-
As part of TIAA's mission, Duckett is doubling down on her efforts to ensure that Americans save enough for retirement.
September 27 -
As president and CEO, Johnson is responsible for developing Franklin Templeton's overall strategic direction, executing on that strategy and advancing the firm's client-centric culture.
September 27 -
A native of Baltimore, Friedman grew up with finance: Her father, David Testa, was chief investment officer at financial advisory firm T. Rowe Price.
September 27 -
In early 2023, UBS took over the ailing Credit Suisse, and Harford has been hard at work integrating Credit Suisse's asset management business.
September 27 -
As chief product officer, Milrod now oversees a team of more than 500 professionals who provide a diverse range of services and products to institutional investors around the globe.
September 27 -
In perhaps the most high-profile deal Zapparoli advised upon, BofA Securities was joint bookrunner and global coordinator of Porsche's initial public offering last October.
September 27 -
JPMorgan appointed Heitsenrether as its first chief data and analytics officer in June, leading the adoption of artificial intelligence technologies across the bank's operations.
September 27 -
Pennington has been with Edward Jones since 2000. She has held such positions as financial advisor; principal, branch and region development and principal, client strategies group before being named managing partner.
September 27 -
Rodeheaver has been at the bank for more than 30 years. She started as a trust administrator, and 2004, she moved to the chief financial officer role, before becoming CEO in 2018.
September 27 -
Stewart's efforts to populate the C-suite with women have been successful: Three out of Sound's five-person C-suite are women, and a large portion of its retail management staff are women.
September 27