05/17/2022
He will accelerate the growth of Ortec Finance’s OPAL Wealth platform and OPAL for Salesforce, by focusing on partnerships with all types of participants in the wealth management industry.
05/16/2022
David’s expertise enhances our franchise’s connectivity with the Rothschild & Co global platform and further strengthens our ability to provide differentiated advice on cross-border and cross-industry convergence transactions
05/16/2022
“I am pleased that Joe is representing Morgan Stanley,”
05/16/2022
Cottrell earned a bachelor's degree in finance at the University of Arkansas and has maintained his status as a Certified Financial Planner.
05/16/2022
Roman joins Temenos from SingleStore
05/16/2022
Brady Barnes is based in Summit’s Harrisburg, Pennsylvania office, which has $1 billion in client assets from ultra-high-net-worth clients
05/15/2022
Every advisor leading a client relationship reports up to him.
05/14/2022
Robinson earned her Master of Business Administration and Juris Doctor from The Stern School of Business at New York University and is an alumna of the Rising Leadership Development Program (RLDP).
05/13/2022
"Michael's deep experience and extensive knowledge of what makes Vermont unique will be an enormous asset for M&T and our customers throughout the state and beyond, "
05/12/2022
David Fox, a region head for Goldman Sachs Private Wealth Management, has been tapped to lead PFM Advisors in a newly created role, according to a company memo.
05/12/2022
Lincoln Financial Group Recognizes Top Talent in Group Benefits Business
Kerry Brooks named Senior Vice President, Group Benefits Account Management and Carl Jones named Senior Vice President, Group Benefits Sales
05/12/2022
Desmond joined Morningstar in 1993 and was one of three employees who started the company's international business in the late 1990s.
05/12/2022
Under its local engagement model, M&T separates the geographic areas it serves into community regions led by regional presidents.
05/12/2022
“We are at an exciting phase in our company growth and trajectory, and with Daniel’s track record, he is best-equipped to help Tessian continue to scale.”
05/12/2022
Company embarks on multi-year initiative to design the bank of the future.
05/12/2022
He will report directly to Jill Beggs
05/12/2022
She has extensive experience leading business-to-business
05/11/2022
Chris will work alongside Paul Seaton who has worked at Fulcrum from inception and been based out of the US for the last six years.
05/10/2022
In an exclusive interview with Barron’s Advisor, Fox, who assumed his new role in February, outlined ambitious—if still developing—plans at Goldman Sachs to further expand the RIA.
05/10/2022
Wall Street banks are investing in private capital markets expertise in Europe