Tuesday, May 15, 2012

JPMorgan Chase & Co. Names Matt Zames and Daniel Pinto

JPMorgan Chase & Co. announced that Matt Zames, currently co-head of global fixed income in the investment bank and head of capital markets within the mortgage bank, will succeed Ina Drew as the firm’s chief investment officer and continue in his mortgage-related responsibilities. He will also join the firm-wide operating committee.

Daniel Pinto, currently co-head of global fixed income with Zames, will become sole head of the group. He will also remain CEO of Europe, Middle East and Africa region, based in London. -Business Wire


Wednesday, April 25, 2012

JPMorgan Chase & Co. Appoints Jeff Urwin

JPMorgan Chase & Co. announced that Jeff Urwin, head of global investment banking coverage, capital markets and mergers & acquisitions, will take on the additional role of CEO of Asia Pacific, based in Hong Kong.

Urwin will relocate to Hong Kong from New York in May and continue to report to Jes Staley, CEO of the investment bank. He will be responsible for overseeing all of the company’s strategic activities in the region, building on the successes of Gaby Abdelnour, the current head of Asia Pacific, along with his current global banking responsibilities. He is currently a member of the company’s firm-wide executive committee, the investment bank operating committee and the international steering committee.

Prior to his global banking role, Urwin was co-head of investment banking for North America. Before joining the company, he was co-head of global investment banking at Bear Stearns. Earlier in his career, he was head of global emerging markets for Lehman Brothers. -Business Wire


Monday, April 9, 2012

JPMorgan Chase & Co. Names Abdulaziz al Helaissi and Declan Hegarty

JPMorgan Chase & Co. has named Abdulaziz al Helaissi as its new head of corporate banking for the Middle East and North African (MENA) region.

Helaissi is currently serving the bank as its senior country officer for Saudi Arabia.

The company also appointed Declan Hegarty as its new managing director for United Arab Emirates (UAE) operations.

Hegarty will look after the corporate bank division in the region. Prior to joining JP Morgan, he worked for HSBC as its head of Abu Dhabi operations.


Friday, February 3, 2012

JPMorgan Chase & Co. Appoints Pranav Thakur

JPMorgan Chase & Co. has appointed Pranav Thakur as head of the fixed income for emerging Asia, which excludes Japan and Australia. He replaces Tarun Mahrotri.

In his new role, Thakur will be responsible for managing fixed income trading and sale and debt capital markets for emerging Asia.


Thursday, January 5, 2012

JP Morgan Chase & Co. Elevates Namdev Chougule

JPMorgan Chase & Co. announced it has elevated Namdev Chougule as the head of its fixed income business.

Chougule will be responsible for leading the fixed income team in the management of all fixed income and money market portfolios.

Chougule has been associated with the firm since 2007 and has been managing fixed income funds. -The Press Trust of India


Monday, December 5, 2011

JPMorgan Chase & Co. Names Neil Hounslow

JPMorgan Chase & Co. named Neil Hounslow as head of Asia-Pacific prime brokerage.

Hounslow was previously headed flow financing, prime services, for Asia-Pacific at Credit Suisse.


Wednesday, October 19, 2011

JPMorgan Chase & Co. Adds Eric Werner

JPMorgan Chase & Co. has added local attorney Eric Werner as executive director of its new private bank operations in Pittsburgh.

Werner, who previously worked at Schnader Harrison Segal & Lewis, will be responsible for providing investing, wealth transfer, credit and philanthropic services to ultra high-net worth individuals in Pennsylvania and Ohio. -Pittsburgh Tribune Review


Friday, October 14, 2011

JPMorgan Chase & Co. Names David Koh

JPMorgan Chase & Co. announced that it has named David Koh as head of treasury and securities services for China and head of treasury services for Greater China. He will be based in Beijing.

Koh’s role as head of treasury & securities services, China involves overseeing delivery of client service, sales, product and operations across J.P. Morgan’s treasury service and worldwide securities services businesses. In his additional capacity as head of treasury services, Greater China, he will support the firm’s global, regional and large domestic clients in China, Hong Kong and Taiwan as they sharpen their focus on identifying and executing business opportunities across these three locations.

