Harold Finders, chief executive officer of SunGard Financial Systems, said, “Regulatory requirements and economic pressures across the financial services industry are driving organizations to seek managed services offerings that can help them reduce
Ms. Bryant was one of three original founders of The Private Trust Company. Since that time she has served as CFO and operating officer for PTC, with responsibility for managing the firm's accounting, operations, compliance, and information technolog
With a wealth management career spanning over three decades, Head brings to Gresham broad knowledge of fiduciary, investment management and other wealth management services. As a personal advisor to many wealthy individuals and families, Head has helped t
Michael Sak joined Citi on Thursday from JP Morgan, where he worked for more than a decade, most recently as a vice president in the firm's private wealth management group
He will cover information technology hardware and report to David Bleustein, head of U.S. equities research, the Zurich-based bank said today in a memo to employees.
He has an extensive client base that includes corporations, financial institutions, financial sponsors, family offices, insurance/pension funds, sovereign wealth funds, hedge funds, and private equity groups.
He will become chief executive officer of Barclays Africa and head of Africa strategy at Absa, the South African lender controlled by London-based Barclays, Absa said in a statement today.
He will join Morgan Stanley’s wealth management business in a senior role, according to the person, who declined to be identified because the company hasn’t publicly announced the hiring.
The Private Bank of California has announced the hiring of three key bankers who will spearhead the opening of the Bank's Orange County Branch Office, a full service location scheduled to open in Irvine this July.
The advisers, who joined Morgan Stanley Smith Barney in Missouri, Ohio and Texas, were longtime producers at their old firms before moving in April.