09/09/2022
As President of Wealth Management, Lewis will support MAI’s continued national expansion and ongoing delivery of comprehensive wealth management services
09/09/2022
Roessner will work closely with Mike Blundin, newly named President and COO, to drive the company's growth and help lead the wealth management industry into the future.
09/08/2022
Seasoned Executive Joins as Head of Secondaries to Capture Growing Market Opportunity
09/08/2022
J.P. Morgan leaders announced major investments in the Wealth Management business earlier this year
09/08/2022
He will oversee the growth and development of the Phoenix and Scottsdale markets alongside a tenured team of wealth management leaders
09/08/2022
Over his 17-year career with JP Morgan, Camara specialized in emerging market fixed income investments
09/07/2022
He has led Google's global Devices & Services product area since 2016.
09/07/2022
The latest wealth management moves in North America.
09/07/2022
He will handle day-to-day portfolio management, overseeing investment and trading strategies for the firm’s clients.
09/07/2022
They generated annual revenue of more than $7 million at J.P. Morgan.
09/07/2022
Brunswick further strengthens its global Financial Institutions Group.
09/07/2022
"Our teammates, clients, investors and communities are excited by Truist's purpose and potential, and I look forward to serving them as CFO,"
09/07/2022
Seasoned executive joins Board of parent company of North America's largest privately owned homebuilder
09/06/2022
Fleming added that Heaton “exemplifies the best-in-class talent we’re gathering at every level of Rockefeller. We’re delighted he’s chosen our firm as his place-of-choice for continuing his career.”
09/06/2022
He will collaborate with the Capital Markets Advisory Group, and Restructuring and Capital Solutions Group, to best serve corporate and financial sponsor clients.
09/02/2022
“Creating a more efficient and specialised claims’ function is an important part of our objective to deliver best-in-class outcomes and become a more data focused and scalable Legacy solutions provider. Hillary’s strong technical claims
09/02/2022
In the more recent shift, 39-year industry veteran David A. Shorr rejoined Morgan Stanley after a 10-year hiatus at UBS
09/02/2022
The firm has announced its plans to promote four Citywire-rated fund managers within its fixed income department, effective from the 1st October.
09/02/2022
The UID said that it is very thankful for his diligent work and service to the department during his time and wishes him well in his new ventures.
09/02/2022
Based in Porsche Consulting Inc.’s Atlanta headquarters, Harman today succeeds BCG alum Jared Feiger, who led the consultancy for a little over a year.