04/28/2016
The new San Antonio market president for Bank of America has experience leading more than 160 financial advisers across nine offices in Texas and Arizona who collectively managed about $19 billion in client assets during his tenure at Merrill Lynch
04/28/2016
Founded in 1967, W. R. Berkley Corporation is an insurance holding company that is among the largest commercial lines writers in the United States and operates in two segments of the property casualty business: Insurance and Reinsurance.
04/27/2016
Linden will oversee Collateral Management as part of Institutional Custody business
04/27/2016
He will help Credit Suisse grow its flow trading platform
04/27/2016
Bettencourt took over as market executive for the Boston financial market this month
04/26/2016
Asset manager OppenheimerFunds Inc has hired Sharon French from Bank of New York Mellon Corp to head of its smart beta business.
04/26/2016
Investment management firm Franklin Resources Inc, which operates as Franklin Templeton Investments, said it appointed Dan O'Lear as president of Franklin Templeton Distributors.
04/26/2016
Rick Zagrodny, President of the IAM Real Estate Group, said "David is an experienced real estate professional and was most recently Vice President, Investments at Fiera Properties where he was responsible for acquisitions and was a key contributor to
04/26/2016
Erickson, 54, will be based in Pasadena, California, and report to Chief Executive Officer Ellen Alemany, New York-based CIT said Monday in a statement.
04/26/2016
The 35-year industry veteran will focus on client and advisor r
04/26/2016
Erin Donnelly to Lead DCIO Business and Expanded Focus on Helping Advisors, Consultants, and Plan Sponsors Build Successful Retirement Plans
04/26/2016
He specializes in transactional risk solutions and helping JLT clients to identify, assess and mitigate risk to provide greater opportunity for growth.
04/25/2016
The Federal Reserve Bank of Philadelphia helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government.
04/25/2016
Bny Mellon is able to provide us with a solution tailored to our specific trading requirements that allows us to deliver timely, high quality services to our clients."
04/25/2016
Mr. Ward has a BSc, magna cum laude in Economics, from Villanova University and an MBA from Columbia Business School.
04/24/2016
TIAA, which is known for selling insurance and financial products to teachers, has been seeking to expand its role as a third-party money manager after rebranding this year.
04/24/2016
Mr. Schoenbrodt is a frequent speaker, writer and contributor on trust, estate and tax topics.
04/24/2016
He was previously the global head of Middleware Engineering at Goldman Sachs
04/22/2016
With more than 12 years of experience, Busalacchi most recently was Market Director for Wealth Management for Chase Wealth Management and JPMorgan Securities in multiple territories in the United States.
04/22/2016
“We are committed to growing in the California market and we will do so by recruiting and developing top performing talent,” Michael T. Feldman, head of the wealth markets group at MUFG’s U.S. bank, said in the statement.