05/26/2022
"Optimizing these relationships delivers benefits for the firm as well as our clients, and we look forward to the value Carissa will add to our management team."
05/26/2022
Developing world specialist to depart asset manager after nearly 13 years with the group.
05/26/2022
Private Equity veteran to advise PE clients on optimizing operations, becoming more productive and addressing risks
05/25/2022
He was responsible for the day-to-day management, strategic planning and growth of $5 billion in assets under management and administration.
05/25/2022
Leader to drive operational performance, growth strategy
05/25/2022
In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice
05/24/2022
Addition of California Wealth Manager and Delaware-based Team is Continuation of Firm's Growth Trajectory and a Testament to the Scope of its Offerings and Support Solutions
05/24/2022
Casey Franz replaces Kabir Sethi as its new head of platforms and capabilities.
05/23/2022
She joins J.P. Morgan from Point 72
05/23/2022
It has been an absolute privilege and honor to serve First Northern Bank’s customers, employees, and community members for over 43 years.
05/20/2022
Lincoln Financial Group Promotes Head of Annuity Business
Brian Kroll to retire after 18 years at Lincoln Financial and 40 years in the industry
05/20/2022
Noel Maye To Step Down As Financial Planning Standards Board Ltd. CEO
“It’s been my privilege to have served the international CFP certification program, global financial planning profession and FPSB for two decades,”
05/20/2022
As Truist conducts the search for its new CFO, Bible will continue to serve in his current role to support a successful transition.
05/19/2022
Recent hire highlights a new era of growth for Wealth Management Solutions LLC, a registered investment advisory firm committed to reimagining how financial advice and services are designed and delivered.
05/19/2022
Nine Seasoned Banking Professionals Comprise New Private Client Banking Team to Serve Healthcare Industry
05/19/2022
Mitchell retired as President and CEO of Renaissance in 2016 after joining the company as part of an acquisition of Platinum Underwriters Reinsurance Inc., a property, casualty, and health reinsurance firm, where she had served as President and CEO for 10
05/19/2022
She is a talented and proven fiduciary leader with notable experience overseeing intricate fiduciary businesses
05/18/2022
Dynamic thought leader boosts firm’s investment program to support family office and institutional clients
05/18/2022
He will be responsible for providing comprehensive wealth management advice
05/18/2022
After a successful 20-year career at Barnum Financial Group, a branch of MassMutual Financial Services, Truino departed with his team to execute his vision for Twenty Four Wealth, an independent practice with six Private Wealth Advisors and eleven support