10/23/2026
The event recognized accomplished women from New Jersey’s public and private sectors whose leadership, achievements, and impact are helping shape the state’s businesses, institutions, and communities.
10/23/2026
Qureshi brings nearly four decades of experience shaping strategy, leading transformation and building businesses across global telecommunications and payments companies.
10/23/2026
RBC Wealth Management clocks another win from UBS as it seeks to meet a rapid growth goal for advisors in the United States.
10/22/2026
Tim Cox named U.S. Country Head
10/22/2026
The two executives will replace former board members who had retired earlier this year after reaching the retirement age of 75, Pierre de Weck and Linda Hudson.
10/21/2026
Potter brings decades of experience in financial management, investment strategy, and corporate leadership.
10/21/2026
Scott Dooley Will Lead The Office Of The CIO, Bringing Together Research, Portfolio Construction And Advisor Consulting
10/21/2026
In his new role at Bank of America Private Bank, Mr. Stone combines nearly two decades of institutional asset management expertise with comprehensive private wealth strategy.
10/21/2026
Previously a part of RHA Wealth, Clark and Robert serve over 190 clients and manage more than $300 million in client assets.
10/21/2026
Richard Campbell-Breeden is a senior investment banker, corporate finance adviser, and public company chairman with 37 years of experience in mergers and acquisitions
10/21/2026
Peddar brings over a quarter century of experience to the New York-headquartered firm, most recently serving as CRO and head of partnerships at Next Matter.
10/20/2026
He reports to Barry O’Byrne, the CEO of HSBC’s International Wealth Management and Premier Banking division, appointed two years ago.
10/20/2026
Vikram Chugh, who built the wealth management platform at fellow Long Arc portfolio company Robertson Stephens, replaces Lincoln Ross, who stays on as a strategic advisor.
10/19/2026
Nest Wealth Asset Management is entering a new chapter. Tascatan’s appointment as Chief Investment and Growth Officer confirms the firm’s first mover track record as it prepares its next generation of portfolios, products and client experience
10/19/2026
Experienced wealth management professional brings 15 years of advisory experience and a distinguished background in corporate finance to the growing firm.
10/19/2026
Chris brings extensive experience in alternative investment distribution
10/19/2026
Co-President roles will add senior leadership depth as Evercore advances its strategic priorities
10/16/2026
Throughout his career, he has established trusted client relationships and provided strategic guidance tailored to clients’ evolving financial goals.
10/16/2026
Scott Liebman appointed co-leader of Life Sciences and leader of FDA Regulatory and Enforcement practice
10/16/2026
Tascatan joins Nest Wealth with more than 15 years of experience in the investment management industry