Private bank

FIRST FOOD FOR ALL FUNDRAISER RAISES OVER $46,000 TO BENEFIT THE ATLANTA COMMUNITY FOOD BANK

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수요일, 10월 5, 2022
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ATLANTA, Oct. 5, 2022 /PRNewswire/ -- Financial services professionals across the greater Atlanta area are helping put dollars to good use with the first-ever Food for All fundraiser to benefit the Atlanta Community Food Bank. The fundraising competition raised $46,510 to support the Food Bank and its mission of fighting hunger in metro Atlanta and north Georgia, providing enough food for 186,000 meals. Since the global pandemic, the Food Bank has seen significant increases in need for its services and has been working with various community and government partners to continue providing access to nutritious meals for food insecure neighbors.

Key Points: 
  • ATLANTA, Oct. 5, 2022 /PRNewswire/ -- Financial services professionals across the greater Atlanta area are helping put dollars to good use with the first-ever Food for All fundraiser to benefit the Atlanta Community Food Bank .
  • "The Atlanta Community Food Bank has a long history of industry partnerships, including the legal, accounting, and tech communities with our Legal Food Frenzy, Accounting Food Fight, and Tech Cares, Tech Shares competitions.
  • We are honored and thrilled to forge this historic relationship with the financial services community to kick off Food for All," said Kyle Waide , President & CEO ofAtlanta Community Food Bank.
  • Throughout the year, the Atlanta Community Food Bank connects more than 715,000 people with healthy and nutritious food.

Fannie Mae Names Anthony Moon Executive Vice President and Chief Risk Officer

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목요일, 9월 15, 2022
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WASHINGTON, Sept. 15, 2022 /PRNewswire/ -- Fannie Mae (OTCQB: FNMA) today announced it has appointed Anthony Moon as Executive Vice President and Chief Risk Officer (CRO), effective fourth quarter 2022. In this role, Moon will be responsible for Fannie Mae's Enterprise Risk Management, which oversees the company's governance and strategy for global risk management.

Key Points: 
  • WASHINGTON, Sept. 15, 2022 /PRNewswire/ -- Fannie Mae (OTCQB: FNMA)today announced it has appointed Anthony Moon as Executive Vice President and Chief Risk Officer (CRO), effective fourth quarter 2022.
  • In this role, Moon will be responsible for Fannie Mae's Enterprise Risk Management, which oversees the company's governance and strategy for global risk management.
  • Moon will be a member of Fannie Mae's Management Committee and report to David C. Benson, Fannie Mae's President and Interim Chief Executive Officer (CEO).
  • "With nearly 30 years of deep experience in market, credit, operational, and compliance risk, Anthony is well positioned to lead our risk management strategy, a core function of Fannie Mae's business and vital to maintaining the company's safety and soundness," said David C. Benson, President and Interim CEO, Fannie Mae.

J.P. Morgan Wealth Management Appoints New Chief Marketing Officer

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수요일, 9월 7, 2022
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J.P. Morgan announced today that Paul Halpern has joined as Chief Marketing Officer for U.S.

Key Points: 
  • J.P. Morgan announced today that Paul Halpern has joined as Chief Marketing Officer for U.S.
  • We have the right strategy, the right culture, and the right people, said Kristin Lemkau, CEO of J.P. Morgan Wealth Management.
  • As a member of J.P. Morgan Wealth Managements leadership team, Paul will report to CEO Kristin Lemkau and JPMorgan Chase Chief Marketing Officer Carla Hassan.
  • J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.8 trillion and operations worldwide.

Putnam Investments Names Jacquelyn S. VanderBrug as Head of Sustainability Strategy

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수요일, 9월 7, 2022
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Putnam Investments today announced that it has appointed Jacquelyn (Jackie) S. VanderBrug as Head of Sustainability Strategy for the firm, a new position that will report to Putnam President and CEO Robert L. Reynolds.

Key Points: 
  • Putnam Investments today announced that it has appointed Jacquelyn (Jackie) S. VanderBrug as Head of Sustainability Strategy for the firm, a new position that will report to Putnam President and CEO Robert L. Reynolds.
  • View the full release here: https://www.businesswire.com/news/home/20220907005334/en/
    Jacquelyn (Jackie) S. VanderBrug, Head of Sustainability Strategy for Putnam Investments (Photo: Business Wire)
    In helping to drive Putnams work in the sustainability arena, VanderBrug will lead a host of key ESG-focused business functions, such as Stewardship, Engagement, and Partnerships, and ESG Strategy and Integration.
  • She will work closely with an array of internal partners, including Katherine Collins, Head of Sustainable Investing, and Catherine Saunders, Head of Corporate Sustainability.
  • A respected 30-year industry veteran, thought leader and author, VanderBrug joins Putnam from Bank of America, where she most recently served as Head of Sustainable and Impact Investment Strategy.

Citi Private Bank and Cambridge Family Enterprise Group Offer a Roadmap for Family Enterprises to Navigate Through the Turbulent 2020s

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수요일, 9월 7, 2022
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Citi Private Bank today released The Future of Family Enterprise: Turbulence and Transformation in the 2020s , a report thats the result of a year-long study in collaboration with the research and education division of Cambridge Family Enterprise Group (CFEG).

