Smith joined Pennsylvania-based Fulton Bank, the company’s flagship bank, as director of Human Resources in 1978.
Mr. Serventi, age 61, currently serves as Operating Partner at Summer Street Capital Partners, LLC, a private equity firm, and is the President of West Lake Management, an asset management firm.
Safran will join from Citigroup where he has spent the last 24 years, originally joining Smith Barney in 1988. Since 2011, Safran has been Chairman of the Energy, Power and Chemical groups and Vice Chairman of Global Banking. Previously he was Global Head
"They bring a lot of tenure to the firm," said John Mabee, vice chairman of Baird's private wealth management group.
He once ran the bank’s U.S. power-trading business, left earlier this week, said the person who asked not to be identified because the information is private.
The Aiken office is located at 401 Park Avenue, SW, Suite B, Aiken, SC 29801, and can be reached by calling 866.909.4602.
In his new role, Stephens will be responsible for the strategic direction and growth of the Banking and Finance practice, which serves commercial banks, regional and community banks, investment banks and securities firms, and diversified financial compani
Jeff, who joins Loomis from Palisade Capital Management, replaces Dan Thelen, who resigned his position at the end of 2011 after an extended leave of absence. At that time, the company initiated a nation-wide search for a new team member.
Located at 3 Pickwick Plaza, the office weathered the recession after arriving in Greenwich five years ago, and expects to add 6 to 10 relationship managers to its current number of 14 in the next 12 months.
Janney Montgomery Scott has landed two veteran broker teams from Morgan Stanley Smith Barney that together managed more than $380 million in client assets, bolstering the firm's adviser presence in the South.
Bringing extensive investment management and private banking experience to Wintrust, Kiley will be charged with developing new business opportunities from the Chicago Loop office of Wintrust Wealth Services. Prior to joining Wintrust, he was President of
His responsibilities have been taken over by Jim McNamara, head of third party distribution, and Craig Russell, head of the institutional business at Goldman Sachs Asset Management