04/29/2016
SunTrust hires private wealth team from national bank
As a result of our conversation, I thought that we as a team should sit down with SunTrust and discuss some of the details.
People Moves
04/29/2016
U.S. Bank names new leader for HNW unit in San Diego
He succeeds John Zygowicz, who retired in late 2015, the Minneapolis-based bank announced this week.
04/28/2016
Morgan Stanley's Chief Admin Officer For Wealth Unit Retires -Memo
Morgan Stanley's chief administrative officer for its wealth management division, Lisa Golia, has retired.
04/28/2016
Bank of America promotes Merrill Lynch executive to lead San Antonio market
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
W. R. Berkley Corporation Appoints Three Senior Executives to High Net Worth Personal Lines Business
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
Wilmington Trust Hires Scott Linden as Managing Director for Collateral Management
Linden will oversee Collateral Management as part of Institutional Custody business
04/27/2016
Credit Suisse takes Mallgrave from Goldman
He will help Credit Suisse grow its flow trading platform
04/27/2016
Merrill Lynch names new leader of Boston market
Bettencourt took over as market executive for the Boston financial market this month
04/26/2016
OppenheimerFunds Hires Sharon French As Beta Solutions Head
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
Franklin Templeton Appoints U.S. Retail Distribution President
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
Integrated Asset Management Announces Appointment of David Pappin as Chief Operating Officer of IAM Real Estate Group
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
Cit Group Names John Erickson President of Consumer Banking
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
Raymond James' Alex. Brown Adds Retired Exec
The 35-year industry veteran will focus on client and advisor r
04/26/2016
TIAA Global Asset Management Announces Unified and Expanded DCIO Team
Erin Donnelly to Lead DCIO Business and Expanded Focus on Helping Advisors, Consultants, and Plan Sponsors Build Successful Retirement Plans
04/26/2016
JLT Specialty USA Appoints Michael Musial as Senior Vice President
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 Boardroom: Federal Reserve Bank of Philadelphia names director
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 to Provide Winterflood Securities With US and Canadian Clearing and Custody
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
Dan Ward Agrees to Join Evercore as Senior Managing Director in the Energy Corporate Advisory Practice in New York
Mr. Ward has a BSc, magna cum laude in Economics, from Villanova University and an MBA from Columbia Business School.
04/24/2016
TIAA Adds Martha Willis To Promote 861 Billion Money Manager
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
Frederick K. Schoenbrodt, II Joins Bressler, Amery & Ross as Estate Planning and Administration Practice Chair
Mr. Schoenbrodt is a frequent speaker, writer and contributor on trust, estate and tax topics.