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  2. Sallie Krawcheck - Wikipedia

    en.wikipedia.org/wiki/Sallie_Krawcheck

    2015-. Spouse. Gary Appel. Children. 2. Sallie L. Krawcheck (born November 28, 1964) [1] is the former head of Bank of America 's Global Wealth and Investment Management division and is currently the CEO and co-founder of Ellevest, a digital financial advisor for women launched in 2016. [2] [3] [4] She has been called "the most powerful woman ...

  3. Ken Lewis (executive) - Wikipedia

    en.wikipedia.org/wiki/Ken_Lewis_(executive)

    Ken Lewis. Kenneth D. Lewis (born April 9, 1947) is the former CEO, president, and chairman of Bank of America, the second largest bank in the United States [1] and twelfth largest by total assets in the world. [2] While CEO of Bank of America, Lewis was noted for purchasing the failing companies Countrywide Financial and Merrill Lynch ...

  4. Bank of America Private Bank - Wikipedia

    en.wikipedia.org/wiki/Bank_of_America_Private_Bank

    www .privatebank .bankofamerica .com. Bank of America Private Bank (formerly U.S. Trust) was founded in 1853 as the United States Trust Company of New York. [1] It operated independently until 2000, when it was acquired by Charles Schwab, and Co. [2] and subsequently sold to, and became a subsidiary of, Bank of America in 2007. [3]

  5. BlackRock - Wikipedia

    en.wikipedia.org/wiki/BlackRock

    BlackRock, Inc. is an American multinational investment company. It is the world's largest asset manager, with $10 trillion in assets under management as of December 31, 2023. [1] Headquartered in New York City, BlackRock has 78 offices in 38 countries, and clients in 100 countries.

  6. Banc of America Securities (1998–2008) - Wikipedia

    en.wikipedia.org/wiki/Banc_of_America_Securities...

    Banc of America Securities LLC ( BAS ), was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquartered in New York City, the company competed in both the domestic and international equity and investment banking markets.

  7. Merrill Lynch, Pierce, Fenner & Smith Inc. v. Manning

    en.wikipedia.org/wiki/Merrill_Lynch,_Pierce...

    Background. Greg Manning sued Merrill Lynch, which is the wealth management division of Bank of America, and other stock brokerage houses, for allegedly naked short selling the common stock of a public company of which Manning owned two million shares.

  8. First Republic Bank - Wikipedia

    en.wikipedia.org/wiki/First_Republic_Bank

    First Republic Bank was a commercial bank and provider of wealth management services headquartered in San Francisco, California. It catered to high-net-worth individuals and operated 93 offices in 11 states, primarily in New York, California, Massachusetts, and Florida. [2] On May 1, 2023, as part of the 2023 United States banking crisis, the ...

  9. Yaseen Anwar - Wikipedia

    en.wikipedia.org/wiki/Yaseen_Anwar

    In 1992, Yaseen joined the original Merrill Lynch (pre-Bank of America merger) in New York and switched to focus on Wealth Management, Asset Management, Alternative Investments, and Capital Markets. He spent almost 10 years at Merrill, being transferred to the London office in 1996.

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