08/07/2012
Gentry Wealth Management is a leading boutique financial planning and investment firm offering an extensive selection of private wealth accumulation and preservation services. With offices in Scottsdale, Arizona, Las Vegas, Nevada, and Salt Lake City, Uta
08/07/2012
BofA ML makes two key appointments
They will both join in September and be based in New York.
08/07/2012
He replaces Robert L. Bernstein, who joined Windham Capital in April as managing director for institutional sales.
08/07/2012
Throughout his career he has completed several successful assignments in general management, sales, finance, human resources, and research & development.
08/07/2012
SEI boosts Private Wealth Management division
Previously he was a Managing Director in the Investment Banking Division at Bear Stearns
08/06/2012
Prior to joining California United Bank in 2006, Sam Kunianski was head of commercial banking for US Bank in the Los Angeles Market in California and at Santa Monica Bank, which was acquired by US Bank in 1999. Before joining Santa Monica Bank, Mr. Kunia
08/06/2012
He had previously served as the head of U.S. institutional execution and risk for pan-European global markets at UniCredit.
08/06/2012
BNY Mellon Capital Markets has announced significant expansions of its Treasuries and Mortgage-Backed Securities trading desks
08/06/2012
She is currently the Head of Card Consumer-branded Products, will also be a member of the Chase Consumer & Community Banking management team.
08/06/2012
Prior to joining Integrated Wealth Management he was at TD Ameritrade
08/05/2012
Mr. Cross has a broad range of experience with municipal finance transactions in nearly every state, including experience with some of largest and most complex municipal financings ever undertaken.
08/05/2012
At Morgan Stanley Smith Barney they managed $253 million in client assets.
08/05/2012
Nell Diamond could be back on the party circuit.
08/02/2012
Dynasty Financial Partners has yet to conclude its search for new talent.
08/02/2012
FirstMerit appoints new EVP for wealth management services
Prior to joining FirstMerit he spent 27 years at JP Morgan Chase
08/02/2012
Statsick joined Bank of America in 2010 and previously spent 25 years in the investment management/estate planning industry.
08/01/2012
Hart spent the last nine years at Cowen and Company as a Managing Director and the Head of West Coast Mergers & Acquisitions where he principally focused on Consumer and Technology related M&A activity.
08/01/2012
The additions follow part of the company’s previously announced plan to hire 1,000 small business bankers nationwide.
08/01/2012
BlackRock is adding eight executives to its global executive committee, led by Chief Executive Officer Laurence D. Fink, bringing the total to 21, according to an internal memo sent today to employees, a copy of which was obtained by Bloomberg News.
08/01/2012
Citi hires Deutsche Bank private banker
Young joined Deutsche Bank in 2006, where he worked as a senior private banker in New York.