12/02/2011
BofA's online banking executive moving to JPMorgan
He becomes the latest high-profile departure at the nation's second biggest bank, which shook up its leadership in recent months as part of a massive cost-cutting campaign.
People Moves
12/02/2011
Mariner Wealth Advisors expands team
The hiring of O'Regan is the latest in a series of initiatives to expand Mariner's national wealth management footprint, which began earlier this year with the acquisition of the advisory business of CBIZ Wealth Management, an individual wealth
12/01/2011
Barclays Wealth hires for wealth advisory business
In his new role, Malhotra will focus on advising existing clients and attracting new ones to Barclays Wealth.
12/01/2011
Lenox appoints president and COO
Mr. Hummel came to Lenox after successful assignments with Deloitte & Touche and Ward Financial Group. Jay was honored in the Cincinnati Business Courier's 2006 "40 under 40" for his community and business leadership.
11/29/2011
BNY Mellon Wealth hires regional director in Boston
Weeks will oversee 10 private bankers who work directly with clients throughout New England.
11/24/2011
Bank veteran leaves US-based lender
The exit comes after the bank scaled back its climate- related practice
11/23/2011
John Hancock creates new executive position
John Hancock creates new executive position
11/22/2011
Top US bank doubles number of financial solutions advisors
Top US bank doubles number of financial solutions advisors
11/22/2011
Top law firm appoints two new group heads
Top law firm appoints two new group heads
11/22/2011
NY-based asset manager rolls out executive hires
NY-based asset manager rolls out executive hires
11/22/2011
Raymond James Expands Executive Ranks
Raymond James Expands Executive Ranks
11/21/2011
NY bank poaches rival bank's director for LatAm unit
In an effort to bolster its Latin American debt capital markets team, J.P. Morgan has hired Carlos Aspillaga away from Barclays Capital to act as its executive director, heading government debt and Colombian, Central American and Caribbean corporate debt
11/18/2011
Global law firm adds leading attorneys to private client practice
The appointments would help the firm maintain its lead managing trusts, estates, and assets of individuals and families in the U.S. and abroad
11/18/2011
Baird continues hiring spate
The team expansion would continue into 2012
11/18/2011
Top US bank nabs two UBS advisors
The appointment follows a string of high-profile hires by the financial services firm
11/18/2011
Morgan Stanley boosts asset mgmt unit with key hire
The official joins the firm from Guggenheim Partners LLC
11/18/2011
Wealth management division taps new senior relationship manager
He was previously Senior Client Account Manager and New York Team Leader at Bessemer Trust Company.
11/17/2011
PGB Trust & Investments expands wealth management team
He joins PGB Trust & Investments from US Trust/Bank of America Private Wealth Management, where he most recently served as Market Trust Director.
11/17/2011
Global banking giant rolls out hundreds of jobs cuts in New York
The move comes after the lender filed notice with the New York State Department of Labor earlier this week
11/17/2011
Top insurer appoints industry veteran
The hire highlights the group's aim to expand its business in Asia