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Thirteen executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, SunTrust, Wells Fargo and U.S. Bank. Find out who they are and what their new roles entail.
January 11 -
Brian Lamb succeeds Mike Michael who was named to the post in May.
December 22 -
The exec will lead the private banking business across 10 markets.
November 2 -
The bank completed the acquisition of a local insurance agency without the executive hired to grow the bank's insurance business.
November 1 -
The launch comes as banks and other players in the advisory industry vie for the $30 trillion in wealth that is expected to change hands in next several decades.
May 15 -
Banks have warmed up to digital wealth management tools but will need to use their human advisers, too, to beat fintechs.
May 12 -
Mike Michael, an executive vice president and regional president, takes over the business from Philip McHugh, who now heads the consumer bank.
May 4 -
The family claims that the holdings in their trusts were overly concentrated in the shares of the once prominent publicly listed company that that went bankrupt in 2015.
April 10 -
The bank plans to acquire a Cincinnati insurance agency as part of an initiative to increase fee income and boost insurance services.
February 27