The Latest

Andrew Christians is the managing director of financial institutions at the investment bank Donnelly Penman & Partners.

Greg Cunningham is the senior vice president of financial institutions at the investment bank Donnelly Penman & Partners.

Ed Carpenter is the chairman and CEO of Carpenter & Company, a consulting firm that has advised on the formation of hundreds of banks across the U.S.

FP's playlist gives financial advisors and clients tunes about the almighty dollar that bounce around from jilted to joyful and keep the party going strong.

New recruit hired to lead West Coast family office business.

Anneliese Scherer is a forensic accounting and valuation services manager at Fiske & Company whose focus is on assignments related to a variety of industries. Her expertise allows her to combine math, logic, accounting standards, tax laws and other relevant rules.

Regulators allege the CPA provided an air of legitimacy to John J. Woods' scam that defrauded 400 clients in 20 states.