10/10/2016
Ex-Pershing Exec Starting New Hedge Fund
The exact strategy that Mantle Ridge will pursue was not disclosed in the filing.
People Moves
10/10/2016
Merrill Lynch Hires Eight Advisors from Morgan Stanley
Each of them has substantial expertise and a strong commitment to this community,” said Anthony DiBlasi, Managing Director for Merrill Lynch in Bellevue and Washington State President for Bank of America.
10/07/2016
Merrill Lynch wealth management head John Thiel stepping down
He rejoined the company in 2009, after serving a stint at Citigroup Global Wealth Management from 2005 to 2009 as head of the Emerging Affluent Client Segment.
10/07/2016
Deutsche Bank managing directors in the U.S. depart for competitors
Senior investment bankers have departed in recent months anyway, both in the U.S. and in London.
10/07/2016
Woodridge joins Virginia financial advisory team
PagnatoKarp’s TrueFiduciary financial advisory team named it's new Managing Director
10/07/2016
Atlas Private Wealth Management Expands Its Financial Planning Division
Advisor’s Team Expanded to Support Increasing Demand for Financial Planning Services
10/07/2016
Bank of America Names Retirement Head Andy Sieg Chief of Merrill Brokerage
Next Head of Merrill Lynch Unit Named
10/06/2016
East West Bancorp names new president and COO
East West Bancorp Inc. has named its president and chief operating officer
10/06/2016
Harris Williams rehires Tucker as MD
He will hit the ground running with our full support.
10/06/2016
Leading M&A Lawyer Claudia K. Simon Joins Schulte Roth & Zabel
She has extensive experience in transactions involving public company targets.
10/06/2016
Canaccord Parts ways with Veteran Investment Banker
He is known for his expertise in mergers and acquisitions advice, having spent seven years at boutique advisory firm Sagent Advisors.
10/06/2016
Matt Kreutz '95 Joins Navidar as Managing Director
His M&A and financing experience are exactly what we were looking for in adding a senior banker to focus on the very vibrant technology industry here in Indiana.
10/06/2016
Senior industrials banker Wolfson leaves Rothschild
The people did not want to be named because the matter is private.
10/05/2016
Reuben Rashty Named Managing Director of Fifth Third Private Bank in Michigan
Former JP Morgan Chase executive will also serve as Executive Director of Mirador Family Wealth Advisors
10/05/2016
Larry Martinez Named President of D.A. Davidson Companies
Longtime Executive Promoted Within Growing Financial Services Company
10/05/2016
Equity Concepts Announces Addition Of Mike Mills To Richmond Office
His expertise will help us serve our clients better than ever.
10/05/2016
Campbell & Company hires MD of client solutions group
Campbell & Company has appointed its new managing director of client solutions group
10/05/2016
Goldman Merger Executive John Vaske to Retire
He remains a booster of the program, as chair of the basketball alumni committee.
10/05/2016
Sean Carmody Joins Centerview Partners
I have long admired Centerview for its long-term focused, strategic approach to serving clients.
10/04/2016
Elizabeth Dipp Metzger Named to New York Life's Chairman's Cabinet
Lizzie Dipp Metzger has been named a member of the 2016 Chairman’s Cabinet of New York Life.