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.
01/30/2023
Soloria named chief investment officer
01/30/2023
Based in Kingwood, Texas, a suburb of Houston, Blakelock is an Army veteran with an analytical background stemming from graduate school work at the University of Houston’s Cougar Investment Fund.
01/27/2023
Atria's Head of Financial Institution Channel, Valorie Seyfert, set to retire at end of February
01/27/2023
SignatureFD’s partner promotions are as follows.
01/27/2023
Both Mr. Melsheimer and Mr. Ganchev will be based in New York.
01/26/2023
She will be responsible for LAM’s business development in North America and will oversee its Institutional Client Group
01/26/2023
They follow Kabir Sethi, who joined LPL last April as chief product officer.
01/26/2023
Silvestre is an exceptional leader with significant securities litigation and compliance experience
01/26/2023
Current Chief Investment Officer (CIO) Rick Pitcairn becomes firm's Chief Global Strategist; Well-regarded investment industry veteran Nathan Sonnenberg joins firm as new CIO
01/26/2023
Colberg is also a member of the Board of Directors of Corebridge Financial, Inc., formerly AIG Life & Retirement.