07/18/2025
NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion
Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market
07/18/2025
Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market
07/18/2025
Joining the newly created advisory board are Stuart DePina and Jason Ehrlich.
07/18/2025
The Wealth Management Firm Also Announced a New Chief Strategy Officer and Chief Marketing Officer
07/18/2025
Thomas departs the firm he started his career with 15 years ago.
07/18/2025
Rosh’s appointment comes as Fool Wealth continues to expand its leadership
07/17/2025
Johnson joined TD in 2003
07/17/2025
Archway has seen significant demand for its fund administration services
07/17/2025
She brings more than 20 years’ experience in senior business development roles
07/17/2025
Pollina to support SC Ventures and CIB in expanding strategic partnerships and client relationships across the region.
07/17/2025
Lister previously led the natural resources group, while Spry served as one of the co-heads of the diversified industries group within the bank’s global corporate banking business.
07/17/2025
Aloke Gupte is leaving JPMorgan and joining Citi.
07/17/2025
Greg Cornick, previously head of advisor recruiting and retention, will now help head the firm’s investment solutions amid recent senior-level departures and shifts to Osaic’s leadership structure.
07/16/2025
Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business.
07/16/2025
The planning director said he's taken the 'bold' move to relocate to North Carolina and look for jobs in US wealth after two years with SPW.
07/16/2025
Brad Repinsky will help build up the $30 billion SEIA’s estate, tax and financial planning focus area for private clients, much like he did for Fidelity.
07/16/2025
Whittier Trust further strengthens its rapidly growing San Diego team with veteran trust and estates advisor, Kiley Barnhorst MacDonald.
07/15/2025
Veteran Dealmaker Brings More Than 25 Years of Healthcare Industry Experience
07/15/2025
He will be based in the Burlingame office.
07/15/2025
He will begin his role at the conclusion of his notice period.
07/15/2025
Previously, in CHRO roles at Vonage and Presidio, Sue launched high-impact inclusion initiatives, scalable advancement frameworks and leadership accelerators.