Koh reports regionally to Tom DuCharme, CEO, Asia Pacific, J.P. Morgan treasury & securities services and in-country to Zili Shao, senior country officer, China, J.P. Morgan. -Datamonitor NewsWire


Tuesday, October 4, 2011

JPMorgan Chase & Co. Names Phil Di Iorio, John Duffy, Ann Borowiec and Catherine Keating

JPMorgan Chase & Co. has made management changes at its wealth management unit, naming Phil Di Iorio as the chief executive of global wealth management, John Duffy as head of the US private bank and Ann Borowiec as head of US private wealth management.

Duffy and Borowiec will report to Di Iorio as head of the global structure.

Additionally, Catherine Keating, who had led US operations, has moved to be head of US institutional-client asset management.

In the newly created position, Di Iorio replaces the role of three heads, one for the US, one for international and one for products and practices. He has been with the bank for 25 years, most recently as  head of products. -Global Banking News


Wednesday, September 21, 2011

Katerina Sizova Joins JPMorgan Chase & Co.

JPMorgan Chase & Co.’s worldwide securities services announced plans to expand its direct custody and clearing (DCC) business in Brazil and Russia, and announced that Katerina Sizova has joined J.P. Morgan as head of the business in Russia.

Sizova will be responsible for building product capabilities, executing on the firm’s growth strategy and enhancing the client experience.

Sizova most recently was global head of operations at the Renaissance Group, where she worked for 13 years. -Business Wire


Thursday, September 15, 2011

JPMorgan Chase & Co. Appoints Patrick Fanning

JPMorgan Chase & Co. has appointed Patrick Fanning as head of transition management for the firm’s Australia and New Zealand business.

Fanning will report to Rob Saffer, global head of transition management, and will be based in Sydney.

With extensive experience across all aspects of transitions, Fanning has spent the last 10 years with CitiGroup Global Markets where he managed some of the largest and most complex transitions executed in the Asia Pacific region. -M2 Presswire


Friday, September 9, 2011

JPMorgan Chase & Co. Appoints Catherine Moore

JPMorgan Chase & Co.’s commercial card unit announced that Catherine Moore has been appointed head of international commercial card, covering markets in Europe, Middle East, Africa, Asia Pacific, and Latin America.

Moore will lead international commercial card as it addresses the requirements of multinational and regional firms that are expanding their footprint across the globe, consolidating their transactions to maximize efficiencies, and adopting a more holistic approach to procurement management.

Moore has been leading the company’s international prepaid business for the last 12 months.


Wednesday, September 7, 2011

JPMorgan Chase & Co. Appoints Deepak Mangla

JPMorgan Chase & Co. announced the appointment of Deepak Mangla as chief executive officer, India global service center.

In this new role, Mangla will provide strategic direction and leadership across technology, operations, finance and other support functions to ensure the GSC continues to support the growth of JPMorgan Chase’s businesses globally. He will also be a member of the local management committee in India.

Mangla joins from HSBC where he was managing director and head of the GSC operations in India, responsible for leading operations across various verticals with multiple city operations servicing more than 50 countries. -M2 Presswire


Tuesday, July 19, 2011

JPMorgan Chase & Co. Appoints Andrew Pilkington

JPMorgan Chase & Co. announced that Andrew Pilkington will assume leadership responsibilities for the organization’s commercial card business. He will continue to report to Gordon Smith, chief executive officer, Chase card services, and retain responsibility for the Canadian consumer card division.

Pilkington joined Chase card services in 2008 and has led the growth of the business as chief executive officer of Chase card services Canada. Prior to joining Chase, he served as general manager of American Express’ merchant services and global commercial card businesses in Canada. -Business Wire


Monday, July 18, 2011

JPMorgan Chase & Co. Appoints Larry Slaughter

JPMorgan Chase & Co. announced that it has named Larry Slaughter as co-head for its investment banking business in North America. He will be based in New York.

