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Richard oversees a budget of $1.1 billion and manages a team of 5,000 employees globally at U.S. Bank.
September 24 -
Chayt started at Cincinnati-based Fifth Third as director of wholesale payments in 2016, after almost 19 years at Comerica leading its treasury management and business deposit services.
September 24 -
By the end of 2023, Fidelity served 43.2 million workplace participant accounts, 38.7 million retail accounts and 8.7 million wealth management firm accounts using its clearing and custody platform.
September 24 -
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