03/10/2022
Alma Bank announces the appointment of John C. Tsunis as Executive Vice President within its Private Banking Group. Mr. Tsunis comes to the Bank with over 28 years of banking and real estate experience, including 12 years at Gold Coast Bank, headquartered
03/10/2022
He has held numerous leadership positions over his tenure, including as CEO since September 2019.
03/09/2022
He earlier worked for nine years at JPMorgan & Chase, Co., where he started his career and assumed a variety of roles with increasingly responsibility.
03/09/2022
While at Morgan Stanley, she reported to market director and branch manager Natasha Stephanik who joined JP Morgan’s wealth management business in New York last year.
03/09/2022
He is a perfect fit for this newly created role
03/09/2022
The global financial services firm’s work for Paysafe will be led from its Payments business
03/08/2022
Heather Flanagan joins from Rockefeller Capital Management
03/08/2022
A certified public accountant, Cohen graduated from Bucknell University with a B.S. in Business Administration, General Management
03/08/2022
He joined Citi Private Bank in 2001
03/08/2022
Jenkins, Managing Director of Planning and Investments, and Alvarez, Senior Wealth Management Advisor, have both been on the Wambolt team for nearly 10 years.
03/08/2022
They represent the best qualities within our staff, including deep wealth management expertise
03/07/2022
During his time at the company, Mr. McInerney played a key role in the number of deals the asset manager completed.
03/07/2022
"I look forward to working closely with Ueno-san in his new role."
03/07/2022
Sixteen-year industry veteran develops and implements innovative tax technology solutions
03/07/2022
He previously served as global head of consumer and retail investment banking for more than a decade
03/04/2022
Rapidly Growing Independent Wealth Management Firm Acquires Family Office in Baltimore and Recruits Atlanta-Based Financial Advisors, Increasing Assets Under Management by $215 Million to $3.6 Billion Accelerates Expansion in Family Office and UHNW Clien
03/04/2022
The firm, which is seeking to build up its team in North America, has also changed the managers of the strategy.
03/03/2022
Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.
03/03/2022
RMB founding partner, CEO and co-chief investment officer Dick Burridge said that the seven new partners help ensure the firm’s long-term independence by readying the next generation of RMB’s future leaders.
03/03/2022
New York-Based Independent Financial Advisor Affiliates with Advisor Group Through Royal Alliance Associates from LPL Financial