03/31/2017
Joe Neuberger Named President of U.S. Bancorp Fund Services
He has proven himself to be an inspiring leader and has the talent and experience needed to deliver on high client expectations.
People Moves
03/31/2017
Merrill Lynch Hires Financial Advisor from Morgan Stanley
As a past business operator himself, he has personal experience in consumer products and retail companies and has worked with families throughout the U.S.
03/31/2017
CalPERS Names Stevenson Investment Director of Investment Manager Engagement Programs
Stevenson brings more than 35 years in the investment industry to CalPERS, including 30 years at the Ford Foundation, where he served as the director of investment administration.
03/31/2017
US Bancorp Fund Services names president
“He has proven himself to be an inspiring leader and has the talent and experience needed to deliver on high client expectations.”
03/31/2017
CFTC Acting Chairman Giancarlo Appoints James McDonald as Enforcement Director
Mr. McDonald will assume his duties at the agency on April 10.
03/31/2017
Pedro José Moreno Cantalejo, VP of Administration and Finance at Santander México, Retires After 30 Years at Santander Group
Roles and responsibilities to be handled by several executives
03/30/2017
Cantor Fitzgerald Adds Global Portfolio Solutions Team leader
A leading global financial services group at the forefront of financial and technological innovation has been a proven and resilient leader for over 65 years.
03/30/2017
AIG Names Donna DeMaio Executive Vice President and Chief Auditor
Prior to joining UGC in 2012, Ms. DeMaio was President and CEO of MetLife Bank
03/30/2017
Wilmington Trust Hires Senior Trust Sales Representative
Based in Boston, Stowell will focus on expanding loan agency services to alternative capital providers, business development corporations, and direct lenders
03/30/2017
OCC Appoints Two New Members To Board Of Directors
OCC continues its transformation to a systemically important market influencer ensuring confidence in the financial markets and broader economy
03/30/2017
Merrill Lynch shakes up wealth management organization, leadership roles
Two division executives, Don Plaus and Ben Prince, were tapped for new leadership roles and the number of divisions for advisers was cut from 10 to six
03/30/2017
DeutscheBank Corporate Trust Head Departs
Steven Park, managing director and head of Americas for global transaction banking and corporate trust sales at Deutsche Bank, will be leaving the bank at the end of the month.
03/30/2017
Fiduciary Trust Names Robert J. Jeffers as Chief Operating Officer
As COO, Jeffers will be responsible for the overall operations that support Fiduciary Trust’s customized offering.
03/29/2017
Fox Rothschild Raids Dentons for New York Startup Group
In the end, a global platform just didn’t matter.
03/29/2017
Hamilton Lane appoints Gavalis as general counsel and Shaw as chief compliance officer
Gavalis, who had previously served as Deputy General Counsel, will assume responsibility for all legal affairs globally.
03/29/2017
Goldman forms new equities team to improve hedge fund services
The hope that better teamwork will make it easier to offer competitive pricing on products and loans that prime-brokerage clients want.
03/29/2017
Tengram Capital Partners Adds to Investment Team and Announces Promotions
We have known Brian for many years and followed his success, both as an investor and in his work with portfolio companies on the operational side.
03/28/2017
UBS names leaders in U.S., European wealth management product units
UBS has looked for structural ways to improve alignment across its business.
03/28/2017
Stanhope signs former Mexican minister for LatAm push
He will sit alongside City heavyweights such as former BP chief executive Lord Browne and chief executive of WPP Sir Martin Sorrell.
03/28/2017
Former Obama Adviser Valerie Jarrett is Elected to Ariel Investments Board
She also led the Obama administration’s efforts to expand and strengthen the middle class and American business.