06/06/2023
"Calamos was founded as a wealth management firm and it has remained an important and growing part of our business since,"
06/06/2023
Zhang and Manfredini
06/06/2023
Misra, who will report to Kay Herr, head of research and incoming US chief investment officer for GFICC, will take up her new role in August.
06/06/2023
Jeffrey Smith has been appointed as the new leader of Cambridge Trust company's wealth management division, a part of Cambridge Bancorp.
06/05/2023
Prior to Thunder Bridge, he was with Morgan Stanley in the Investment Banking Division where he led Morgan Stanley’s global coverage of the payments technology sector.
06/05/2023
Sareena joins BNY Mellon | Pershing from The Vanguard Group
06/02/2023
He has been in the Chicago market for 30 years where he has focused on the legal, accounting, engineering and healthcare industries.
06/02/2023
New Money and You: Seniors Edition empowers Canadians with knowledge and builds financial confidence
06/02/2023
Schuchard will report to Billy Obregon and lead the Latam team in Switzerland, responsible for both Geneva and the newly created Latam desk in Zurich.
06/01/2023
Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.
06/01/2023
Raymond James recruits five-person Morgan Stanley team for int’l unit
06/01/2023
Jay Shah; Edelman Financial Engines, a top independent wealth planning and workplace investment advisory firm, announced today that its board of directors has named Jay Shah to become the firm’s new CEO, effective August 18, 2023.
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