03/01/2012
Boston wealth management firm taps new president
She was most recently a Managing Director at Athena Capital Advisors, a Boston-area investment advisory firm
03/01/2012
She was most recently a Managing Director at Athena Capital Advisors, a Boston-area investment advisory firm
03/01/2012
The Wall Street bank has replaced Canniffe with Richard Boseley, head of Asia-Pacific equity sales, who has assumed the additional responsibility, the memo and sources said.
03/01/2012
He spent seven and a half years as CEO of the Asia-Pacific region for BNY Mellon Asset Management
02/29/2012
He holds a bachelor's degree in finance from the University of Illinois Urbana-Champaign. He is a member of the Board of Directors of the Illinois Bankers Association, the Brain Research Foundation's Associate Board and the Rehabilitation Instit
02/29/2012
She replaces Lynn Rosinsky, who has left U.S. Bank.
02/29/2012
Holmes has been named Managing Director, Market Development for Alternative Investments.
02/29/2012
He succeeds Alex Muto, who is appointed to a new role as Head of Enterprise Transformation.
02/29/2012
Raymond James has snagged a four-member financial advisor team with $853 million in client assets from Merrill Lynch.
02/28/2012
Fowler previously served on the Fiduciary Trust Board from 1993 until 2006 when he joined the firm as a full-time employee responsible for business development.
02/28/2012
The decision was announced to partners earlier this month, with former co-chair Claudette Christian - currently based out of Washington DC - set to launch the new office.
02/28/2012
Fornell, 56, joins as a vice chairman and will focus on power and pipeline companies, San Francisco-based Wells Fargo said today in a statement. He was most recently a vice chairman at JPMorgan, where he worked since 1999.
02/28/2012
Sargent, who previously was associated with Merrill Lynch for nearly 20 years, will be accompanied in his move to Janney by Christine Lindsay, senior private client assistant. He joins the firm with $250 million in client assets.
02/28/2012
As CEO, Coleman will focus on enhancing the firm’s core market-making business and continuing to expand the firm’s client services offerings in the U.S. and abroad.
02/28/2012
She joined Neuberger Berman in 1998 and has over 25 years of legal and business experience in estate and financial planning.
02/27/2012
Do you know how to read the subtext?
02/27/2012
She joins BNP Paribas from JPMorgan, where she was most recently a managing director in charge of the US bank’s American Depository Receipts business.
02/27/2012
A successor will be identified in due course.
02/26/2012
The World Bank last week launched the nomination process to select a new president to succeed Zoellick when he steps down in June, inviting names from any of its 187 member countries. The Obama administration has said it would open the process to competit
02/26/2012
Mr Molinaro, 54, a 22-year veteran of Bear Stearns, remained at the bank until its final days, helping to arrange its government-brokered sale to JPMorgan Chase for $2 a share during the financial crisis in 2008.
02/26/2012
In a company release, JPMorgan Chase noted that in order to make room for the new employees, it plans to invest $18 million to renovate office space at two separate locations.