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Wealth management veteran, Lawrence E. Gore, joined Wilmington Trust as the newest managing director and senior private client advisor for the company’s wealth advisory services business in the Northeast. He will work out of the firm’s New York office.
May 13 -
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 -
Ameriprise Financial has put the finishing touches on its nearly $1 billion purchase of Bank of America’s long-term asset management business Columbia Management. The original agreement dates back to last September.
May 3 -
Putnam Investments has appointed Kelly Marshall as head of investment product management.
May 3 -
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Toscano, who left HSBC last year, resurfaces at Morgan Stanley
April 30 -
A new CEO at Hatteras Funds, Fidelity hires in Canada, and more executive changes for the last week of April.
April 29 -
French bank wants to become a tier-one prime broker
April 28 -
Fidelity Investments has hired William J. Henderson as chief executive officer of Fidelity Clearing Canada., reporting to National Financial President Sanjiv Mirchandani.
April 27 -
Orcel will maintain his existing role as executive chairman of global banking and markets
April 27 -
Although financial advisers expect 2010 to be a great year, wirehouses are still feeling the turbulence, and concerns about breakaway brokers, although waning, remain, according to Aite Group.
April 26


