10/25/2024
Combining deep industry knowledge with Savvy’s innovative technology, new recruits are poised to increase efficiency and deliver enhanced client solutions
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.
10/24/2024
Clients enjoy the breadth of options provided by large financial institutions with the depth of high-touch, personalized client service provided by specialty boutiques.
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.
10/23/2024
Sherman has previously been named one of the 500 Leading Lawyers in America and 500 Leading Litigators in America by Lawdragon
10/22/2024
DeSisto joins CWA with broad experience as Chief Investment Officer and portfolio manager of discretionary, quantitative and multi-asset investment portfolios
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.
10/18/2024
The addition of Pratik and Spencer deepens our extensive cybersecurity expertise
10/18/2024
Led by two experienced advisors, the team brings more than 40 years' combined experience as they enrich the firm's profile in Florida's high-net-worth and UHNW market.
10/18/2024
Updated CTO role to drive full-scale technology deployments of zero-carbon concentrating solar energy solutions
10/18/2024
Berta Aldrich will fill the newly created role; StepStone also hired a new head of RIA enterprise relationships.
10/17/2024
Insurance-Focused Asset Manager Welcomes Matthew Petre as Head of Business Development and Cassandra Becker as Chief Compliance Officer and Senior Counsel
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.
10/17/2024
In his new role, Davis has been tasked with the effort to help expand Citi's coverage of technology companies
10/17/2024
Naumovich has joined JPMorgan as an MD and chief data and analytics officer in its commercial and investment bank sales team.
10/16/2024
Mr Perez will report to Susan Rivera, chief executive of TMHCC.
10/16/2024
“Her strong market relationships will help further strengthen our operations both in the US and globally.”
10/16/2024
Marlow has worked at KeyBank for 23 years and has over 30 years of financial services experience.