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— Movers and Shakers —

Movers & shakers: May 4, 2009

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EXECUTIVE SUMMARY
  • Citadel Securities established an investment banking group with three Merrill bankers
  • Deutsche Bank AG hired Merrill's Paul Wetzel as head of FIG M&A, Americas
  • Philip Lawson joined the distribution team of CIBC as an executive director

ToddKaplanMovers.pngCitadel Securities established an investment banking group with three hires.

Todd Kaplan, who joined in March, becomes head of the unit, reporting to Rohit D'Souza, CEO of Citadel Securities. Brian Maier joins as head of industry groups and Carl Mayer joins as head of leveraged finance. Both report to Kaplan.

Kaplan (pictured) was with Merrill Lynch & Co. since 1986, having been head of global leveraged finance, capital markets and financing, global principal investments and corporate finance. Maier is a 25-year investment banking veteran of Merrill Lynch and Goldman, Sachs & Co. Most recently, he was group head of consumer industries and equity private placements at Merrill. Mayer was head of leveraged finance capital markets and a member of the origination capital committee at Merrill. Before that, he was a managing director in high yield capital markets at Deutsche Bank AG.


Deutsche Bank AG hired Paul Wetzel from Bank of America Corp.'s Merrill Lynch unit to be head of financial institutions mergers and acquisitions in the Americas. At Merrill, Wetzel has been head of global strategy and business development, head of FIG Asia and head of global FIG M&A.


Philip Lawson joined the distribution team of CIBC as an executive director in London. He has worked at Barclays Global Investors, hedge fund Lee Overlay Partners, Credit Suisse Group and Republic National Bank of New York.


Banc of America Securities-Merrill Lynch Research named Sheryl King as head of Canada economics and investment strategy. King has been a senior U.S. economist at Merrill Lynch since 2004. Before Merrill, King worked at TD Bank Financial Group in Toronto for four years and spent eight years at Bank of Canada. Dan Sukmanowsky, who joined BofA Securities-Merrill Lynch Canada Research in April from TD Bank Financial Group's economics team, reports to King.


Check The Deal Pipeline for updates on these Movers & shakers:

  • Sagent Advisors Inc. hired investment banking attorney Osamu Watanabe as general counsel and chief compliance officer.
  • BMO Capital Markets hired John Morris as a senior equity analyst on the firm's consumer equity research team.
  • Pomona Capital tapped Oliver Gardey as a partner in London.
See these and more!

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