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Donaldson Lufkin & Jenrette

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Credit Suisse Fined $1.2M Over Unsuitable Investments

An NASD arbitration panel found that Credit Suisse unit Donaldson Lufkin & Jenrette had wrongly advised Rafael and Corina Montalvo to liquidate their bond portfolio and invest the money in aggressive proprietary managed accounts and hedge funds.

February 14, 2006
PEOPLE - Relaunch

Forty-eight years after his first start-up, Bill Donaldson is helping with another.
By Justin Schack
March 11, 2007
THUS SPAKE BILL DONALDSON

Nominated last month by President Bush to succeed the erudite but politically bumbling Harvey Pitt as chairman of the Securities and Exchange Commission, the 71-year-old Donaldson has refused all press requests for interviews.

January 01, 2003
This content is from: Culture

The Best Analysts of All Time - AART Hall of Fame 2012

In the four decades since 1972, Institutional Investor has named a total of 14,934 in its All-America Research Team, the ranking of the best research analysts in America. Today, we reveal the best of the best in our inaugural AART Hall of Fame.

October 13, 2011
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Passport Capital Hires Mortgage Pro

Alternative investment firm, Passport Capital, has appointed Jeffrey Kong as portfolio manager.

April 14, 2011
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Evercore Adds Corporate Advisory Unit Head

Evercore Partners has appointed Jan Sadowsky as a senior managing director of its corporate advisory business.

August 10, 2011
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