02/03/2022
Alexander Fedynsky joins Aaron as Managing Director, Investment Advisor & Wealth Planner to Lead the new Newport Beach, CA Office
02/03/2022
She previously spent more than two years at BTG Pactual, initially as a senior private banker and relationship manager for the firm based in São Paulo.
02/03/2022
He will be responsible for bringing AB's diverse set of investment capabilities to the active ETF marketplace.
02/03/2022
When we set out to appoint new members to our Boards, we were focused on finding experienced individuals who would bring diverse views and perspectives
02/03/2022
Mr. Jenkins has deep experience in all segments of the wealth management business and across banking, RIA, and Broker-Dealer channels. He also is known for his client-focused approach that is inclusive of technology solutions.
02/03/2022
Schaaf departs Principal after serving in key leadership roles across the organization.
02/02/2022
Starboard Advisors appoints Family Office president
As a seasoned family office executive with 24 years of experience serving major family offices in New England, Ouellette brings a unique perspective and focus on client service to the privately owned wealth management firms.
02/02/2022
WMS Partners Adds Four New Employee Shareholders
Tim Chase, Chairman of WMS, said, “Laura, Chris, Sam, and Nate represent the very best of WMS, and we are thrilled to welcome them as new shareholders.”
02/02/2022
Concert Group Adds To Management Team
Ms. Fetter, who will report to Concert’s Chief Legal Officer Matthew Wagner, takes up her post on February 1, 2022.
02/01/2022
Harbourfront Wealth appoints MD of Tax & Wealth Planning
Paul is responsible for nationwide directives including the development of a Wealth and Estate Planning division, an Investment Advisor Training and Education program, and the ensemble of a National Strategic Partnership Network for his previous firm, Can
02/01/2022
First Western Trust Hires New Market President
She is a proud native of Scottsdale, having called the area home her entire life. Her professional credentials include leadership positions at First Citizen’s Bank and BBVA
02/01/2022
KeyBank names Chief Diversity, Equity, and Inclusion Officer
Helena holds a bachelor's degree in Business Administration and Marketing Management from University of Colorado and an MBA from Hamline University.
02/01/2022
Key Private Bank named regional sales leader for Central New York
She is responsible for leading the sales and service efforts of Key Private Bank
02/01/2022
Pinnacle adds to US leadership
The US is now Pinnacle's largest market by funds under management outside of Australia.
02/01/2022
Smith has over 30 years of experience in providing an array of wealth management services to high net worth individuals and families, and he also has deep expertise in structuring customized insurance solutions.
02/01/2022
Lupovici will join Wells Fargo in April
01/31/2022
He hung on to the stock for years, then sold it for more than $500 million last year, the most since it was first issued in 2016.
01/31/2022
Paul Marion will develop a new tax and wealth planning framework for wealthy clients
01/28/2022
Morgan Stanley Elevates Hogan, Perez-Hernandez in Tech Group
Drew Guevara, a previous co-head of global tech banking, will also become a vice chairman of investment banking. Read more at: https://www.bloombergquint.com/business/morgan-stanley-elevates-hogan-perez-hernandez-in-tech-group Copyright © Bloomberg
01/28/2022
The WRF Board also reappointed two board members for second terms and elected officers for 2022.