03/02/2023
She is joining a tenured team of leaders who are responsible for providing best-in-class investment management, trust, banking and advisory based solutions.
03/02/2023
Lanier has made it a point to constantly grow and evolve as an advisor, earning multiple accreditations and staying on top of industry happenings since he became a financial advisor in 2009.
03/02/2023
Davidow brings more than 30 years of experience in supporting advisors on best practices in alternative investments
03/02/2023
He was directly responsible for winning deals with some of the biggest digital brands in the region.
03/01/2023
“I am honored to continue with Mercer in my new position as CFO and look forward to continuing to work with my talented colleagues to enhance the success of the Company.”
03/01/2023
She replaces Don Plaus
02/28/2023
Soin reports to Jason Roberts, Chief Technology Officer and Lester reports to the firm’s Chief Executive Officer, David Druley
02/28/2023
She has overseen the wealth manager's Northeast and mid-Atlantic divisions for the last six years.
02/28/2023
Mike is a frequent guest lecturer at the Freeman College of Management at Bucknell University & the Notre Dame Institute for Global Investing.
02/27/2023
Raphael Kirschstein was appointed as head of Credit Suisse's investment desk focused on Central America.
02/27/2023
Soroban founder Eric Mandelblatt said in the letter new leadership could create significant shareholder value.
02/24/2023
Earlier in her career, Latini held various roles at J.P. Morgan Chase and made American Banker’s list of the Most Powerful Women in Banking in 2021 and 2010.
02/24/2023
“After 18 years in the public sector, I am excited to bring my differentiated perspectives to the Board of Apollo, a firm that plays an important role in generating retirement income for millions of savers and providing capital for business growth.
02/24/2023
Chatterjee to Assume Role of Chief Legal Officer in 2024
02/24/2023
Three executives have joined McMullin, Hardy and Margaret Peloso, Global Climate Officer, on the Chubb Climate+ leadership team.
02/24/2023
TBC PLC confirms that there are no additional details that are required to be disclosed under LR 9.6.13R of the Listing Rules of the Financial Conduct Authority.
02/24/2023
“Mike is dedicated to the Midwest Market and has been a driving force in growing our presence in this important region,”
02/23/2023
Expansion Strengthens Firm's Wealth Management Footprint in South Florida, with Kingswood Advisors Gaining Additional Access to Services
02/23/2023
Prior to his current role, he was responsible for leading the firm’s advisors in Nebraska, Kansas, Missouri and Oklahoma.
02/23/2023
"continue in his role through March 31 and help to finalize plans for his transition,"