05/16/2012
Bank of America names new state president for Maine
He replaces Betsey Timm, who served as Bank of America state president since 2004, and state president for a predecessor institution beginning in 1998. Timm will retire in June.
05/16/2012
He replaces Betsey Timm, who served as Bank of America state president since 2004, and state president for a predecessor institution beginning in 1998. Timm will retire in June.
05/16/2012
Credit Suisse has told New York state regulators it will eliminate 126 jobs in Manhattan over the coming months.
05/15/2012
Borgogni represents both public and private companies in mergers and acquisitions, restructurings and corporate governance matters.
05/15/2012
Experienced Agricultural Investment Professional To Direct Farmland Property Manager Relationships, Acquisition And Disposition Processing
05/14/2012
Changing of the guard at HSBC
He steps down after serving as the bank’s CEO for eight years, but will stay on with the bank as chairman of its board of directors.
05/14/2012
Top executives at JPMorgan Chase are expected to resign this week following $2bn (£1.2bn) of losses at the bank's London trading desk, reports suggest.
05/11/2012
He will join the Swiss giant from J.P. Morgan where he spent the past 25 years building a rolodex of clients that include Simon Properties, MGM and Wynn.
05/10/2012
Tiedemann Wealth Management expands team with Barclays Wealth hire
With over 20 years experience in wealth management and financial services she was most recently Managing Director at Barclays Wealth
05/10/2012
Harold Finders, chief executive officer of SunGard Financial Systems, said, “Regulatory requirements and economic pressures across the financial services industry are driving organizations to seek managed services offerings that can help them reduce
05/09/2012
US Wealth Management firm Expands Team
Tiedemann Wealth Management has announced an expansion of its client services and business development team
05/09/2012
Chad Clary and Dane Crunk, who had been with Merrill Lynch since 1999 and 2000, respectively, registered Syntal Capital Partners LLC with the SEC on May 4 and announced their partnership with Dynasty this morning.
05/09/2012
Witthohn, CFA, has joined Emerald Asset Management, Inc. as Vice President for Product Development and ETF Strategies
05/08/2012
Ms. Bryant was one of three original founders of The Private Trust Company. Since that time she has served as CFO and operating officer for PTC, with responsibility for managing the firm's accounting, operations, compliance, and information technolog
05/08/2012
With a wealth management career spanning over three decades, Head brings to Gresham broad knowledge of fiduciary, investment management and other wealth management services. As a personal advisor to many wealthy individuals and families, Head has helped t
05/08/2012
Citi hires from JP Morgan's private wealth unit
He started his career in the infrastructure and operations group at JP Morgan, eventually working his way into the wealth management business.
05/08/2012
Janus Capital Group Inc JNS +2.92% today announced two senior-level appointments aligned with its efforts to enhance relationships and meet the evolving needs of clients around the globe.
05/07/2012
Oppenheimer appoints Chief Market Strategist
He joins OAM from his prior position as Senior Market Strategist at Ticonderoga Securities where he provided all macroeconomic, market outlook and strategy ideas to the firm and its clients
05/04/2012
He will cover information technology hardware and report to David Bleustein, head of U.S. equities research, the Zurich-based bank said today in a memo to employees.
05/04/2012
Family Office Exchange names new president
He brings to FOX a deep understanding of the unique needs of the wealthy and a career-long dedication to innovation and client service.
05/04/2012
He has an extensive client base that includes corporations, financial institutions, financial sponsors, family offices, insurance/pension funds, sovereign wealth funds, hedge funds, and private equity groups.