02/28/2022
As Mazars looks to boost the service offered to clients in the UK financial sector along these lines, it has appointed Vivian Pereira to the newly created role of Banking and Capital Markets partner in its London office
02/28/2022
Lisa joins from Latham & Watkins, where she was a partner in the firm’s Intellectual Property Litigation practice.
02/28/2022
She will be responsible for managing a global team of trust professionals serving as advisor to family offices
02/25/2022
She holds an MBA from the University of Chicago and a bachelor’s degree in accounting from the University of Vermont.
02/25/2022
He has over 25 years of experience in coaching clients and advisors in a CPA-based wealth management firm as a strategic advisor and growth partner
02/25/2022
From 2014 to 2021 Jim was a Senior Executive Vice-President and member of BNY Mellon’s Executive Committee.
02/25/2022
Terry Feeney, former COO of Millennium Management, joins leadership team as senior advisor
02/25/2022
Meanwhile, fellow São Paulo-based Nicholas McCarthy was appointed CIO for all of Itaú’s wealth management businesses.
02/24/2022
Seasoned C-Suite FinTech Leader from Personal Capital to Focus on Digitally-Enabled Organic Growth
02/24/2022
EWB focuses on high-net-worth private banking.
02/24/2022
Advisor Group appoints three senior executives
Tim Hodge Named Executive Vice President, Trading and Operations; Jen Roche Appointed Senior Vice President, Corporate Content, Communication, and Public Relations; Aiyisha Adams Hired as Vice President of Advisor Engagement
02/24/2022
Samantha Hunter brings more than 15 years of experience in development initiatives to support financial professionals and their practice needs
02/24/2022
Longtime UBS executive joins Cantor Fitzgerald
Cantor Fitzgerald Asset Management is seeking to dramatically grow its footprint in client-focused outperforming strategies.
02/24/2022
Columbia Trust Company appoints new president
Kevin Donovan Remains CEO of Columbia Trust Company
02/24/2022
Benjamin Thompson Joins Firm to Support Continued Innovation and Growth
02/23/2022
Pitcairn Names MD of Wealth Strategies
Industry veteran brings more than two decades of legal, tax, and wealth management experience to leading family office
02/23/2022
Massachusetts-Based Independent Financial Advisor Business Affiliates with Advisor Group Through SagePoint Financial
02/23/2022
Arden Trust appoints Chief Fiduciary Officer
“Jennifer brings deep industry knowledge of trusts and financial planning to her new role,”
02/23/2022
CalPERS Names New Chief Investment Officer
Musicco joins CalPERS from RedBird Capital Partners, where she led the firm’s Canadian investment business.
02/23/2022
Citi Miami senior advisor joins Morgan Stanley to form $1bn team
Pardo’s exit follows those of fellow industry veterans and Citi advisors José Ibarra and Fernando Campoo, the latter having joined Alex.