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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.

10/25/2017

Private Equity Billionaires Hand Over Carlyle Group To New Leaders

It does seem like the end of an era at Carlyle.

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