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The UBS executive is named to chair a CFP Board council, changes at Citi Private Bank, and more.
May 13 -
A Heisman Trophy winner and former vice chairman of Citigroup Private Bank, has been named to Wilmingtons advisory board.
May 13 -
In a move to grow its business to the ultra-high-net-worth set over the next few years, Citi Private Bank has appointed Daniel J. Williams and Steven A. Gold to its private banking ranks.
May 12 -
The company hired Daniel J. Williams and Steven A. Gold to add to its ranks on both coasts.
May 12 -
Vanguard Chairman Emeritus Jack Brennan will represent mutual funds on joint committee.
May 12 -
In an apparent succession plan, the fund giant has also hired BNY Mellon President and CEO Ronald P. OHanley.
May 11 -
Bank of America Merrill Lynch hired Jon Krahulik as managing director and global head of clean technology investment banking and Riaz Ladhabhoy as director, clean technology investment banking.
May 11 -
Fidelity has promoted Abigail Johnson, president of personal and workplace investing, to president, personal, workplace and institutional services—effectively in charge of all distribution channels, and hired BNY Asset Management President and CEO Ronald P. O’Hanley to head asset management and corporate services.
May 11 -
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A new legal eagle at BNY Mellon, executive changes at MassMutual and more.
May 6
