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  2. Prime brokerage - Wikipedia

    en.wikipedia.org/wiki/Prime_brokerage

    Prime brokerage is the generic term for a bundled package of services offered by investment banks, wealth management firms, and securities dealers to hedge funds which need the ability to borrow securities and cash in order to be able to invest on a netted basis and achieve an absolute return.

  3. Charles E. Mitchell - Wikipedia

    en.wikipedia.org/wiki/Charles_E._Mitchell

    [1] [2] Defended by attorney Max Steuer, he was found not guilty of all criminal charges, but the government won a million-dollar civil settlement against him. In 1933, the U.S. Senate 's Pecora Commission investigated Mitchell as its first witness for his part in tens of millions of dollars in losses, excessive pay, and tax avoidance.

  4. Citigroup - Wikipedia

    en.wikipedia.org/wiki/Citigroup

    Citigroup is the third-largest banking institution in the United States by assets; alongside JPMorgan Chase, Bank of America, and Wells Fargo, it is one of the Big Four banking institutions of the United States. [4] It is considered a systemically important bank by the Financial Stability Board, and is commonly cited as being "too big to fail".

  5. TD Ameritrade - Wikipedia

    en.wikipedia.org/wiki/TD_Ameritrade

    TD Ameritrade was a stockbroker that offered an electronic trading platform for the trade of financial assets.The company was founded in 1975 as First Omaha Securities.In 2006, it acquired the United States operations of TD Waterhouse from Toronto-Dominion Bank and was renamed TD Ameritrade.

  6. Morgan Stanley Wealth Management - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley_Wealth...

    Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley . On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith ...

  7. History of investment banking in the United States - Wikipedia

    en.wikipedia.org/wiki/History_of_investment...

    The market for financial services evolved dramatically in the post-Civil War era. One of the most significant changes was the emergence of "active investment banking" in which investment bankers influenced the management of client companies through sitting on the finance committees and even directly on the board of directors of those companies.

  8. Merrill Lynch & Co. - Wikipedia

    en.wikipedia.org/wiki/Merrill_Lynch_&_Co.

    The firm engaged in prime brokerage and broker-dealer activities and was headquartered in New York City, occupying the entire 34 stories of 250 Vesey Street. The company agreed to be acquired by Bank of America on September 14, 2008, at the height of the Financial crisis of 2007–2008, the same weekend that Lehman Brothers was allowed to fail.

  9. CIT Group - Wikipedia

    en.wikipedia.org/wiki/CIT_Group

    Arthur O. Dietz succeeded Ittleson as president of the company in 1939. During the war, CIT offered its 2,000 employees a month's bonus, life insurance, and a guaranteed job on return if they served in the United States Armed Forces. Between 1947 and 1950, the company's net income rose from $7.3 million to $30.8 million.

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