Romano reports to Brian Partridge, the head of investment ... "These are individuals who will work directly with our the Merrill Lynch financial advisors to engage their clients and understand ...

He will report to Brian Partridge, Head of Investment Solutions ... This Group’s core offering reportedly includes the following: Merrill Lynch Investment Advisor Program (IAP), Alternative ...

Merrill Lynch is giving increased attention ... Romano will report to Brian Partridge, who heads the investment solutions group specialists overseeing “a multi-discipline team providing ...

Good day, everyone, and welcome to today’s Q4 Bank of America Earnings Announcement. At this time, all participants are in a listen-only mode. Later, you will have […] ...

The can-do work ethic of the firm's northeast divisional president took him across the country multiple times — and to the ...

Merrill Lynch is adding more resources to help its ... Romano will report to Brian Partridge, head of investment strategy group specialists, who oversees a team that provides investment education ...

It also acquired Wall Street investment banking stalwart Merrill-Lynch as a kicker. CEO Brian Moynihan has ruthlessly slashed operations to focus on growing assets under management with lower ...

As CIO, Wolfe will work collaborate closely with Pennington Partners' co-founder and CEO, Brian Gaister to drive ... Wolfe served as Head of the Merrill Lynch Chief Investment Office, Head ...

January 9, 2025 Merrill Lynch Wealth Management on Wednesday announced the launch ... BofA Chief Executive Officer Brian Moynihan has repeatedly touted the cross-delivery of services between Merrill ...

(Reuters) -Merrill Lynch and two Wells Fargo advisory firms have agreed to pay a combined $60 million in civil penalties to settle U.S. Securities and Exchange Commission charges over compliance ...

Fresh off of his stellar year in 2024, Dennis Lynch is Business Insider's Investor of the Month for January.

Bank of America’s wealth management division, which includes Merrill Lynch and the company’s private bank, saw core financial metrics rise in 2024, including net income of $4.3 billion ...