07/11/2022
Bank of America Appoints President of Maine
He will be responsible for connecting the banking and investment resources offered through the bank’s eight lines of business to people and companies across Maine.
07/11/2022
He will be responsible for connecting the banking and investment resources offered through the bank’s eight lines of business to people and companies across Maine.
07/08/2022
Lloyd joins from BNP Paribas, where he served as Americas Chief Risk Officer for the Corporate & Institutional Bank and Asset Management, covering all financial and non-financial risk
07/08/2022
Erwich has more than 25 years of experience in wealth management, banking, corporate and private risk management.
07/08/2022
At Neon he has been charged with building a "technology-driven financial product powerhouse" beginning with a remote-worker recruiting effort to secure the world’s best tech talent, regardless of location.
07/08/2022
Moreira will be based in Miami and is responsible for the wealth management offshore operation of Itau Private.
07/08/2022
McDonogh will succeed Ms Emily Portney, who will assume a new role to lead the company’s Treasury Services, Credit Services, and Clearance & Collateral Management businesses.
07/08/2022
MacLaughlin received her Bachelor of Arts in Mass Communications from University of California, Los Angeles and also serves on the UCLA Alumni Association’s board of directors.
07/08/2022
Cole has worked in the wealth management industry for over 14 years
07/07/2022
Kim shares Kueski’s commitment to improving the lives of people in Mexico and keeping diversity, equity, and inclusion at the forefront.
07/07/2022
The new promotions reach across several areas of the firm's service offerings, including the firm's tax, audit and consulting practices, as well as the growing wealth management practice.
07/07/2022
"I am honored and grateful for the opportunity to join the Pittco family,"
07/07/2022
The father of two brings more than 30 years’ experience in financial services to Redwood.
07/07/2022
Company also announces upcoming retirement of Todd Clossin
07/06/2022
Kate Feather and Michael Kellar join the company’s Corporate Leadership Group in newly created roles.
07/06/2022
Marcontell says Ameriprise Independent Channel is the right fit for her high-net worth families and her team
07/06/2022
Mr. Derr succeeds John Hogan who served in this role since 2014
07/06/2022
Rokstone also said it intends to widen its scope of offerings in the near future, to provide Political Violence, War and Terrorism solutions to clients globally.
07/06/2022
In his new role, Ortega has been charged with building out Luma’s product offering for wealth managers as part of its transactional business covering the region.
07/06/2022
A 23-year industry veteran, he has also previously held roles at Santander – where he headed institutional sales in Mexico – at Citi and at ING Investment Management.
07/05/2022
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings