02/14/2017
RBC Wealth Management appointd Head of Wealth Management – International
He will succeed Stuart Rutledge, who will be taking on a new leadership role with RBC in Toronto, Canada.
People Moves
02/13/2017
NWF Advisory Group Elects Daniel Farid Yasharel as a Senior Partner
His client base includes professionals in the field of healthcare, small businesses, charitable foundations, key executives of publicly traded corporations, and partners of major law firms.
02/12/2017
Top Federal Reserve official resigns as bank deregulation looms
Tarullo had fought to protect Americans from another financial crisis or economic catastrophe
02/12/2017
Opus Lands a Former Fintech Exec from BBVA
BBVA, known among its banking peers as an early adopter of new technology, has also partnered with OnDeck Capital.
02/10/2017
Citizens Bank hires Jancsy as director of private wealth advisor group
Citizens Private Wealth Management has Wealth Advisors throughout New England, Mid-Atlantic and Midwest Regions serving the needs of investors.
02/10/2017
Sloy, Dahl & Holst, Inc. Appoints New Chief Investment Officer and Portfolio Manager
He has been a Chartered Financial Analyst since 1996.
02/10/2017
World Bank Appoints New Country Director for the Caribbean
Tahseen Sayed Khan has a deep knowledge of country programs and a track record of strong delivery and innovation.
02/10/2017
Kirk Wycoff Appointed as Banc of California Director
Wycoff offers deep financial and banking industry expertise-- Prior experience includes Director roles at three regional banks
02/08/2017
McGuireWoods Boosts Fintech Practice With Ex-CFPB Atty
McGuireWoods LLP annonced new patner in North Carolina, office
02/08/2017
Grant Thornton names Todd Wall to lead the firm’s Portland office
He brings significant experience in audit engagements and remarkable leadership qualities that will impact our staff, our clients and our entire firm.
02/08/2017
JLT Specialty USA Announces Appointment of Robert Moussaid as Senior Vice President
His primary focus will be on assisting JLT's power sector clients and prospects assess and manage risk.
02/08/2017
David Collum is promoted to Senior Managing Director, Wealth Operations & Delivery, Private Wealth Management at Peapack-Gladstone Bank
David also served on the integration executive committee of the Mellon and Bank of New York Private Wealth merger team.
02/08/2017
Farkouh, Furman & Faccio Announces New Partners - Eric Swerdlow and Marisa Pershad
Over the course of her career, Mrs. Pershad has worked as Controller on behalf of private companies in a variety of markets
02/07/2017
Gates Capital promotes LiCalzi to senior vice president, investment banking
Has been promoted to senior vice president, investment banking.
02/07/2017
London Whale Prosecutor Leaves Boutique for Magic Circle Firm
He was also attracted by the chance to represent companies and banks facing increasingly multinational investigations by regulators.
02/07/2017
AlixPartners Announces 24 Promotions to Managing Director
They personify our core values through their professionalism, dedication and leadership in their work, both with clients and with colleagues.
02/07/2017
JMP Group Announces Addition of Emlen Harmon to Equity Research Department
He previously held equity research roles at Bank of America Merrill Lynch and Brown Brothers Harriman.
02/07/2017
JMP Group Announces Addition of Emlen Harmon to Equity Research Department
He previously held equity research roles at Bank of America Merrill Lynch and Brown Brothers Harriman.
02/06/2017
BDA Promotes 14 Bankers
The company has been consistently owned and managed by the same team since 1996.
02/06/2017
Family Office Exchange Names Miguel López de Silanes Gomez Market Leader for Europe and Latin America
He has an MBA from Harvard Business School and a BA in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.