03/17/2014
Evercore Trust Company, N.A. announced today that Alan Lebowitz has joined the firm as a Senior Advisor based in Washington, DC. Mr. Lebowitz will provide guidance on policy and regulatory issues impacting Evercore Trust clients and consult on specific en
03/17/2014
He will manage and build on AXA IM’s pre-existing relationships with a number of U.S. consultant firms to further enhance their awareness of AXA IM expertises
03/14/2014
Global alternative asset manager The Carlyle Group today announced that former General Motors Chairman and CEO Daniel F. Akerson rejoined the firm on March 1, 2014 as Vice Chairman and Special Advisor to the Board of Directors.
03/13/2014
Thompson brings more than 25 years of commercial and consumer lending experience to this newly created position for the San Antonio-based company.
03/13/2014
Capco, the global business and technology consultancy dedicated solely to the financial services industry, today announced the addition of Barry O’Connell to the firm’s Banking Practice Partner team in North America.
03/13/2014
Bank of America's head of global prime brokerage, is in talks to leave that firm.
03/12/2014
Raymond James Names COO for Private Client Group
He joined Raymond James in 1998 as a branch manager, attracted by the firm's client-centered philosophy and culture of independence.
03/12/2014
The position reports to Richard Skae, Northeast Division Director,
03/12/2014
Merrill Lynch, whose army of stockbrokers has shrunk almost 15 percent since it was bought by Bank of America Corp five years ago
03/12/2014
Fireman’s Fund Insurance Company is pleased to announce the appointment of Kate Norris to business relationship manager focusing on family offices.
03/12/2014
U.S. Bank is bolstering its high-net-worth wealth management business in Seattle and Bellevue, Wash.
03/11/2014
State Street Corporation today announced the appointments of two senior executives to its Alternatives Investment Solutions' North American Private Equity Fund Services team.
03/11/2014
He has assisted clients in the evaluation of target operations, quality of earnings, working capital cyclicality, assessment of impact to changes in business trends
03/10/2014
Ed Nusbaum has been appointed for a second term as global CEO of Grant Thornton, it was announced today.
03/10/2014
They will report to Stan Gregor, President and Chief Executive Officer of Cantor Fitzgerald Wealth Partners.
03/07/2014
Morgan Stanley vice chairman of Wealth Management Named Chair of ELC
Morgan Stanley managing director to lead prestigious Fortune 500 senior leadership group
03/07/2014
As Mr Corbat tries to rebuild Citi’s reputation, he still faces challenges. Last week, the bank announced the discovery of alleged fraud at its Mexican unit, Banamex.
03/07/2014
Raymond James Welcomes $1.9 Million Team from UBS Financial Services
Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.
03/07/2014
UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.
03/06/2014
He will play an active role in advising the Firm on investment strategies, allocation and manager selection.