02/07/2024
Raymond James recruits nine-person Miami int’l team from Morgan Stanley
The wealth firm has added an experienced team to its international office in Aventura, Fla.
02/07/2024
The wealth firm has added an experienced team to its international office in Aventura, Fla.
02/06/2024
In this role, Kimberly will be focused on driving successful distribution strategies for delivering both alternative and traditional investment capabilities to wealth investors around the world.
02/06/2024
He will report to Global Head of Institutional Sales, Mary Murphy.
02/06/2024
He brings to both the Australian and wider Credit Suisse Wealth Management teams,
02/06/2024
Graham Hopper joins the Boston-based fixed income manager to support the firm’s enduring commitment to the private wealth channel.
02/06/2024
Jeff has more than 20 years of experience leading operations across multiple technology platforms and businesses.
02/06/2024
Alternative Asset Manager Appoints Industry Veteran from Barclays to Lead Global Marketing Efforts
02/05/2024
The corporation believes that Sieg’s proven track record in wealth management will serve as a catalyst for Citigroup to enhance its services
02/05/2024
Before this elevation, Ranjan was President of Brookfield’s Private Equity business and Global Head of Business Development
02/05/2024
In her new role, the company said, Ms Chia will oversee Axa XL’s cyber business growth strategy in the Americas
02/02/2024
Ken holds his CFP certification, demonstrating his commitment to the highest standards of professionalism and ethical conduct in the financial planning industry.
02/02/2024
Canter will support RIA outreach for the digital alternative investments platform.
02/01/2024
"True to our vision of redefining what is possible for our people and our clients, and to shaping the future together, we prioritize the development and advancement of our lawyers,” said Tim Haney
02/01/2024
Seth's rich history with Chubb, including experience leading some of our Industry Practices over the years
01/31/2024
One Equity has completed more than 300 transactions since its inception and also has offices in Chicago, Frankfurt and Amsterdam.
01/31/2024
They are world-class leaders and emblematic of the extraordinary professionals we attract at Lazard.
01/31/2024
The new hires follow various senior comings and goings at Vatic in the past year.
01/30/2024
Michael Averett had been with Bolton Global Capital for two years after spending most of his career at Citi.
01/30/2024
He spent the last ten years as the CFO, Secretary, and Treasurer of mid-west based Mutual Aid Exchange (MAX).
01/30/2024
No formal plans for what comes next, which feels like the ultimate luxury after going full out for decades