Slaughter will share responsibilities with Kevin Willsey and succeeds Jeff Urwin, who was appointed two weeks ago as head of global investment banking coverage, capital markets and mergers and acquisitions.-Global Banking News


Thursday, June 16, 2011

JPMorgan Chase & Co. Appoints Jes Staley and Charlie Scharf

JPMorgan Chase & Co. announced that Jes Staley, CEO of the firm’s investment bank, will assume additional responsibility for overseeing and coordinating the firm’s international franchise across all of its businesses. He will partner closely with the CEOs of the firm’s other wholesale international businesses – Mike Cavanagh in treasury & securities services and Mary Erdoes in asset management – to ensure that wholesale businesses and products, wherever they are based, are receiving the investments, the people, the focus and the prioritization they need to grow and be successful.

Charlie Scharf, CEO of retail financial services, will become a partner in One Equity Partners, the firm’s private equity arm. He will also continue to work with the consumer team to help transition the business and assist in any way possible.


Monday, June 13, 2011

JPMorgan Chase & Co. Names Kazuma Naito and Ken Kishimoto

JPMorgan Chase & Co. announced that it has named Kazuma Naito as a managing director and the head of Asia equity derivatives group sales and marketing. He will be based in Hong Kong.

In his new role, Natio will report jointly to Mark Justh, head of equities distribution of Asia Pacific, and William Lee, head of the equity derivatives group for Asia Pacific. He was previously with Goldman Sachs Group.

Ken Kishimoto has been named as a managing director and the head of Japan equity trading. He will be based in Toyko.

Kishimoto will report to Lee, and locally to Michael Green, the head of Japan equities and Asia electronic trading solutions. He was earlier with Morgan Stanley. -Global Banking News


Tuesday, June 7, 2011

Michal Szwarc Joins JPMorgan Chase & Co.

JPMorgan Chase & Co. announced that Michal Szwarc has joined as head of its investment banking unit in Poland. He is expected to join on September 15, 2011.

Szwarc was previously with Credit Suisse Group AG. -Global Banking News


Wednesday, May 11, 2011

Drago Rajkovic Joins JPMorgan Chase

JPMorgan Chase & Co. has announced that Drago Rajkovic has joined as an M&A banker. He will be based in San Francisco, and would take over as a managing director.

In his new role, Rajkovic would lead JPMorgan Chase’s technology-related mergers and acquisitions group.

Rajkovic was most recently with Barclays Capital. -Global Banking News


Thursday, March 31, 2011

J.P. Morgan Retirement Plan Services Names David Musto

J.P. Morgan Asset Management, a unit of JPMorgan Chase & Co., announced that David Musto would become the chief executive officer of J.P. Morgan Retirement Plan Services. He succeeds Pamela Popp, who has taken on a new role as head of retirement strategic initiatives.

Both Musto and Popp report to Michael Falcon, head of retirement at J.P. Morgan Asset Management.

Musto was most recently chief operating officer of J.P. Morgan Retirement Plan Services. -RTTNews


Friday, January 28, 2011

Irene Tse Joins JPMorgan Chase & Co.

JPMorgan Chase & Co. announced that Irene Tse is joining the company as chief investment officer for North America. She will succeed Althea Duersten.

Tse will report to Ina Drew, chief investment officer, and she will join the company’s executive committee, the firm’s senior leadership group.

Tse brings more than 17 years of portfolio management and investing experience to her new role. Prior to joining the company, she was a managing director and portfolio manager at Duquesne Capital Management. -Business Wire


Monday, January 24, 2011

JPMorgan Chase & Co. Appoints Jimmy Elliott, Jim Woolery, Jeff Stute and Robbie Huffines

JPMorgan Chase & Co. announced that Jimmy Elliott, a 14 year veteran of J.P. Morgan, will become global chairman of mergers and acquisitions.

Elliott will work with the firm’s most important clients on strategic transactions. He has served as head of J.P. Morgan’s global M&A practice for more than five years. He has advised clients including Duke Energy, savofi-aventis and Exxon.

Jim Woolery will join the firm from Cravath, Swaine & Moore to become co-head of North America M&A with Chris Ventresca.

