The financial industry veteran will be taking over a broad mandate, including developing investment strategies and overseeing multiple groups across Citi's wealth business.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
The firm is making headway in the Florida wealth market with four wirehouse advisors who collectively oversaw nearly $2 billion at their former firms.
More than a year after welcoming industry veteran Andy Sieg, the Wall Street giant is under more pressure than ever to resolve organizational dysfunctions and deliver on promised growth.
The newest additions to Bank of America Private Bank bring more than half a century of cumulative experience, including previous roles at JPMorgan.
The Canadian bank-owned wealth giant is strengthening its presence in Virginia as it welcomes the 23-year veteran to its network.
The world's biggest wealth manager is looking to extend that dominance in the planet's largest wealth market – after it settles its unfinished business with Credit Suisse.
The Wall Street giant is reportedly sweetening its recruitment packages for top-gun professionals as it continues to navigate a yearslong compliance cleanup.
The iconic Wall Street leader will assume the role as the search continues for the global entertainment titan's next chief executive.
“Advisors from the banks are coming to Wells Fargo to find out more," says one well-placed source.
He joins the firm's private wealth division in South Florida as the newest addition to a $7.2B advisory team.
“There was also cash moving off the sidelines,” one Merrill executive noted.
Wells Fargo Advisors management stresses stability, while recruiter says it appears "faucet of advisors leaving has turned into a drip."
The BofA wealth unit's latest additions in Texas and New York reportedly oversee $950M in client assets combined
The wirehouse's latest addition in Manchester, New Hampshire arrives with more than two decades of industry experience.
The US Senator pressed regulators to place growth restrictions on the Wall Street giant, citing repeated failures in its compliance and risk management.
The firm's latest string of hires from Morgan Stanley and Wells Fargo, expand its profile in the California and Miami markets.
The six-advisor team led by two brothers widens Wells Fargo Advisors' high-net-worth Private Client Group in New York City.
Bank of America Private Bank is boosting its ultra-high-net-worth presence in Atlanta, Georgia and the broader Southeastern region with its latest addition.
The firm has reportedly named two executives to align the two units in a bid to grow assets and land deal opportunities.
