|Fate||Acquired by NationsBank (predecessor of Bank of America|
|Predecessor||Robertson, Colman, Siebel & Weisel|
|Successor||Banc of America Securities|
|Headquarters||San Francisco, California|
Montgomery Securities was an investment bank based in San Francisco, California, that specialized in high technology and health care sectors. The firm was founded in 1978 by Thom Weisel.
Thomas "Thom" Weisel is an American banker, businessman, and investor. He was one of the pioneers in the development of the high tech industry in Silicon Valley. Weisel is the founder of Montgomery Securities and later Thomas Weisel Partners.
The bank was acquired by NationsBank Corporation on June 30, 1997.It competed in the same geographic region and market sectors as Robertson Stephens (acquired by BankAmerica Corporation) and Hambrecht & Quist (now part of JPMorganChase).
Robertson Stephens was a San Francisco-based boutique investment bank that focused primarily on technology companies. The firm was closed by its parent company, FleetBoston in July 2002 as a result of the collapse of the technology sector and the end of the dot-com bubble.
Hambrecht & Quist (H&Q) was an investment bank based in San Francisco, California noted for its focus on the technology and Internet sectors. H&Q was founded by William Hambrecht and George Quist in California, in 1968.
The merger of BankAmerica Corporation and NationsBank Corporation, prompted NationsBank CEO Hugh McColl to propose to put the together the two investment banks, BancAmerica Robertson Stephens and NationsBanc Montgomery Securities.
Hugh L. McColl Jr. is a fourth-generation banker and the former Chairman and CEO of Bank of America. Active in banking since around 1960, McColl was a driving force behind consolidating a series of progressively larger, mostly Southern banks, thrifts and financial institutions into a super-regional banking force, "the first ocean-to-ocean bank in the nation's history."
Ultimately the combination did not happen as Robertson Stephens was sold off in 1998 to FleetBoston.Though, FleetBoston was later acquired by Bank of America in 2004, Robertson Stephens was closed in 2002.
Montgomery Securities is the predecessor of Banc of America Securities.
Sandler O'Neill + Partners, L.P., is a full-service investment banking firm and broker-dealer specializing in the financial services sector. It is headquartered in New York City, and has offices in Boston, Chicago, San Francisco and Atlanta. The firm also operates a mortgage finance company and registered investment adviser based in Memphis.
The Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina, with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. It is the second largest banking institution in the United States, after JPMorgan Chase. As a part of the Big Four, it services approximately 10.73% of all American bank deposits, in direct competition with Citigroup, Wells Fargo, and JPMorgan Chase. Its primary financial services revolve around commercial banking, wealth management, and investment banking.
Bank One Corporation was the sixth-largest bank in the United States. It traded on the New York Stock Exchange under the stock symbol ONE. The company merged with JPMorgan Chase & Co. on July 1, 2004. The company had its headquarters in the Bank One Plaza in the Chicago Loop in Chicago, Illinois, now the headquarters of Chase's retail banking division.
FleetBoston Financial was a Boston, Massachusetts–based bank created in 1999 by the merger of Fleet Financial Group and BankBoston. In 2004 it merged with Bank of America; all of its banks and branches were converted to Bank of America.
NationsBank was one of the largest banking corporations in the United States, based in Charlotte, North Carolina. The company named NationsBank was formed through the merger of several other banks in 1991, and prior to that had been through multiple iterations. Its oldest predecessor companies had been Commercial National Bank (CNB), formed in 1874, and American Trust Company founded in 1909. In 1998, NationsBank acquired BankAmerica, and modified that better-known name to become Bank of America.
BankBoston was a bank based in Boston, Massachusetts, which was created by the 1996 merger of Bank of Boston and BayBank. One of its predecessor banks started in 1784, but the merged BankBoston was short-lived, being acquired by Fleet Bank in 1999. In 2005, FleetBoston was purchased by, and merged into, Bank of America of Charlotte, North Carolina.
BDO Unibank, Inc. (BDO) is a Philippine banking company based in Makati. In terms of total assets, the firm is the largest bank in the Philippines, fifteenth largest in Southeast Asia, 116th largest in Asia, and the 234th largest bank globally as of March 31, 2016. BDO Unibank is also a member of SM Group owned by the late Henry Sy. It is also the largest bank in the country by market capitalization.
Raymond James | Morgan Keegan is the interim name of the former Morgan Keegan & Co. business units acquired by Raymond James Financial on April 2, 2012. The combined firms’ subsidiaries engage primarily in investment and financial planning, investment banking, fixed income products and asset management.
Banc of America Securities LLC (BAS), was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquartered in New York City, the company competed in both the domestic and international equity and investment banking markets.
Mirae Asset Financial Group is a financial service providing group headquartered in Seoul, South Korea. Mirae Asset provides comprehensive financial services including asset management, wealth management, investment banking, and life insurance. Mirae Asset was founded by Hyeon Joo Park in 1997 and introduced the very first mutual funds to Korean retail investors in 1998. On a global consolidated basis, total group’s client assets exceed US$400 billion. Mirae Asset has global presence in Australia, Brazil, Canada, China, Colombia, Hong Kong, India, Indonesia, Korea, Mongolia, Singapore, the United Kingdom, United States and Vietnam.
Columbia Management was the investment adviser for the majority of funds in the Columbia Advisers, LLC family of funds and to U.S. and non-U.S. institutional accounts and private funds, owned since 2009 by Ameriprise Financial. Following a 2015 brand merger with another Ameriprise subsidiary, Threadneedle Asset Management, Columbia Threadneedle Investments replaced Columbia Management as the single global brand for Ameriprise's asset management business.
Thomas Weisel Partners Group, Inc., also known as TWP or Weisel, is a U.S. growth focused investment banking firm based in San Francisco, California.
Mayo A. Shattuck III is an American businessman and philanthropist. He currently serves as non-executive chairman of Chicago-based Exelon Corporation, co-chair of the Johns Hopkins University Capital Campaign and vice chairman of the board of Johns Hopkins Medicine.
Associated Banc-Corp is a U.S. regional bank holding company providing retail banking, commercial banking, commercial real estate lending, private banking, specialized financial services, and insurance services. It is headquartered in Green Bay, Wisconsin and is the largest bank headquartered in Wisconsin. It has over 230 banking locations serving more than 110 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio, and Texas.
First Citizens Bancshares, Incorporated is a bank holding company based in Raleigh, North Carolina that operates First Citizens Bank. First Citizens operates in 18 states and the District of Columbia in the United States, concentrated in the Southeastern United States, Southern California, and Washington.
The term CHARM Bank refers to an acronym popularly used in the 1990s to describe the top boutique investment banks of the decade.
Moody's Analytics is a subsidiary of Moody's Corporation established in 2007 to focus on non-rating activities, separate from Moody's Investors Service. It provides economic research regarding risk, performance and financial modeling, as well as consulting, training and software services. Moody's Analytics is composed of divisions such as Moody's KMV, Moody's Economy.com, Moody's Wall Street Analytics, the Institute of Risk Standards and Qualifications, and Canadian Securities Institute Global Education Inc.
|This United States bank-related article is a stub. You can help Wikipedia by expanding it.|