Woolery will join J.P. Morgan on February 7. He currently is a partner in Cravath’s corporate department, handling mergers and acquisitions, public company board of directors and general corporate matters. He is also chairman of the firm’s business development group. His recent clients have included Affiliated Computer Services, Air Products & Chemicals, Crown Castle, National City, TXU and Universal Health, and he regularly represents investment banks in the U.S. He joined Cravath in 1994.

The investment bank also will revamp its healthcare practice, naming Jeff Stute as head of J.P. Morgan’s North America healthcare coverage group.

Stute has been the primary M&A partner and a member of the firm’s healthcare practice for 17 years.

Robbie Huffines will become vice chairman of investment banking and focus on deepening J.P. Morgan’s relationships with the firm’s most important clients.

Elliott, Woolery, Ventresca, Stute and Huffines will report to Jeffrey Urwin and Kevin Willsey, co-heads of investment banking in the U.S. and Canada. -Business Wire


Tuesday, December 21, 2010

JPMorgan Chase & Co. Appoints Muhammad Aurangzeb

JPMorgan Chase & Co. has appointed Muhammad Aurangzeb head of its Asia corporate bank which caters to big corporate clients, public organizations and financial institutions.He will assume his new responsibilities in February 2011, succeeding Michael S. Brown who moved to London to take another executive role within the group.

Based in Singapore, Aurangzeb will report to the corporate bank head, Greg Guyett, and to JPMorgan Asia-Pacific chief, Gaby Abdelnour.

Aurangzeb previously led the global banking and markets division of the Royal Bank of Scotland in southeastern Asia and was country manager for Singapore. -M2 EquityBites


Monday, December 6, 2010

Andrea Grandi Joins JPMorgan Chase & Co.

JPMorgan Chase & Co. has announced that Andrea Grandi has joined as corporate banking head for Italy.

Grandi will be based in Milan, and report to Eva Lindholm, head of the bank’s global corporate bank in Europe, the Middle East and Africa. -Global Banking News


Thursday, November 4, 2010

JPMorgan Chase & Co. Appoints Hans Janssens

JPMorgan Chase & Co. has appointed Hans Janssens as the head of treasury & securities services (TSS) in Japan, as the bank seeks to expand the TSS business in Asia Pacific. His appointment is effective November 1, 2010.

Janssens, who was most recently the chief financial officer for JP Morgan in Japan, will be responsible managing the operations of the treasury services (TS) franchise. He will also oversee the worldwide securities services (WSS) business, which will continue to be headed by Fumihiko Yonezawa, head of WSS Japan.

With over 20 years of experience working in Japan, Janssens has worked as an interest rates derivatives trader, and also held risk control positions at Nomura. He has also served as the deputy chief executive officer of a joint venture operation between JP Morgan and a Japanese insurance company. -Global Banking News


Wednesday, October 27, 2010

Dan Taylor Joins J.P. Morgan

J.P. Morgan Treasury & Securities Services (TSS) announced the appointment of Dan Taylor as executive director within its global market infrastructure team, which oversees transaction industry issues, market infrastructures and agent banks for J.P. Morgan in nearly 100 countries.

Taylor will focus primarily on global trade and related industry associations, analyzing market trends and engaging in dialogue across the trade community. He also will support other TSS businesses as a member of the industry issues team, bringing insight and expertise to a wide range of topics, including customer privacy and anti-money laundering/Know Your Customer compliance. He also will play a key role in other areas for the industry issues team.

Taylor comes to J.P. Morgan with more than thirty-five years of experience in international banking. Since 1996, he has served as vice chairman of the International Chamber of Commerce’s commission on banking techniques and practice. He most recently served also as president and chief operating officer of BAFT-IFSA, the organization formed by the merger of the Bankers’ Association of Finance and Trade and the International Financial Services Association. He led IFSA for 20 years until the merger earlier this year. Before the IFSA appointment, he worked for fourteen years in international banking in operations, correspondent banking and private banking. -Business Wire


Friday, October 8, 2010

JPMorgan Chase & Co. Appoints Sazzad Anam

JPMorgan Chase & Co. has appointed Sazzad Anam, head of financial institutions, Bangladesh, JP Morgan Treasury Services, to head the new representative office in Bangladesh, which will provide financial institution clients with advanced banking services supported by its innovative global solutions.

