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Toronto-Dominion Bank is revamping its capital markets leadership by naming Dan Charney as president of TD Securities, promoting Geoff Bertram to head of corporate and investment banking, and appointing Lisa Thomas as head of global research.
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Canada, United States
Who
Dan Charney, Geoff Bertram, Lisa Thomas, Larry Wieseneck, Tim Wiggan
What
Toronto-Dominion Bank is revamping its capital markets leadership by naming Dan Charney as president of TD Securities, promoting Geoff Bertram to head of corporate and investment banking, and appointing Lisa Thomas as head of global research.
When
Tue, 16 Jun 2026 13:22:03 GMT · 3h 45m ago
Where
Canada, United States ·
Why
This leadership overhaul follows a period of integrating New York-based investment bank Cowen Inc. and addressing money laundering issues in the US that led to a significant fine.
The Frontline Impact
How this affects you
The leadership changes at TD Securities indicates a strategic effort to stabilize and strengthen its capital markets division, aiming for continued growth and improved integration performance post-Cowen acquisition. This could lead to a more streamlined and profitable capital markets operation for one of Canada's largest banks.
Story chain
2 events in this thread- Currently Reading3h 45m agoToronto-Dominion Bank is revamping its capital markets leadership by naming Dan Charney as president of TD Securities, promoting Geoff Bertram to head of corporate and investment banking, and appointing Lisa Thomas as head of global research.
- Markets3h 45m agoToronto-Dominion Bank is revamping its capital markets leadership by naming Dan Charney as the new president of TD Securities and promoting Geoff Bertram to head of corporate and investment banking, according to an article published on June 16, 2026.Open article