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With the November acquisition of Adenza, a risk management and regulatory reporting software provider, Nasdaq continued the fintech expansion that Friedman has championed since she took the CEO job in 2017.
September 24 -
Hung joined State Street Global Advisors in December 2022, following a 12 year stint at New York Life Investments, including 7 1/2 years as its CEO.
September 24 -
Merrill Wealth Management added a record 37,500 net new clients in 2023, up nearly 50% from 2022, and added $38 billion AUM from clients in 2023, nearly five times its AUM increase in 2022.
September 24 -
In her daily duties at BNY, Smits, who is originally from the Netherlands and now based in Britain, leads the bank's seven investment firms which have a combined $2 trillion in assets.
September 24 -
Milrod has led the bank's foray into digital finance and its efforts to become more product-driven.
September 24 -
Knox leads more than 4,500 professionals at Bank of America Private Bank, which generates $3.6 billion in annual revenue and has $640 billion in client balances from high-net-worth individuals, families and institutions.
September 24 -
Yeshaya leads a team of 3,600 employees managing the financial resources of a firm that has swelled to $1.2 trillion in assets following landmark growth in wealth management.
September 24 -
Under McShane's guidance, Wells Fargo became No. 1 in real estate investment banking for the first time, achieving a market share of 15.2%.
September 24 -
As global head of advisory, Aiyengar directs M&A and also leads the corporate advisory and sustainable solutions and director advisory services lines of business.
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The private bank, which Liu leads, is one of three areas of wealth management, which, in turn, is one of five business lines Citi CEO Jane Fraser is focusing on for future growth and profits.
September 24