Anam has approximately ten years’ industry experience, and will be responsible for strategy, client delivery and sales within Bangladesh. -Datamonitor NewsWire


Thursday, October 7, 2010

JPMorgan Chase & Co. Appoints Charles-Everard de T’Serclaes and Chetan Singh

JPMorgan Chase & Co. announced the appointment of Charles-Everard de T’Serclaes as head of financial institutions group (FIG) for South-East Asia.

The company also appointed Chetan Singh as head of FIG for India.

De T’Serclaes, who has been with JP Morgan for 12 years, will lead the FIG business in Singapore, Thailand, Malaysia, Indonesia, the Philippines and Vietnam. He also will retain his responsibilities as head of Insurance, Asia ex-Japan.

Singh will lead JP Morgan’s FIG practice in India where the financial services sector is experiencing accelerated growth. He will also act as a senior M&A banker, partnering with the broader investment banking team in India. -The Press Trust of India


Monday, October 4, 2010

JPMorgan Chase & Co. Appoints Karen Batungbacal De Venecia

JPMorgan Chase & Co. announced the appointment of Karen Batungbacal De Venecia as senior country operations officer.

In this role, Batungbacal De Venecia will oversee the global service center in the Philippines. She will report directly to Jack Jones in the United States, and to Roberto Panlilio in the Philippines.

Prior to this appointment, Batungbacal De Venecia was president of ICT Group Philippines, a leading publicly traded US-based global provider of customer management and related marketing, technology and business process outsourcing services. Previously, she held leadership positions with C-Cubed, Citibank, Bayantel, and American President Lines. -BusinessWorld


Friday, September 3, 2010

JP Morgan Chase Promotes Tushar Morzaria, Appoints Paul Compton

JP Morgan Chase announced the promotion of Tushar Morzaria to chief financial officer of its investment bank.

Morzaria succeeds Paul Compton, who has been appointed chief administrative officer of its investment-banking business.

Morzaria joined JP Morgan in 2004 and was controller of investment-banking business. -Wall Street Journal Abstracts


Thursday, September 2, 2010

JPMorgan Chase & Co. Appoints Ray Eyles

JPMorgan Chase & Company has announced the appointment of Ray Eyles as new Asia commodities head, overseeing the business in the Asia-Pacific. He replaces chief executive Oral Dawe.

Eyles is a former head of global commodities strategic trading in London.


Monday, August 30, 2010

JPMorgan Chase & Co. Appoints Michael O’Brien

JPMorgan Chase & Co. announced that Michael O’Brien has joined to head the global institutional sales for funds and alternative investment products.

O’Brien was previously with BlackRock. -Wall Street Journal Abstracts


Friday, August 6, 2010

JP Morgan Appoints Patrick Thomson and Daniel Zelikow

J.P. Morgan Asset Management has appointed Patrick Thomson as the global head of sovereign clients.

Thomson will be based in London and will be responsible for and oversee teams of client advisors that look after sovereign relationships for JP Morgan Asset Management.

Thomson rejoins the company from Ivy Asset Management, where he served as global head of client development. Prior to that, he spent nearly a decade at JP Morgan Asset Management as a managing director responsible for a global team focused on both sales and servicing of JP Morgan’s sovereign clients.

JP Morgan Chase has also named Daniel Zelikow as head of a new international public sector group within the recently established global corporate banking unit.

Zelikow has most recently been vice president and chief operating officer of Inter-American Development Bank (IADB) and a treasury department official under president Bill Clinton.


Friday, July 2, 2010

JPMorgan Chase Appoints Barry Sommers

JPMorgan Chase announced that it has named experienced executive Barry Sommers to lead a broad initiative to dramatically expand the bank’s relationships with existing affluent customers and attract new customers.

