All of Citi’s rivals in the business of financial advice, such as Goldman Sachs, Morgan Stanley, and Bank of America—where Sieg previously ran Merrill Lynch—have also leaned into scaling up ...

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Nov 22, 2024 · Bank of America is extending its private wealth operations in the Southeast as a pair of elite advisors join the firm from Citi. On Friday, Bank of America Private Bank announced the...

Nov 25, 2024 · Bank of America said the arrival of the bankers from Citi Private Bank would build out its presence in Palm Beach and in the wider Southeast of the US. Former Citi Private Bank figures overseeing a total of $7 billion of client money …

Bank of America Private Bank has notched a significant recruiting win, luring a pair of advisors from Citi Private Bank, where they managed $7 billion in client assets.

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Nov 22, 2024 · Bank of America Private Bank has notched a significant recruiting win, luring a pair of advisors from Citi Private Bank, where they managed $7 billion in client assets.

Nov 22, 2024 · Bank of America Private Bank has pulled over a pair of advisors formerly managing $7 billion at Citi. Phillip Edwards and Lauren Stuhmer are joining Bank of America's Palm...

Sep 19, 2024 · Bank of America Private Bank is boosting its ultra-high-net-worth presence in Atlanta, Georgia and the broader Southeastern region with its latest addition. Bank of America's...

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