12/01/2021
“The addition of George and John, along with our recent acquisitions of KKS Advisors and Sofies Group, will enable DuPont Sustainable Solutions to bring our unique capabilities to more clients around the globe that are facing new and expanded risks
12/01/2021
Bronchetti succeeds Ellen Cooper, who will be appointed President and CEO following 2022 Annual Meeting. Neczypor steps into newly created role focused on long-term growth.
12/01/2021
Julie Eades is Promoted to Assistant Vice President and Wealth Management Officer
12/01/2021
As head of relationship management, Mehrotra will lead a team of advisors nationally who deliver holistic wealth advice to clients in the innovation economy.
12/01/2021
Currently alternatives on Schwab’s platform are only available via RIAs who custody with the firm, but Iachini said that this might change in the future.
12/01/2021
Reporting to Jennifer Wu, global head of sustainable investing
12/01/2021
Hunter Patton was on Ford's global strategy and corporate development team
11/30/2021
He has also previously held a number of investment banking roles, working for Sheumack & Co. as well as at Torino Capital, both in New York.
11/30/2021
The team manages $500 million in assets under management.
11/30/2021
He has significant experience in strategic and financial-sponsor M&A and investment transactions, capital markets
11/30/2021
“I’m very pleased to congratulate our new partner class on reaching this significant career achievement,”
11/30/2021
Insigneo manages more than $13.7bn in client assets and houses more than 200 advisors on its independent brokerage platform, the firm said.
11/30/2021
“Tom is an innovative and strategic leader with a proven track record of success in his more than 25 years of experience in the financial services industry,”
11/30/2021
Appoints Graham Rives as Managing Director
11/30/2021
Rob’s appointment to this role, effective immediately, reflects his many contributions over his 23-year career at Oppenheimer,
11/26/2021
He rejoined the Texas Comptroller’s office in 2015, spending the next seven years as associate deputy comptroller for tax – overseeing tax administration, taxpayer assistance, and compliance and enforcement.
11/26/2021
Mackin joins to support C8’s client team, across sales and marketing, based in London.
11/25/2021
“With Jonathan firmly in the director’s role, I am confident that Tennessee will continue to build on our reputation as a first-choice domicile for captive insurance companies both domestically and internationally.”
11/25/2021
A respected financial services industry professional of nearly 15 years, Mr. Vatvani’s experience is multifaceted and global in scope.
11/24/2021
Christopher Andreach, who managed about $500 million in assets, rejoined his former firm in its Florham Park, N.J., office after spending only a few months at UBS Financial Services.