11/13/2013
Merrill Lynch hires adviser from Goldman Sachs
Bank of America's Merrill Lynch Wealth Management said Wednesday that it had hired a financial adviser from Goldman Sachs for its Dallas office.
11/13/2013
Bank of America's Merrill Lynch Wealth Management said Wednesday that it had hired a financial adviser from Goldman Sachs for its Dallas office.
11/12/2013
He joins from SunTrust Private Wealth Management
11/12/2013
Shrestha Brings 15 Years of Experience to Energy Banking Team
11/12/2013
Beshar Brings Deep Expertise in Institutional and Consultant Relations to New PositionWill Leverage Broad and Specialized Capabilities of Nuveen’s Multi-Boutique ModelTeam to Focus on Building Strategic Partnerships with Clients and Consultants
11/11/2013
Prior to RBC, he worked with Ferris Baker Watts from 2003 until 2009. Before working with various other firms
11/11/2013
Private Bank has nabbed the assistant research director of GE Asset Management to lead the bank’s U.S. equity portfolio team.
11/11/2013
Nomura, Asia’s global investment bank, announces the continued strengthening of its investment banking operation in the Americas with the appointment of six Managing Directors.
11/11/2013
Stanicky has 14 years of experience, and previously covered health care for Canaccord Genuity Group Inc. (CF), Goldman Sachs Group Inc. and Citigroup Global Asset Management.
11/10/2013
BNY Mellon Wealth Management is building out its international team.
11/07/2013
Capital Bank Financial Corp. today announced that Zahid Afzal has been hired as the Company's Chief Technology and Operations Executive. Mr. Afzal joins Capital Bank after more than 27 years with leading global and regional financial services and tec
11/07/2013
In his new role, he will work alongside current Head of Investment Banking Dav Mosby to guide day-to-day management and set the long-term strategic direction for all of
11/06/2013
Marty Flack has more than 30 years of investment and client relationship experience, and is now one of Legacy Trust Family Wealth Offices' newest team members.
11/06/2013
Advocacy Wealth Trust to have direct focus on special needs and settlement planning
11/06/2013
With other recent hires, firm's wealth management unit has more than $5.2 billion
11/06/2013
Nick Lane to serve as Head of U.S. Life & Retirement; Sharon Ritchey to be named Chief Operating Officer
11/05/2013
In his new role, He is responsible for providing comprehensive wealth management advice to high-net-worth individuals, families, entrepreneurs, business owners, foundations and endowments.
11/05/2013
J.P. Morgan Chase & Co., in its bid to compete in the private banking sector serving high-net worth individuals, has hired an executive director to its growing wealth management team in Nashville.
11/05/2013
JPMorgan's head of security, Tom Higgins, recently left the bank
11/04/2013
Spangler served as chair of the investment funds group at his prior firm. He has worked on a wide range of funds, including hedge funds, private equity funds, venture capital funds and funds of funds.
11/04/2013
In his new role he will provide senior M&A coverage to clients across industries and regions, with a particular focus on clients on the US west coast, the memo said.