10/17/2022
Rusnak will be responsible for the Equity Optimization, Fixed Income Strategy, Social Impact Investing, and Option Strategies teams.
10/17/2022
Prior to joining Everest, Austin served as head of AIG’s North American A&H business where he oversaw the entire portfolio.
10/14/2022
The reason was not immediately clear, but the source said it may have followed questions about his trades in corporate stock.
10/14/2022
This is another positive move for Apollo as we continue to diversify our group wide offering to achieve our ongoing strategy of profitable growth.
10/14/2022
Yendall was most recently managing director at Guy Carpenter, Canada and North America.
10/14/2022
Frank Van Deur joins KoinWorks to provide financial access to over 2 million MSMEs
10/14/2022
These new leaders will strategically grow client relationships through deeper industry expertise and broader corporate finance and advisory capabilities.
10/13/2022
Howard and Luke are valuable additions to our Irvine office, adding experience, integrity, and collaboration to our existing strong culture of success.
10/13/2022
Former Envestnet and Pershing Executive and Board Member of Cetera, Orion, Cerity Partners and Vestwell Joins Forces with Docupace to Support Continued Robust Growth
10/13/2022
In this role, Hayes leads a team responsible for providing clients with proactive, highly personalized advice across investment management, wealth planning and financial services.
10/13/2022
Boyle will be responsible for scaling the bank’s operations to support its growth priorities
10/13/2022
Onboarding these diverse advisory teams enables Journey to reach a 50/50 sp
10/12/2022
Prior to his CFO role, Mr. Burke was Head of U.S. Depository Investment Banking at RBC Capital Markets.
10/11/2022
Mr. Burpee joins Guggenheim from Citigroup, where he most recently served as a Director in the North America Upstream Investment Banking team.
10/10/2022
He has more than 24 years’ industry experience, beginning his career in finance with US Bank, where he stayed for six years and joined initially as a trust officer
10/10/2022
Seasoned professionals enhance capacity to meet increasing investor demand across Pantheon’s growing suite of private wealth investment vehicles
10/10/2022
Yvette Hollingsworth Clark brings financial services expertise and extensive compliance and risk management experience
10/07/2022
They join UBS’s New York City Central Wealth Management Market, which is led by Dan Shepler, and will be based in the firm’s 299 Park Avenue office, managed by Elizabeth Sieghardt.
10/07/2022
J.D. Loden joins as Senior Wealth Advisor and strengthens the firm’s presence in the southeast
10/07/2022
Before joining Financial Harvest Wealth Advisors, Alex served clients in the banking industry as a Commercial Underwriter and Relationship Manager