07/10/2012
The bankers -- Jon Krahulik, Herb Yeh and Sean Rogers from Bank of America and Ethan Zweig from Credit Suisse -- will be based in Palo Alto, California, and New York, Citi said in a statement.
07/10/2012
Lazard has recently bolstered its global Energy Group with senior-level hires. In February, Mark Renton, a 25-year veteran and former Vice-Chairman, Global Energy of Citigroup, joined the firm as a Managing Director, focused on mergers and acquisitions an
07/10/2012
The job cuts are the latest round in the bank's cost-cutting program, known as Project New BAC, and focus on the unit that makes loans to mid-sized companies around the country.
07/10/2012
Micronotes announced today that Suresh Bajpai, a senior executive with Citi with 22 years of consumer banking and cross-sell experience has joined the Micronotes' Advisory Board.
07/10/2012
“He was originally on a six-month contract and had a CEO role focused on marketing,” he said.
07/09/2012
Advisers Scott Christie and John Aitchison joined Concert Wealth from The Planning Group, a Scottsdale, Arizona-based wealth management firm. Aitchison was a vice president at The Planning Group, while Christie was a senior planning consultant.
07/09/2012
Deep Focus and Significant Expertise in University Endowments, Pension Plans and Family Offices
07/09/2012
He has 13 years of banking experience, works with venture capital and private equity clients in Silicon Valley.
07/09/2012
Hull, joined by his brother Patrick Hull and four others, left Morgan Stanley Smith Barney in late June to open Bluepoint Investment Counsel LLC, an independent firm based in Madison, Wisconsin.
07/09/2012
Alastair Cairns will replace Bourgeois as head of Americas for the Swiss bank’s money management group and Charles Shaffer is taking over Bourgeois’s role as head of distribution, said Suzanne Fleming, a spokeswoman for Credit Suisse Asset Man
07/09/2012
He replaces Patrick Boucher, who headed HSBC's research team in the Americas for six years.
07/08/2012
So what are we doing to correct this imbalance?
07/08/2012
Changes in the Trust & Securities Services and Cash Management for Financial Institutions business will position the business for further growth while maintaining best-in-class client service
07/05/2012
New position announced for company's FX Risk Management Group
07/05/2012
With staff now also on the ground in the U.S., HSBC said its platform covers all major time zones.
07/05/2012
He leads an initial team of nine professionals responsible for providing ultra high net worth clients with investment management, private banking, wealth impact planning, financial administration, and an exceptional client experience in the Cincinnati are
07/05/2012
Former hedge fund partner appointed to lead unit
07/05/2012
He will lead client relationships and investment strategy for the DC office and reports to Regional President Susan Traver.
07/04/2012
EVIC provides investment counsel services and custom wealth management solutions to high-net-worth individuals and families, trusts, charitable organizations and institutions.
07/04/2012
The Securities and Exchange Commission announced the appointment of Ken C. Joseph to lead the Investment Adviser/Investment Company Examination Program in the agency’s New York Regional Office.