06/01/2023
He will also collaborate with officials overseeing the unit's advisor recruitment, team and succession planning, event organization for advisors, branch and client communications and other efforts.
05/31/2023
Juan Andrés Gutiérrez Bacci is joining from Colombian investment bank Visum.
05/31/2023
The company is interviewing for the COO role that had been occupied by departing co-founder Ed Swenson.
05/31/2023
The creation of the CIO role is the consequence of our ever-growing focus on digital transformation and has responsibility for IT and digital requirements across the group.
05/31/2023
Chief Compliance Officer recognized for his professional achievements and community spirit
05/31/2023
Former Signature Bank team joins one of Atria's subsidiaries' largest branches, American Investment Planners, to continue growth momentum
05/31/2023
The Bermuda-based company’s current chief executive officer takes executive chair responsibilities.
05/30/2023
In his new role, Tinsley will be responsible for all commercial functions for the Company
05/30/2023
The impacted jobs represent about 15% of First Republic’s workforce
05/30/2023
Morgan Stanley continues its job-cutting spree, with a particular focus on China.
05/29/2023
Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.
05/26/2023
Eduardo Ventura is taking on a new role at Citi in Brazil after joining the group three years ago from Itaú.
05/26/2023
Eric Anthony Platt, a former fund sales specialist for M&G, was hired by Jefferies this week for a wealth management post in Miami.
05/26/2023
Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.
05/25/2023
Industry veteran’s experience will be an asset to the firm’s future needs
05/25/2023
Also a senior vice president, Anderson runs the investments side and said that the relationship with Raymond James would provide Shultz clients with “more robust client models.”
05/25/2023
Crescent Harbor Private Wealth is the 32nd Merrill Lynch Breakaway to Join Sanctuary; Sanctuary Affiliated Short Hills, NJ Firm Brings Aboard New Partner
05/24/2023
Along with other changes, GSAM announced Tuesday that Greg Calnon will lead the $2.4 trillion business with Ashish Shah.
05/24/2023
Olson succeeds former CEO Shvetank Shah
05/24/2023
Green has spent her career with Fifth Third, having progressed through multiple leadership positions