02/03/2021
BNY Mellon Wealth Management Adds Senior Client Strategist in Newport Beach, CA
Kevin joins BNY Mellon Wealth Management from Bessemer Trust
02/03/2021
Kevin joins BNY Mellon Wealth Management from Bessemer Trust
02/02/2021
Prior to joining Endurance, Everbach served for half a decade as President, Central Region | USA of Colliers International Group Inc.
02/01/2021
Cincinnati Financial Corporation has announced that on January 29, 2021, boards of its subsidiary companies held their regular meetings and appointed directors, officers and counsel
01/31/2021
Dixon brings with him 16 years of experience in asset management, family office services, and private banking.
01/29/2021
Melbourne has worked with large, complex organizations in both the private and public sectors, advising on pension plan strategies, including financial and risk management, design, plan governance and administration.
01/29/2021
Philip’s appointment reinforces our commitment to serving the growing needs of family offices in the East region.
01/29/2021
He will expand the firm’s European healthcare team and the global pharma outsourcing coverage, and will be based in the firm’s London office.
01/29/2021
After 35 years at wirehouses, former Wells Fargo advisor Mitchell Rock credits Ameriprise’s brand, culture of service and integrity to helping him grow his assets
01/28/2021
Mr. Baltimore has led Park Hotels & Resorts since 2016, when he joined the company shortly before its spin-off from Hilton Worldwide Inc. In 2017, he was elected Chairman of the Board.
01/28/2021
Appointment further demonstrates focus on scaling KKR’s Private Credit business globally
01/28/2021
Neil Fyfe was most recently the Vice President of Global Accounts Technology at Sabre Corporation
01/28/2021
Unlike Morgan Stanley’s return to recruiting experienced brokers after a budgetary halt, Merrill has been out of the market since 2017, relying on trainees and the hiring of novice advisors.
01/27/2021
This appointment emphasizes the importance that we place on these goals and the critical nature of Anna's work with me and our Executive Committee to apply an inclusion and diversity lens across all aspects of our Strategy and in its implementation.
01/26/2021
New sector chief executives for Asia Pacific, UK, Europe, the Middle East and Africa, and the Americas
01/26/2021
As a part of a team of 10 attorneys, the group reinforces the firm’s commitment to making a full range of legal services available to clients throughout its growing footprint while also deepening its capabilities in Denver
01/26/2021
They will leverage LPL Financial’s broker-dealer and corporate RIA platforms, using LPL as custodian.
01/25/2021
Merchant to build on foundation established by Elrod during her successful 37-year career with the bank.
01/25/2021
Germán's experience as a Fintech executive, strategist and innovator make him a valuable addition to our leadership team as we continue to strategically shape and define Broadridge's future state
01/22/2021
Mr. Ripley joins AIG from 12A Consulting
01/22/2021
Louis works closely with his clients to construct portfolios that meet their long-term financial goals by combining retirement and estate planning, private banking and cash flow analysis.