Appointments
From Merrill Lynch
Appointments
Appointments
December 31, 2016
BNY Mellon President Karen B. Peetz to Retire
For Fórmate a FondoPrivate Banking
Lead by Sommers and Carlin
JP Morgan Creates a New Wealth Management and Investment Solutions Unit
Appointments
With Nicholas Schmidt-Urzua
Citi Private Bank Continues to Build out Latin American Team
Appointments
Following Rocio Harb
$100M Global Private Banking Team joins Investment Placement Group’s Miami Office
Joins From Herrick Feinstein
Sotheby´s Appoints Mari-Claudia Jiménez as Managing Director of Trusts & Estates and Valuations
Business
Effective January 1, 2017
Morningstar Names Kunal Kapoor Chief Executive Officer
Appointments
Leaving Merrill Lynch
Samuel Nunez joins Bolton´s San Diego Office
Appointments
In lieu of Rocío Harb
