02/22/2023
Plaus, who is 60 and also oversees Merrill Lynch’s international and institutional wealth groups, had led private wealth (formerly known as the Private Banking and Investment Group) since 2017.
02/22/2023
She was managing director at that firm, and has over 20 years of experience in private equity, real estate and the financial services industry.
02/21/2023
Prior to joining Liberty Mutual, Larson led financial lines at CNA Financial and held several key roles at Chubb.
02/20/2023
Stubbs joins from JPMorgan's private bank, where he was global head of thematic investing
02/17/2023
She has served as the bank’s country head of wealth and personal banking in Malaysia and as global transformation program director in London.
02/17/2023
We are looking forward to his expanded role to benefit the entire team in South Florida.
02/16/2023
Sam Finkelstein is leaving the firm at the end of June. Kay Haigh and Whitney Watson will step up to become global co-heads of fixed income and liquidity solutions.
02/15/2023
“Franklin Templeton is well positioned with a strong balance sheet and has a track record of investing for long-term growth,”
02/15/2023
Minneapolis-based producer will support a broad client base through a full range of strategic risk and insurance solutions
02/15/2023
Veteran marketer brings decades of experience working with billion-dollar brands such as the NBA, Nationwide Financial and State Farm to IDIQ
02/14/2023
Prior to joining Private Ocean, Olson managed operations and marketing for a corporate consulting firm focused on accountability and culture management training for Fortune 1000 organizations.
02/14/2023
Mr. Yeh was within the Private Equity Value Creation group at Strategy&, part of the PwC Network
02/14/2023
Appointment Enhances Leadership Team and Signals a Continued Focus on Operational Excellence
02/13/2023
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients
02/13/2023
Christen joins the company from MetLife, bringing more than two decades of leadership and industry experience
02/13/2023
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients
02/13/2023
In his role, Cannava will oversee all teams that execute on government‑sponsored enterprise (GSE) financing for market rate apartments, affordable housing, manufactured housing, student housing, health care properties and senior housing developments.
02/10/2023
He will join Northern Trust’s Management Group and report to Chief Executive Officer Michael O’Grady.
02/10/2023
One of the architects of Angeles Wealth’s client experience becomes firm’s youngest ever partner
02/10/2023
Mr. Rose will be responsible for leading the US-based Capital Markets team