10/24/2024
With eight years of experience in the insurance industry, Miller has joined CRC’s Dallas, TX (Tollway) office as a broker specialising in commercial auto and transportation.
10/23/2024
In this new position, Havens is responsible for leading the company’s U.S. Wealth Management business including family office, investment management, trust, estate, private and business banking business.
10/22/2024
Following CEO Dan Arnold's sudden firing earlier this month, LPL's board has chosen Steinmeier as his permanent replacement, while CFO Matt Audette adds president to his title.
10/21/2024
Dave Barton, vice chairman of M&A at Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors, has retired.
10/18/2024
He joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office.
10/17/2024
Prior to joining UBS, he worked as a financial advisor with Morgan Stanley since 2012 and prior to that, he spent six years with Merrill Lynch.