01/30/2023
Based in Kingwood, Texas, a suburb of Houston, Blakelock is an Army veteran with an analytical background stemming from graduate school work at the University of Houston’s Cougar Investment Fund.
01/27/2023
Atria's Head of Financial Institution Channel, Valorie Seyfert, set to retire at end of February
01/27/2023
SignatureFD’s partner promotions are as follows.
01/27/2023
Both Mr. Melsheimer and Mr. Ganchev will be based in New York.
01/26/2023
She will be responsible for LAM’s business development in North America and will oversee its Institutional Client Group
01/26/2023
They follow Kabir Sethi, who joined LPL last April as chief product officer.
01/26/2023
Silvestre is an exceptional leader with significant securities litigation and compliance experience
01/26/2023
Current Chief Investment Officer (CIO) Rick Pitcairn becomes firm's Chief Global Strategist; Well-regarded investment industry veteran Nathan Sonnenberg joins firm as new CIO
01/26/2023
Colberg is also a member of the Board of Directors of Corebridge Financial, Inc., formerly AIG Life & Retirement.
01/25/2023
John Ceffalio Brings 20+ Years of Experience to Client Facing Position
01/25/2023
Private Banking Adds to Team Focused on Private Businesses Through Corporate Advisory and Banking / Lending Services
01/25/2023
The head of iA Private Wealth takes over from Sean O’Brien
01/25/2023
She will champion the firm’s unique industry positioning, innovative wealth management product offerings, and firm growth opportunities.
01/25/2023
Barclays has promoted Taylor Wright and hired Cathal Deasy to co-lead Investment Banking
01/25/2023
City National Promotes JaHan Wang to Executive Vice President of Entertainment Banking
01/24/2023
Private Banking Adds to Team Focused on Private Businesses Through Corporate Advisory and Banking / Lending Services
01/20/2023
Bolstering its position as the largest asset manager focused on decarbonizing the real estate industry
01/20/2023
J.F. Lehman & Company ("JFLCO"), a leading middle-market private equity firm focused exclusively on the aerospace, defense, maritime, government and environmental sectors, is pleased to announce several recent promotions and new hires. Pro
01/19/2023
Prior to joining PGIM Investments in 2005, she worked at JP Morgan Asset Management as a Vice President and at Dean Witter InterCapital as an analyst.
01/19/2023
The company focuses on delivering personal attention to each family to meet their distinctive needs and complex challenges.