11/02/2017
Independent Financial Group Adds 10 Teams in NPH Fallout
The San Diego-based broker/dealer has recruited 10 offices with $2 billion in client assets from National Planning Corporation.
People Moves
11/02/2017
Goldman loses key technologist to Bank of America Merrill Lynch
After co-founding a risk management fintech startup.
11/02/2017
Industry Veteran Joins Black Creek Group
He also served as Head of Professional Development for Morgan Stanley.
11/02/2017
Fifth Third lures CIBC exec to run private bank
She oversaw private banking, investment management, trust and brokerage across the personal advisory and corporate client segments.
11/02/2017
Bank of the West's Commercial Banking Group appoints industry expert as Head of Technology Banking
Bubenzer-Paim brings two decades of corporate and investment banking experience
11/02/2017
Wells Fargo Securities names Head of Debt Capital Markets
Wells Fargo Securities veteran to lead one of the premier debt capital markets platforms in investment banking
11/01/2017
Jamie Lorentz Joins Universal Insurance Services As Analyst For Financial Institutions And Institutional Insurance
New Analyst for Corporate and Institutional Insurance For Universal Insurance Services LLC, Announced
11/01/2017
Sun Life Investment Management adds to Canadian institutional business
The expansion of the Canadian distribution team demonstrates Sun Life Investment Management's continued commitment to helping clients address their investment objectives.
11/01/2017
BMO Financial Group builds on strength of North American banking business
Mr. Fowler currently serves as BMO's Group Head, Canadian Personal and Commercial Banking.
11/01/2017
Bank of the West Appoints Beth Hale, Executive Vice President, Head of Product and Payments Solutions for the Retail Banking Group
Hale has over 15 years of banking experience and has worked more than 25 years in the financial services industry.
11/01/2017
Proskauer Promotes 23 Lawyers
Liam Arthur (London) regularly advises financial sponsors and businesses on corporate transactions
10/31/2017
StanChart announces Management Team changes
Karen will stand down from the Group’s Management Team on 30 November 2017
10/31/2017
Powell would be the first investment banker to chair the Fed
He was a visiting scholar at a Washington think tank.
10/31/2017
Waterton dealmaker forms new real estate venture with private-equity execs
The business will operate as the real estate arm of Cresset Capital Management.
10/30/2017
Kestra Private Wealth Services Recruits Experienced Financial Advisors
The White Cap team has a combined 40 years of wealth management experience
10/30/2017
Credit Suisse appoints head of Americas M&A
He rejoined Credit Suisse in 2011.
10/30/2017
Burnham Gibson Wealth Advisors Announces Promotions within its Retirement Division
Prior to his more than four years with Burnham Gibson, Park was a consultant with Spectrem Group
10/30/2017
Cleary Gottlieb Elects 13 New Partners and Counsel
It is a great pleasure to announce the election of our new partners and counsel,” said Cleary Gottlieb Managing Partner Michael Gerstenzang.
10/27/2017
Coastal Bridge Advisors Makes Moves to Expand
She will lead the firm’s business development efforts in the Bay area.
10/25/2017
U.S. Trust Announces New Hires in September
Janet Jacobs has joined the Seattle office as a Philanthropic Client Manager.