06/15/2023
In this role, Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.
06/15/2023
Based in New York, he will be responsible for driving the bank’s data and cloud strategies.
06/15/2023
Industry Veteran Will Supervise Trust Administration Activities Across the Firm
06/14/2023
Roseli Kostiuk left Citi Private Bank last month after almost 14 years and is joining a former colleague at the Spanish group.
06/14/2023
Since its founding in 2010, Skyline Wealth Management has helped nearly 200 Central Texas families retire with confidence and fulfillment.
06/13/2023
The trio of advisors are joining the Swiss firm's international branch led by Jesus Valencia.
06/13/2023
"At Hightower, we talk a lot about "well-th"—the concept that wealth encompasses more than money,"
06/13/2023
"We have the privilege to walk alongside hundreds of clients — from teachers to engineers to executives."
06/13/2023
These new teams will also help accelerate Citizens’ geographic growth plans in key markets
06/13/2023
"I'm thrilled to be here at CoastalOne and excited to work with its new ownership to implement a dynamic vision and growth strategy for the future."
06/13/2023
The AMCS Group has hired Sebastian Araujo in Uruguay to shore up fund sales coverage of its team in the region.
06/12/2023
The private bank is designed to provide personalized, 24/7 concierge-level banking services
06/12/2023
Prior to joining UBS, she spent 10 years as a Financial Advisor at Bernstein Private Wealth Management after starting her career at IPS Strategic Capital.
06/09/2023
Alberto Valenzuela is taking on a new non-executive role at the firm at the start of next year.
06/09/2023
The memo also outlined other personnel moves.
06/09/2023
Sawuk brings nearly 20 years of experience in financial services and life settlements
06/08/2023
The new additions are all in the Client Solutions division and are based out of the New York office.
06/08/2023
The group is continuing its hiring push for its Brazilian unit Julius Baer Family Office.
06/08/2023
Amy Lawrence is launching Gorilla Investments Co. in Miami.
06/08/2023
Eliasek's hiring will further boost the investment banking unit of Jefferies