01/04/2016
Oppenheimer & Co. Inc. Names Chief Marketing Officer
She will be based out of the firm's New York headquarters and will be the newest addition to the Management Committee. She reports into Rob Lowenthal, Senior Managing Director.
01/04/2016
Mason Braswell And Jed Horowitz Bring In-Depth Reporting Experience To Fast-Growing News Site
01/04/2016
The original team, which came together in the mid-1980s, has expanded significantly as the firm’s capital base and investment scope have grown.
01/04/2016
Burdick succeeds Scott Bessent, who left Soros to start hedge-fund firm
01/04/2016
Wealth management has become a lucrative business in South Florida because of the number of wealthy people who live and vacation here.
12/30/2015
Perciak was an executive at Fifth Third from 1999 to 2004.
12/30/2015
Veteran steps down as global wealth head
He will retire on June 30 but no longer serve as a vice chairman and head of global wealth as of Jan. 1.
12/27/2015
Prior to Waverley Labs, he was the general manager of federal programs for CyberPoint International, providing consulting support to multiple US government customers.
12/23/2015
One of the nation’s oldest and largest associations representing the interests of insurance professionals and financial advisors
12/22/2015
Itaú BBA International provides support to Itaú BBA by linking clients in Latin America seeking to increase business ties with Asian and European investors, and vice versa.
12/22/2015
Goldman's investment bank is closing in on one of its best years on record.
12/22/2015
Frank Campanale has had this post for the past two years
12/18/2015
Bank of America Names Market President for Chicago
In this role, he will work across the region to connect Bank of America’s business lines to deliver integrated financial services to individuals, families and businesses.
12/18/2015
Boston Private picks familiar face for bank CEO role
Mark Thompson, now CEO of Boston Private Bank and president of the holding company, is stepping down at the end of December.
12/18/2015
HarbourVest Partners Names Hedge Fund Industry Veteran As IR Chief
In his new role, Kase will be based in Boston and responsible for all aspects of the firm’s global sales, client relations and marketing communications efforts.
12/18/2015
These changes are designed to position EY Tax Services to continue the substantial growth of its 2015 fiscal year while focused on delivering exceptional client service and innovation for its clients.
12/18/2015
Citi's Board of Directors has announced that it has elected Renee James and Ellen Costello as new independent directors, with service commencing January 15, 2016.
12/17/2015
SC Studios keeps the Bank at the forefront of key technologies and emerging trends.
12/17/2015
Senior Investment Professional To Work In Expanding Boston Office
12/17/2015
She served as senior vice president, regional retail market manager for TD Bank as well