06/02/2025
All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust.
06/02/2025
Leadership change marks pivotal moment in RIA’s evolution
06/02/2025
With growing expansion in the U.S. and a market leading presence in Europe, Aztec Group appoints new Chair to continue long-term growth journey.
06/02/2025
In addition, she will continue to ensure that cyber resilience is incorporated into strategic firm initiatives, including product and technology deployments, AI-fueled innovation and cloud adoption.
06/02/2025
Bob Oros, who oversaw an aggressive acquisition strategy at one of the country’s largest RIAs, will step down as CEO but remain a member of the board.
05/30/2025
Paulin and Tanious will work with Northern Trust Asset Management’s investment team in equities, fixed income, multi asset, and alternatives to build its economic and markets views.
05/30/2025
Sonia joins the Bank's commercial banking division as a Managing Group Director responsible for leading a team of relationship managers in support of the Bank's growth into Long Island.
05/29/2025
Kirpalani most recently co-managed more than $300 million in assets serving more than 330 clients at a Greenwich, Conn.-based wealth management firm.
05/29/2025
If you search for financial services redundancy notices, you can see exactly how the 2025 reduction in force is going to affect New York-based Morgan Stanley bankers, starting from June.
05/28/2025
Together, they will form the Speritas Private Wealth Team, with Mr. Millar as a Partner, Managing Director and Private Wealth Advisor, and Mr. Preziose as a Wealth Advisor.
05/28/2025
He joins the firm from Merrill Lynch.
05/28/2025
He is general counsel and strategic advisor to single and multi-family offices and family enterprises.
05/28/2025
Until August, Frank Consalo, Citi’s head of national sales, will oversee the California market, according to the memo.
05/28/2025
Fischer's over 30-year career includes stints at JP Morgan Chase, State Street, and Charles Schwab.
05/28/2025
A veteran with global roots strengthens Twenty Four Wealth's presence in Connecticut, while LPL's newest employee advisor comes with experience from the sports industry.
05/27/2025
Canaccord adds to advisor momentum with another hire following BPS Wealth Management team move
05/27/2025
John Lally will take on the role on June 2
05/27/2025
Aisa Wealth & Investment Management (AWIM) has appointed Jez Bezant as Head of International Wealth Management
05/27/2025
Kirpalani will be based at Twenty Four Wealth's Darien, CT headquarters at 320 Boston Post Road, Darien, CT 06820.
05/27/2025
Mr. Hantho will join Bow River Capital's Executive Committee