Key Points: 
  • Citi Private Bank today released The Future of Family Enterprise: Turbulence and Transformation in the 2020s , a report thats the result of a year-long study in collaboration with the research and education division of Cambridge Family Enterprise Group (CFEG).
  • About Citi Private Bank and CFEG:
    Citi Private Bank is dedicated to serving worldly and wealthy individuals and families, providing customized private banking across borders.
  • Citi Private Bank helps clients grow and preserve wealth, finance assets, make cash work harder, safeguard assets, preserve legacies, and serve family and family business needs.
  • Cambridge Family Enterprise Group (CFEG) is a globally recognized authority on family enterprise and family wealth.

Research Reveals Top Considerations and Concerns for Middle Market Business Transitions

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화요일, 8월 30, 2022
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The research provides insights on the personal dynamics and drivers of middle market business transitions.

Key Points: 
  • The research provides insights on the personal dynamics and drivers of middle market business transitions.
  • NCMM surveyed 300 middle market executives including 75 owners of privately held middle market businesses who benefited from the sale of all or part of their companies in the past 24 months.
  • The National Center for the Middle Market is a collaboration between The Ohio State University Max M. Fisher College of Business, Chubb and Visa.
  • NCMM is fully committed to funding and distributing the most credible open-sourced research, dynamically creating new knowledge, providing programs that drive value for middle market companies, and offering a well-informed outlook on the health and future of the middle market via the Middle Market Indicator .

Bank of America Clients' 1 Billion Digital Logins in July Mark the Highest Month Ever

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목요일, 8월 25, 2022
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CHARLOTTE, N.C., Aug. 25, 2022 /PRNewswire/ -- Bank of America clients are increasingly relying on the company's award-winning digital solutions to manage their finances. Clients logged into the company's digital platforms nearly 1 billion times in July, the highest month ever. This follows a record 2.8 billion digital logins in the second quarter, up 11% year-over-year.  Today, the company has a record 55 million verified digital clients, up 5% year-over-year.  

Key Points: 
  • Clients logged into the company's digital platforms nearly 1 billion times in July, the highest month ever.
  • More than 72% of Bank of America households are actively using digital channels for more of their day-to-day needs and to plan for what's ahead.
  • More information on how Bank of America clients are engaging with digital banking is available in the bank's quarterly Trends in Digital fact sheet.
  • Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

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월요일, 8월 15, 2022
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TAMPA, Fla., Aug. 15, 2022 /PRNewswire/ -- Top private bankers from Wells Fargo and Bank of America today announced that they have joined forces to launch Fidelis Capital, an advisor-owned wealth management firm seeking to provide a superior private banking experience by surrounding clients with a diverse team of financial specialists who get to know each client personally in order to best provide for their financial needs.

Key Points: 
  • With teams based in both Tampa, FL and Dallas, TX, Fidelis Capital caters to select ultra-high-net-worth clients.
  • "In the past few years, the private banking model has changed drastically," said Neale Ellis, CFA, CPWA, Fidelis Capital Founding Partner & Co-Chief Investment Officer.
  • Matthew Ellis, with 24 years of experience in the financial industry, was most recently Managing Director at Wells Fargo Private Bank.
  • Founded by former private bankers from Wells Fargo and Bank of America, Fidelis Capital is the leading wealth management firm launched by principals from rival institutions.

BNY Mellon Wealth Management Names Palm Beach Market President

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수요일, 8월 10, 2022
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PALM BEACH, Fla., Aug. 10, 2022 /PRNewswire/ -- BNY Mellon Wealth Management has named William Eady as market president in Palm Beach, Fla.

Key Points: 
  • PALM BEACH, Fla., Aug. 10, 2022 /PRNewswire/ -- BNY Mellon Wealth Management has named William Eady as market president in Palm Beach, Fla.
  • Prior to joining BNY Mellon Wealth Management, he served as senior banker and executive director for J.P. Morgan's Private Bank in Palm Beach, leading a team of specialists deliveringcomprehensive wealth management strategies to ultra-high-net-worth clients, family offices, endowments, and foundations.
  • "The conditions are optimal to welcome William to lead this growing market with his extensive wealth management experience and deep roots in the Palm Beach market, which will help strengthen our delivery of our Active Wealth framework."
  • BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.

SVB Private Appoints Tom Fickinger as Head of Wealth Advisory West

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수요일, 8월 10, 2022
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SANTA CLARA, Calif., Aug. 10, 2022 /PRNewswire/ -- SVB Private, a leading provider of private banking, wealth planning and trust services for the innovation economy, today announced that Tom Fickinger has joined as Head of Wealth Advisory West.

Key Points: 
  • SANTA CLARA, Calif., Aug. 10, 2022 /PRNewswire/ -- SVB Private, a leading provider of private banking, wealth planning and trust services for the innovation economy, today announced that Tom Fickinger has joined as Head of Wealth Advisory West.
  • He is one of three regional heads leading the Wealth Advisory business alongside Rich Jaffe, Head of Wealth Advisory Northeast, and Ro Mehrotra, Head of Wealth Advisory Central & South.
  • "The West Coast is undoubtedly a critical geographic region where we continue to see innovation unfolding and in parallel, immense wealth creation," said John Longley, Head of Private Bank, Wealth & Trust at SVB Private.
  • SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, SVB SECURITIES, SVB PRIVATE, SVB CAPITAL and the chevron device are trademarks of SVB Financial Group, used under license.