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Griffith and Grubb upgrade sales management in Fifth Thirds Midwest footprint while Woods breaks ground in its southern territory.
July 9 -
Fiduciary Trust hires Mary Davis as senior account manager and Lisa Marcus as business development officer.
July 9 -
Bank of America Corp. hired two veterans from Fidelity Investments to help continue the expansion of its retirement services operation.
July 8 -
A new analyst at Aite, a series of hirings at Wells Fargo Advisors, and more executive changes.
July 8 -
Samoset Capital Group has snagged John Straus, a former UBS executive, to head one of its subsidiaries.
July 8 -
Rich Linton was hired as head of business retirement solutions and Steve Ulian as head of institutional retirement and benefits solutions, the Charlotte, N.C., banking company said in an internal memo Thursday.
July 8 -
Fieldpoint Private Bank and Trust announced Wednesday that it hired Robert S. Matthews as its president and chief executive.
July 8 -
Bank of America/Merrill Lynch has recruited David Oman from UBS to serve as chief risk officer for Europe, the Middle East and Africa operations.
July 7 -
Robert S. Matthews worked for Smith Barney and Citigroup for the past 25 years in its global private banking, wealth management and family office services units. He replaced Kevin McCabe, who was president and chief executive officer since Fieldpoint was founded in 2008.
July 7 -
Baird Private Equity, the global private equity group of Robert W. Baird & Co. announced the promotion of Michael Liang to partner of Baird Venture Partners, the hiring of Jamie Bellanca as an executive-in-residence with Baird Private Equity and Lily Wang as an associate with Baird Capital Partners Asia.
July 7 -
Who's in best position to achieve real-time surveillance of markets?
July 6 -
After launching an initiative to revamp its wealth management business in April, Hartford Financial Services Group said John C. Walters, current president of wealth management, will leave Hartford at the end of July to "pursue other opportunities."
July 5 -
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A new leader at RiverPark Capital, ramping up at BNY Mellon Wealth Management, and more executive changes for the week.
July 1 -
Jefferies & Co. said on Wednesday it hired Michael Anderson as a managing director in its global equity capital markets group, responsible for coverage of financial institutions.
July 1 -
Jefferies & Co. said on Wednesday it hired Michael Anderson as a managing director in its global equity capital markets group, responsible for coverage of financial institutions.
July 1 -
After launching an initiative to revamp its wealth management business in April, The Hartford Financial Services Group announced Wednesday that John C. Walters, current president of wealth management will leave at the end of July to pursue other opportunities.
June 30 -
UBS continues to add to its advisor staff, announcing three new additions today in two different Florida offices.
June 29 -
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Paul Callelo is named chairman of investment bank
June 25




