05/04/2022
Thomas joined Northern Trust in 2004 and served in several executive roles over his tenure, including as a member of the Asset Management executive team since 2008 and as a member of the Management Group since 2017.
05/04/2022
He brings deep financial planning expertise to the firm," said CEO Michael Schwartz
05/04/2022
“Technology is at the core of how we serve customers, and Dan Massey’s leadership and innovative mindset will be a tremendous asset for Regions.
05/03/2022
Director of International Business Development James Crawford said he was thrilled to welcome Jonathan on board.
05/03/2022
Okema is responsible for helping all of SEI foster an environment that gives a voice to employees with diverse backgrounds and experiences
04/29/2022
Taylor joined Markel in 2018 and most recently served as Head of Global Technology.
04/29/2022
Daniel Klausner Joins as a Managing Director
04/29/2022
Brent Joyce has been hired as chief investment strategist and managing director of BPIC
04/28/2022
The firm also hired another regional director from JP Morgan with a similar directive in the Northeast, according to an announcement Citi shared with Citywire.
04/28/2022
"Sequoia Financial is growing, both organically and through acquisitions, and we're delighted to attract experienced and talented professionals of the caliber of David and John to our expanding team,"
04/28/2022
McCullough is an active board member of Uncorked Adventures NFP, a not-for-profit serving those with Parkinson's Disease.
04/28/2022
Global Marketing and Technology Heavyweight Will Help Wealth Enhancement Group Drive Accelerated National Growth
04/28/2022
Lewis has been an “integral part” of Everest’s Canada operation expansion and establishing Everest as a market leader
04/28/2022
In his role, Stern is responsible for helping to meet the complex financial needs of clients throughout New York City
04/27/2022
Bank of Montreal spokesperson Jeff Roman said in an e-mail the bank has not yet named a replacement for Mr. Auerbach, and BMO Private Wealth’s senior leadership team will report on an interim basis to Deland Kamanga, group head of BMO Wealth Managem
04/27/2022
Mr. Kalbaugh has over thirty years’ experience in the financial services industry.
04/26/2022
Mr. Regelman commented "BNY Mellon sits at the intersection of trust and innovation, and we embrace this responsibility with great accountability, transparency and integrity. I am looking forward to continuing to help clients bridge the traditional-
04/26/2022
Donahue is a CERTIFIED FINANCIAL PLANNER™ and received an MBA in International Finance and Economics from New York University and a BA in Economics and French from Providence College.
04/26/2022
Mr. Cosgrove is admitted in New York and New Jersey. He received a law degree from Rutgers University School of Law.
04/26/2022
The National Capital Bank of Washington, a wholly owned subsidiary of National Capital Bancorp, Inc. (OTC Pink: NACB), was founded in 1889 and is Washington’s Oldest Bank.