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Northwestern Mutual names Richmond managing partner
Northwestern Mutual named Heather Zepeda as managing partner of its network office in Richmond on Monday. She will oversee the offices in Richmond, Charlottesville, the Shenandoah Valley, Virginia Beach and Williamsburg. Zepeda joined the financial security company in 2010 after a legal career. She worked as managing director of the Washington, D.C., office and moved […]
Wells Fargo to launch $87M expansion in Roanoke County
San Francisco-based Wells Fargo will spend $87 million to modernize and expand its Roanoke County customer support center, adding 1,100 jobs in a deal that will make the bank the county’s largest employer. The deal is also the largest project employment announcement in the county’s history, as well as its largest commercial office investment, Gov. […]
Bank of America grants VUU $1M
Bank of America granted Virginia Union University $1 million for its new banking and financial services workforce development program, the university announced Monday. VUU’s Sydney Lewis School of Business will lead the program, called MORE for My Opportunity is Real Essential, in partnership with the university’s workforce development division and its Evelyn Reid Syphax School [&helli[...]
Deloitte names first female Central Va. marketplace leader
Deloitte named Alison Rogish its new Central Virginia marketplace leader Wednesday, the first woman to hold the role. “It’s an honor to have been asked to serve as marketplace leader for Deloitte’s Central Virginia practice,” Rogish said in a statement. “I look forward to using my knowledge and experience to build on our marketplace excellence […]
Murphy & McGonigle appoints new Va. managing partner
New York-based financial services law firm Murphy & McGonigle announced Monday that Katherine McGrail, its litigation shareholder and chief diversity, equity and inclusion officer, will become the new managing partner of its Virginia office, located in Glen Allen. She will serve on the executive committee. “The perspective and experience of Kate, as our lead diversity […]
Va. Community Capital names new president and CEO
Richmond-based nonprofit Virginia Community Capital (VCC) has hired Amir Kirkwood as its president and CEO, following founding executive director Jane Henderson’s January announcement of her retirement. He will assume the role on Nov. 1. “I am excited about Amir’s choice to join our organization,” Henderson said in a statement. “He brings the talent and market […]
KeyBank parent company to buy McLean data firm
Cleveland, Ohio-based financial services company KeyCorp announced Tuesday it will acquire McLean-based AQN Strategies LLC, a data and analytics firm focused on financial services established by Ben Sabloff and Nigel Morris, co-founder of Capital One and fintech venture capital firm QED Investors. Financial terms of the transaction were not disclosed. Sabloff will serve as KeyCorp’s [&hellip[...]
Abingdon investment advisory firm names chief investment officer
Investment adviser Concord Asset Management, a division of Abingdon-based Concord Wealth Partners, announced Monday it has hired Mitch York as its inaugural chief investment officer. York was most recently the manager of portfolios and investment with Fairfax-based Edelman Financial Services, where he managed a $24 billion investment program. In his new role, he will oversee […]
Alexandria venture capital firm secures $350M in funding
Alexandria-based boutique venture capital firm QED Investors secured $350 million in funding for fintech companies in North America, South America and the United Kingdom, the company announced Wednesday, making it the sixth round of funding in the firm’s 12-year history. QED was co-founded in 2007 by Frank Rotman and Capital One Financial Corp. co-founder Nigel […]
Morgan Stanley to acquire E-Trade for $13B
New York City-based wealth management company Morgan Stanley will acquire Arlington-based E-Trade Financial Corp. under a $13 billion definitive agreement expected to close in the fourth quarter of this year, the companies announced Thursday. E-Trade stockholders will receive 1.0432 Morgan Stanley stares for each of their E-Trade shares as a result of the acquisition, which […]
Breakout Capital promotes McLean Wilson to CEO and president
McLean-based financial services company Breakout Capital LLC has promoted McLean Wilson from chief credit officer to chief executive officer and president, the company announced Jan. 14. Wilson joined Breakout — which provides capital loans and underwriting to small businesses —in 2016 as the company’s first lender. In his new role, he will continue to oversee […]
