11/11/2014
The team, which focuses on high-net-worth clients, managed more than $972 million in combined assets and deposits and had $5.95 million in revenue, a Wells Fargo spokeswoman said.
11/07/2014
He was Managing Director at U.S. Trust, Bank of America Private Wealth Management, where he served as a Private Client Advisor.
11/07/2014
A number of high-profile brokers have left Bank of America Corp's Merrill Lynch wealth management unit in recent weeks, and top executives at the company have grown concerned enough to ask business head John Thiel to explain the departures
11/06/2014
He’ll be based in New York and report to Michael Kushma, 57, chief investment officer for fixed-income.
11/05/2014
His unparalleled experience as chief executive of Canada's largest financial institution, and his renowned commitment to sound corporate governance and strong risk management practices, will be tremendous assets to BCE shareholders," said Tom O&
11/05/2014
Bank of Nova Scotia said Tuesday it will take $451-million in restructuring and other charges, surprising analysts who characterized the overhaul as unusual outside a crisis period and something that could weigh on the valuation of other Canadian banks.
11/05/2014
Portnoy will use his broad investing, research, and writing experience to develop new investment educational and solutions-oriented content for financial advisors and clients who invest in Virtus offerings, including the Virtus Mutual Funds.
11/05/2014
He has assisted transactions in the business services, consumer, industrials, healthcare, and technology sectors.
11/04/2014
Garcia-Saladrigas, who will report to Managing Director Luis Castellanos, joined from J.P. Morgan Chase & Co where he was a private banker