-
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 -
As CEO, she leads the efforts of seven specialist investment firms. Together, these companies offer investment solutions across every major asset class.
September 27 -
Martin heads the NYSE Group division of Intercontinental Exchange, having worked for the company and its predecessors for more than two decades.
September 27 -
Yeshaya joined Morgan Stanley as a college intern and returned after graduation as an investment banking analyst. She rose up in the fixed income division before being chosen by CEO James Gorman to be his chief of staff in 2015.
September 27 -
Knox has run the private bank since 2018. It is one of two units in Bank of America's private wealth and investment management division, along with Merrill Wealth Management.
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