Wells Fargo to Name CEO Charlie Scharf as Board Chairman
Board of Directors Also Announces a Special Equity Award for Mr. Scharf Wells Fargo & Company announced that the Board of Directors of Wells Fargo...
Category : Taxation, Financial Planning & Corporate Strategy
Prism Bank Names Steve Shear EVP and Chief Operating Officer
Prism Bank is excited to announce the appointment of Steve Shear as Executive Vice President, Chief Operating Officer. Strategic Leadership for Growth In this role, Steve will...
Transcat Secures $150M Credit Facility with M&T Bank
Increased Credit Capacity Provides Capital Resources to Execute on Acquisition and Growth Strategies Nearly Doubles Access to Available Capital and Provides Greater Financial Flexibility Transcat,...
Luigi de Vecchi Joins Evercore to Expand European Advisory Team
Evercore announced today that Luigi de Vecchi will be joining the firm in September 2025 as senior managing director and chairman of its continental European...
Customers Bancorp Announces Executive Leadership Transition
Customers Bancorp, Inc, announced today that Jay Sidhu, Chairman and CEO, will be retiring as CEO of the company and transitioning to the role of...
BankUnited Announces CFO Succession Plan
BankUnited Inc. announced its succession plan for the role of chief financial officer. James G. Mackey will join the company as senior executive vice president,...
Conquest & BMO Launch ‘My Financial Progress Digital Tool
BMO clients will have access to Conquest’s planning platform, enabling the creation of hyper-personalized plans that evolve in real-time Conquest Planning Inc., a technology platform...
Quility Updates Pathfinder with Industry-First Illustration Tool
Award-winning insurtech company, Quility, has enhanced its illustration software, Quility® Pathfinder™, by modernizing its interface, expanding its advanced market offerings and introducing the industry’s first...
City Credit Union CEO to Retire; Leadership Transition Announced
City Credit Union today announced that Sharon Scearce, President and CEO, will retire effective September 30, 2025, after 21 years of dedicated service. To ensure...
John Marshall Bancorp Gets New Investment Bank Coverage
The Board of Directors of John Marshall Bancorp, Inc., the parent company of John Marshall Bank, is pleased to report that the investment banking firm...
Ares Appoints Sarah Cole Co-Head of Global Capital Solutions
Ms. Cole to Coordinate and Support Ares’ Network of Strategic Banking Relationships and Investment Sourcing Ares Management Corporation, a leading global alternative investment manager, announced...
Long-Term Incentive Plans Rising: Morgan Stanley 2025 Report
Morgan Stanley’s Single Family Office Advisory today released its biennial compensation report. The 2025 report, created in collaboration with Botoff Consulting, offers critical benchmarks and trend...
Horizon Technology Finance Hires Danny Hurwitz, Grows Team
Horizon Technology Finance Management LLC, the manager and investment adviser for Horizon Technology Finance Corporation (NASDAQ: HRZN), a leading specialty finance company that provides capital...
Western Alliance Names Vishal Idnani as New CFO
Current Vice Chairman and Chief Financial Officer, Dale Gibbons, to transition to new leadership role as Vice Chairman and Chief Banking Officer, Deposit Initiatives and...
JPMorganChase Launches Retirement Plan for Solo Entrepreneurs
Introducing Solo 401(k), an expansion of Everyday 401(k) by JPMorgan JPMorganChase today announced the launch of Solo 401(k), a retirement solution specifically designed for solo...