02/06/2023
This esteemed position will allow DiCapua to bring his extensive experience in finance and investments to the Foundation, which supports the educational mission of SUNY Orange.
02/06/2023
The Company disclaims any intention or obligation to update publicly or revise such statements, whether because of new information, future events or otherwise.
02/06/2023
The move into CLOs is part of a larger U.S. investment banking expansion strategy.
02/03/2023
He served a pivotal role in building the enterprise to encompass 4,500 financial advisors, approximately $200 billion in client assets and an enterprise value of $1.3 billion.
02/03/2023
Previously, he held leadership roles at Validus Holdings and AXA XL.
02/03/2023
Previously, he held leadership roles at Validus Holdings and AXA XL.
02/03/2023
Most partner firms are hybrid advisors who retain their securities licenses.
02/03/2023
Dan Rosenbloom and Javier Benson-Glanz are Elevated to Chief Executive Roles Following Momentous Year for Commercial Real Estate Investment Firm
02/03/2023
This group of individuals has demonstrated exceptional talent, dedication to client service, and expertise in their respective domains.
02/02/2023
Before joining the company, Mr Lee served in several assurance roles at PwC Bermuda, spending nearly six years at the financial services firm on the island before departing in mid-2018.
02/01/2023
She will provide additional value to PNC Private Bank Hawthorn clients by emphasizing a holistic approach to issues surrounding family dynamics, communication, governance, education, conflict resolution and coaching.
02/01/2023
He has extensive experience of promoting and supporting strategic change, advising board directors, and leading successful teams from his previous roles
01/31/2023
Throughout his successful 25-plus year career at CIFS in Puerto Rico, he worked in a variety of leadership positions including Regional Sales Principal, Regional Sales Manager, and Head Trader.
01/31/2023
He also represented JP Morgan on the Board of Directors for FIA Tech and as the co-chair of the FIA Tech Product Advisory Committee.
01/31/2023
Layo, who has managed approximately $125 million in client assets over his career, gains the wealth management expertise, resources and strength of Lincoln in support of his client service
01/31/2023
The team at H.L. Wiginton also includes Tom Ferrell, CFP®, Vice President and Financial Advisor, Luke Ferrell, Financial Advisor, and Kristi Alexander, Office Manager and Sales Assistant.
01/31/2023
Cameron Succeeds Scott Witter, Who Is Retiring After 15 Years of Service
01/31/2023
She has also served in a variety of underwriting and producer roles at James River Insurance Company, Chas. Lunsford Sons & Associates and Colony Insurance Company.
01/30/2023
The Klinger Quan Group, which manages more than $1.3 billion, joins in San Francisco, while David Sacharko and Sean Siana, with $340 million, join in Hartford, Connecticut.
01/30/2023
David and Sean will join the UBS Greater New England Market, managed by William Cholawa and Weisner Perez, and will be based in the Hartford, Connecticut office.