Finance

Heitsenrether recognized that JPMorgan Chase had the ability to take client data and turn it into actionable business intelligence for the bank’s clients.

Since Hung joined the firm in 2010, NYLIM has nearly quadrupled its assets under management through a combination of geographic expansion, organic initiatives and acquisitions.

Under Knox's leadership, the private bank had a banner year in 2020, riding high on the market's rise. Her unit had revenue of $3.3 billion.

Noticing that anxiety was high and moral was eroding for her team in the wake of the coronavirus pandemic, Kedia decided to focus on projects that would be impactful, including deploying new digital tools and launching new products.

Under Setiz's leadership, Russell scored an A /A+ rating from the United Nations-supported Principles for Responsible Investment in 2020.

A year after McShane took over, the bank’s CRE operations posted a 5% increase in profits, despite the challenges of the pandemic.

In the midst of the COVID-19 pandemic, Burke has taken on massive projects such as the company's headquarters transition from New York to Nashville, Tennessee.

With Venkatraman’s guidance, Credit Suisse’s investment bank has also joined the financial industry’s move toward cloud computing.

Liu became head of Citi’s North American private bank in 2019 and, in 2020, beat her projections by 12% despite the pandemic.

Hackley, proud of her Cuban heritage, has made a point of mentoring and recruiting Hispanic undergraduates and MBA students.

Since becoming head of investment and corporate banking at Mizuho Americas, Katz has lead it through explosive growth in its M&A strategy and leveraged buyout practices.

As global co-head of mergers and acquisitions at J.P. Morgan, Aiyengar is the only woman and only person of color to hold such a position.

Mohr, the chairperson of the Fairness Opinion Committee, vets every fairness opinion originating in both Asia and the Americas, ensuring that M&A transactions are equitable for all.

Neobanks and Fintechs have raised the bar in terms of client experience and expectations, forcing incumbents to break free and innovate. Now they are coming after the next generation, launching next-gen youth-focused offerings. Europe is leading this charge with nearly half of the startups based in the region. With the increased popularity and competition how are these neobanks finding different ways to market and monetize? In this session hear from Taylor Burton, co-founder of Till Financial on why there is a race to capture the next generation and how Fintechs like Till Financial is turning is a popular trend into a profitable business.

The robo advisor plans to use the capital to expand its business-to-business units.

Two of the most generous tax loopholes are on the chopping block, the latest surprise in emerging tax increases.

Dave banking app originally created to do away with overdraft charges has taken the industry by storm. It's on a mission to advance financial opportunities for all Americans. Join Penny Crosman, Executive Editor of American Banker and Jason Wilk, CEO and Co-Founder of Dave as they talk about how this app is changing the way people manage their money and what’s in store for the future of one-stop-shops for finances.

Aaron Klein will remain CEO and previous investors like FTV Capital will exit in the recapitalization deal.

Find all of the data from FP’s annual survey of the industry and ranking of firms by yearly revenue.

Sonya Lutter joined Herbers & Co.'s Academy as its new director of institutional research and education.