focus on developing and executing the firm’s marketing and fundraising efforts with an aim to substantially grow the firm’s AUM over the next few years.