07/28/2022
In this newly formed role, Picard and the Investment Solutions group will support advisors by expanding access to best-in-class private-market investment opportunities and custom portfolio consulting.
07/28/2022
Wealth advisory firm hires two employees as part of strategic growth plan
07/27/2022
Prior to joining BNY Mellon Wealth Management, Laura was at Glenmede, an investment and wealth management firm serving institutions and individuals, for more than 25 years.
07/26/2022
Carson taps former LPL market strategist to advance its investment platform and research capabilities.
07/26/2022
The independent broker-dealer and RIA confirmed that Butnaru joined this week after spending the previous 10 years as chief executive officer of Boreal Capital Management’s business in Miami.
07/26/2022
"Eli brings extensive investor relations, capital raising, communications and client relationship management experience to the firm,"
07/26/2022
He was a member of the senior management team of Benfield Group.
07/25/2022
Janus Henderson recognizes that as an active manager data is the lifeblood of its business, particularly for a global firm navigating complex regulatory requirements, so strong leadership in data management is essential.
07/25/2022
Global co-head of mergers & acquisitions (M&A) Bruce Evans will now oversee investment banking coverage and advisory for the Americas at Deutsche Bank.
07/25/2022
Industry veteran tapped to lead bank-wide strategic inclusion and diversity initiatives
07/22/2022
The lead brokers of the T&G team—Melissa Transier and Chris W. Green—had joined Merrill in 2009 from Citigroup Global Markets, according to their Brokercheck reports.
07/22/2022
“Paul and Steve both have extensive experience advising and supporting landowners, while the high-touch service and bespoke approach needed for complex clients in this space is a natural fit with Miller’s strengths.”
07/21/2022
Two gatekeepers have left the RBC Global Wealth Management manager research team in the last month.
07/21/2022
In this role, DuBose leads key lending divisions for Commercial Banking, delivering streamlined, efficient working capital solutions to serve the needs of clients globally.
07/21/2022
Brenda Tsai brings more than 27 years of marketing leadership experience to one of the world’s largest investment servicing and investment management firms
07/21/2022
Rob works with ultra-high-net-worth families, business owners, corporate executives
07/20/2022
Industry veteran Jason Catlender will help firm recruit ultra high net worth advisors
07/20/2022
Prior to moving to Vila Rica, Chicayban was Citi Private Bank’s global market manager for the New York area where he oversaw a team of around 60 advisors.
07/20/2022
“Since arriving at ABA, Brooke has impressed all of us with her understanding of the banking innovation marketplace and the challenges banks face in staying on the cutting edge,”
07/20/2022
Mr. Eide joins Guggenheim from Houlihan Lokey, where he was responsible for the firm’s investment banking coverage of the legal, regulatory and compliance technology sectors.