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Meister is guiding the company into the second phase of its transformation. Having honed its approach to ultra high net worth clients, it is now turning to a new segment — high net worth clients.
September 27 -
Before her promotion to global co-head of debt capital markets, Graper headed Barclays's U.S. investment grade syndicate team for nearly a decade.
September 27 -
Mariniello became global co-head of debt capital markets for London-based Barclays this April, a promotion from heading the bank's debt capital markets for the Americas.
September 27 -
Johnson joined the family business in 1988, becoming its CEO in 2014 and chair two years later. Since then, she has continued to push Fidelity to expand.
September 27 -
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