06/17/2022
Joining in New York as a managing director on the private capital markets team, Caracciola draws on a career spanning more than 15 years focused on equity, equity linked, and debt private placements.
06/17/2022
Fund house announces change as long-serving manager aims to step down by the end of 2023.
06/17/2022
The nomination has been made following a rigorous assessment process led by the Board Nominations Committee.
06/16/2022
As executive vice president and general counsel, Lamarque will report to Houston and serve as a member of the executive management team.
06/16/2022
Former Charles Schwab Director Dedicated to Firm's Ambitious Growth Initiatives and Scaling its Business
06/16/2022
"It's difficult to overstate Rich's impact on our company," said René Jones, chairman and CEO of M&T.
06/15/2022
Felipe Perez, CEO of the Swiss private bank's business in Montevideo, has exited along with two other senior employees, sources have revealed.
06/15/2022
Tom is based in Boston and reports to Matt Santangelo, head of Client Strategies and Business Development, New England.
06/14/2022
J.B. Lowe joins as VP, Head of Investor Relations to expand engagement with shareholders, investment analysts, industry experts, and investors worldwide
06/14/2022
Ryan Ackers will take charge of acquisitions of elite advisory teams with a planning focus
06/13/2022
Bakshi was named Managing Director and Wealth Manager.
06/13/2022
Mr. Harris replaces Prashant Kolluri
06/10/2022
“The ICPM Board initiated a global search earlier this year to identify the best prospective candidates to succeed Rob, who has led ICPM with distinction for the past eight years. We are thrilled to have Sebastien Betermier join our team,”
06/10/2022
Margiasso is a seasoned financial services professional with seven years of experience in the industry.
06/10/2022
Smith will continue to report to Habis and join the Santander US Leadership Team.
06/09/2022
Allworth Financial, with $15 billion in AUA, clients in all 50 states, and offices in every region of the country, was founded in 1993 in Sacramento, California.
06/09/2022
Danny Jeon will be head of Orchard Global’s newly opened liaison office in Seoul, South Korea after more than 20 years of financial services experience in investment banking and asset management
06/09/2022
"We are excited to have Sean join our team and look forward to the energy and impact he will bring to our clients' investment plans."
06/09/2022
“As our organisation continues to grow and diversify its product suite, attracting this level of management expertise is critical to ensure we maintain excellence across our specialty underwriting strategies”
06/08/2022
Bonitatibus joins Wells Fargo from Chase where she served as Chief Communications Officer