Organization Root Tag

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.

Milrod has led the bank's foray into digital finance and its efforts to become more product-driven.

As managing partner at Edward Jones, Pennington's in charge of 8 million clients, more than 19,500 financial advisors and $2.1 trillion assets under management.

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. 

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.

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%.

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.

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.

Marrs leads the company's second-largest business by revenue that accounts for about 25% of American Express' total revenue.

On November 1, Cheung is slated to become president and CEO of S&P Global. She is succeeding Doug Peterson, who has been CEO since 2013.

Cohen manages $6.6 trillion in assets, and her team of more than 380 professionals advises more than 120 million investors in 67 countries.

At Goldman, Minnis oversees teams worldwide that advise corporate and sponsor clients on their credit, acquisition and other financial decisions.

As senior executive vice president and chief institutional client officer at TIAA, Gibson oversees the company's core retirement business.

Bank of America is planning to open 165 new branches by the end of 2026. As brick-and-mortar locations remain critical for adding new customer accounts, JPMorgan Chase and Wells Fargo are also making targeted additions to their branch networks.

While other Washington regulators revise their approaches to merger reviews, the Federal Reserve has made no official change to its framework. The $35 billion merger could demonstrate just how differently the central bank is approaching the issue — if at all.

The suit was filed by three New Jersey residents who alleged that BofA froze their prepaid debit cards during a pandemic-era fraud wave, blocking them from accessing unemployment benefits.

Kaplan rose though the municipal finance department to become one of the first handful of female partners at Goldman Sachs in 1990.

After doing "some really intensive thinking," the Buffalo-area lender said it found the partner it was looking for in the Norwich, New York-based NBT Bancorp.

The new bank-led digital wallet is signing up financial institutions, but payment experts say broadening its merchant base and reaching consumers will be an uphill climb.

The new rules on custodial account records could address the issues that the Synapse bankruptcy caused in the fintech world but also could complicate relationships between banks and fintech partners, experts say.