Sommers will take on the newly created role of CEO of retail affluent and investment services. He also will be responsible for the 2,700 financial advisors that serve Chase customers through more than 5,100 branches across the country. -Business Wire


Wednesday, June 23, 2010

JPMorgan Chase Appoints Heidi Miller, Michael Cavanagh and Doug Braunstein

JPMorgan Chase announced that Heidi Miller, head of treasury & securities services, has been named president of international.

Michael Cavanagh, chief financial officer, will succeed Ms. Miller as chief executive officer of TSS.

Doug Braunstein, head of investment banking, Americas, will succeed Mr. Cavanagh as chief financial officer.

Ms. Miller will develop a comprehensive and coordinated international business strategy and growth plan ensuring that the company identifies opportunities for growth all over the world; accelerates its expansion in countries like China, Brazil, India, and Russia; seeks out opportunities in other emerging economies; properly resources and governs lines of business and functions; continues the build-out of local branches; and cuts out any bureaucracy and inefficiencies. She will take the lead in further expanding global corporate bank, managing it in close coordination with investment bank CEO Jes Staley as well as with TSS head Mike Cavanagh. As part of her new responsibilities, she will also chair a newly formed international operating committee, consisting of the firm’s senior global leaders, and she will focus on growing international branches across lines of business.

Mr. Cavanagh, who has been the company’s chief financial officer since 2004, will provided broad leadership throughout the company’s major merger integration efforts. He has played a key role in helping the company successfully navigate the financial crisis over the past few years.

Prior to heading investment banking, Americas, Mr. Braunstein served in a number of senior investment banking roles, including as head of global mergers and acquisitions. He has been a member of the firm’s executive committee since 2005. -Business Wire


Tuesday, May 18, 2010

JPMorgan Chase & Co. Appoint Mark Wuscher

JPMorgan Chase & Co. has appointed Mark Wuscher as Asia Pacific segment head for corporate.

Mr. Wuscher will be based in Hong Kong, and will have oversight of the sales, product management and client service organizations, covering JP Morgan’s multinational and local corporate clients.

Mr. Wuscher has previously held senior positions in transaction banking, including corporate sales and trade product management roles in Seoul, Taipei and New York. -Datamonitor NewsWire


Thursday, April 22, 2010

JPMorgan Chase Adds Ben Shenglin, Appoints Greg Guyett and Chris Harvey

JPMorgan Chase has announced that it has added Ben Shenglin as head of its corporate banking business in China.

Shenglin, who was formerly the China head of commercial banking at HSBC, will start in the newly created position at JP Morgan on April 26, 2010. He will report to Zili Shao, who was named head of the New York bank’s China operations in November. He will also report to Greg Guyett, who currently heads JP Morgan’s Japanese operations.

Guyett is moving from Tokyo to London, where he has been appointed to lead JP Morgan’s corporate banking business globally.

Guyett will be succeeded in Tokyo by JP Morgan banker Chris Harvey, who has been appointed to head JP Morgan’s Japanese operations.


Wednesday, April 21, 2010

JPMorgan Chase Adds Terry Mullany

JPMorgan Chase added Terry Mullany as the newest banker in its Private Bank office in Boston.

Mullany brings more than 20 years of financial services experience to the firm, including a prior role as regional manager and executive director of Morgan Stanley’s Private Wealth Management office in Boston.


Tuesday, April 6, 2010

David Harrison Joins JPMorgan Chase

JPMorgan Chase announced that its investment banking business hired David Harrison as head of Canadian energy investment banking, to be based in Calgary.

Mr. Harrison will be responsible for building out the firm’s energy franchise in Canada. He will report to Adam Howard, senior country officer and head of Canadian investment banking and Vean Gregg, head of North American oil and gas investment banking.

Mr. Harrison was previously head of energy investment banking at UBS Securities Canada, where he worked since 1995. He was responsible for a wide range of sectors, including oil and gas, power and pipelines, chemicals and forestry. -Business Wire


Tuesday, March 23, 2010

David J. Bloom Joins JPMorgan Chase

JPMorgan Chase announced that David J. Bloom had joined the firm’s private wealth management group as a vice president and private banker in its Philadelphia office.

Bloom most recently was a wealth adviser with JPMorgan in New York. -The Philadelphia Inquirer