11/29/2022
In her new role, she will also oversee Chubb's primary casualty line of business for large account REH clients, which include building owners, property managers, global real estate firms and investors, REITS and hotel owners, operators and brands.
11/29/2022
He spent 21 years as an investment attorney with a focus on public pension plans.
11/28/2022
Bronstein will report to Chris Sparro, chief executive officer of Sompo International, North America.
11/25/2022
Williams’ appointment follows that of Abigail Slater who joined from American Express to become Pleo’s new head of operations in the UK&I in October.
11/25/2022
Grant Thornton US, the seventh-largest accounting and consulting firm in the country, has elevated five people to its senior leadership team.
11/22/2022
Rachael Billings is a certified trust and fiduciary advisor who was employed by Bangor Savings Bank as a wealth relationship manager.
11/22/2022
The role’s gone to Mattew Nicholls and Rebecca Hill, who have been with the bank for 15 years and 5 years respectively.
11/22/2022
Kenney joins the team at Avidian Wealth Solutions with more than 16 years of financial services experience
11/22/2022
Coby Bucci, one of Canada's early ESG analysts, tapped to improve advisor-business experience and procedures for ethical investment
11/21/2022
Dizard is a graduate of Ohio State University.
11/21/2022
Bluso brings more than two decades of experience to newly created Institutional Real Estate Group
11/18/2022
Vanguard veteran's executive leadership will allow founding partners Josh, Barry, Kris and Michael to focus squarely on their core competencies
11/18/2022
Anthony brings deep knowledge of our unique space in the insurance industry
11/17/2022
Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices
11/17/2022
New Veris Chief Operating Officer an Experienced Operations Executive
11/17/2022
As Chief Executive Officer, Gayner will lead the continued growth of Markel's group of businesses and investments
11/17/2022
The four-person team is split across Merrill offices in Connecticut and Long Island.
11/17/2022
Ejnisman replaces Jean Pierre Dupui, that will create a division responsible for oversight of other companies controlled by Santander in Brazil.
11/16/2022
Victor Souza, who previously served as a private banker in Miami, has joined UBS’s wealth management business in Brazil.
11/16/2022
Brad spent 12 years with Goldman Sachs serving ultra-high net worth clients.