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  2. Archie Urciuoli - Wikipedia

    en.wikipedia.org/wiki/Archie_Urciuoli

    He was later appointed Director of Marketing for all products and services sold via Merrill branch offices. He retired in 1999 from the position of Chairman of Merrill Lynch International. In his "retirement", Urciuoli is now Chairman of ArcherGroup Investments, Ltd, a private investment and consulting firm.

  3. Stephen Zimmerman (investor) - Wikipedia

    en.wikipedia.org/wiki/Stephen_Zimmerman_(investor)

    In the 2003, Zimmerman did set up a boutique, but with other ex-Merrill colleagues, Michael Marks and Paul Roy (as opposed to Galley, who remained in retirement). The new Venture was called NewSmith in a nod, Smith New Court, another City institution bought by Merrill Lynch in the 1990s and previously run by Marks and Roy.

  4. Edmund C. Lynch - Wikipedia

    en.wikipedia.org/wiki/Edmund_C._Lynch

    Edmund Calvert Lynch (May 19, 1885 – May 12, 1938) and his friend, Charles E. Merrill, formed Merrill Lynch on October 15, 1915. Early years [ edit ] Of Irish descent, Edmund Lynch was born on May 19, 1885, in Baltimore, Maryland , to Richard H. Lynch and Jennie Vernon Smith Lynch.

  5. Peter S. Kraus - Wikipedia

    en.wikipedia.org/wiki/Peter_S._Kraus

    He briefly served as executive vice president and head of strategy at Merrill Lynch from September to December 2008. He earned US$29.6 million during those three months, including a US$25 million golden parachute. He was subpoenaed by Attorney General Andrew Cuomo for his compensation.

  6. Empower (financial services) - Wikipedia

    en.wikipedia.org/wiki/Empower_(financial_services)

    Rating. Fitch: AA (2020) Moody's: Aa3 (2020) S&P: AA (2020) AM Best: A+ (2020) Website. empower .com. Empower Annuity Insurance Company of America is a retirement plan recordkeeping financial holding company based in Greenwood Village, Colorado, United States. [7] It is the second-largest retirement plan provider in the United States.

  7. Patricia Van Pelt - Wikipedia

    en.wikipedia.org/wiki/Patricia_Van_Pelt

    Patricia Van Pelt Watkins (born November 20, 1957) is an American politician who served in the Illinois Senate, representing the 5th district, from 2013 to 2023. The 5th district is located on the West Side of Chicago. [1] Prior to her service as a member of the Illinois Senate she was a community activist and ran for Mayor of Chicago .

  8. JTC plc - Wikipedia

    en.wikipedia.org/wiki/JTC_plc

    After buying Merrill Lynch's international trust and wealth structuring business in May 2017, the company was the subject of an initial public offering on the London Stock Exchange in March 2018. The company made two major acquisitions in 2020: it bought Sanne Group 's private client business in March 2020 [5] and then bought NES Financial for ...

  9. Brian Moynihan - Wikipedia

    en.wikipedia.org/wiki/Brian_Moynihan

    Chairman and CEO of BofA. Spouse. Susan Berry. Children. 3. Brian Thomas Moynihan (born October 9, 1959) [1] is an American lawyer, investment banker and businessman who is the chairman and CEO of Bank of America. He joined the board of directors, following his promotion to president and CEO in 2010. [2] [3] [4]

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