12/01/2021
Bronchetti succeeds Ellen Cooper, who will be appointed President and CEO following 2022 Annual Meeting. Neczypor steps into newly created role focused on long-term growth.
12/01/2021
Julie Eades is Promoted to Assistant Vice President and Wealth Management Officer
12/01/2021
As head of relationship management, Mehrotra will lead a team of advisors nationally who deliver holistic wealth advice to clients in the innovation economy.
12/01/2021
Currently alternatives on Schwab’s platform are only available via RIAs who custody with the firm, but Iachini said that this might change in the future.
12/01/2021
Reporting to Jennifer Wu, global head of sustainable investing
12/01/2021
Hunter Patton was on Ford's global strategy and corporate development team
11/30/2021
He has also previously held a number of investment banking roles, working for Sheumack & Co. as well as at Torino Capital, both in New York.
11/30/2021
The team manages $500 million in assets under management.
11/30/2021
He has significant experience in strategic and financial-sponsor M&A and investment transactions, capital markets
11/30/2021
“I’m very pleased to congratulate our new partner class on reaching this significant career achievement,”
11/30/2021
Insigneo manages more than $13.7bn in client assets and houses more than 200 advisors on its independent brokerage platform, the firm said.
11/30/2021
“Tom is an innovative and strategic leader with a proven track record of success in his more than 25 years of experience in the financial services industry,”
11/30/2021
Appoints Graham Rives as Managing Director
11/30/2021
Rob’s appointment to this role, effective immediately, reflects his many contributions over his 23-year career at Oppenheimer,
11/26/2021
He rejoined the Texas Comptroller’s office in 2015, spending the next seven years as associate deputy comptroller for tax – overseeing tax administration, taxpayer assistance, and compliance and enforcement.
11/26/2021
Mackin joins to support C8’s client team, across sales and marketing, based in London.
11/25/2021
“With Jonathan firmly in the director’s role, I am confident that Tennessee will continue to build on our reputation as a first-choice domicile for captive insurance companies both domestically and internationally.”
11/25/2021
A respected financial services industry professional of nearly 15 years, Mr. Vatvani’s experience is multifaceted and global in scope.
11/24/2021
Christopher Andreach, who managed about $500 million in assets, rejoined his former firm in its Florham Park, N.J., office after spending only a few months at UBS Financial Services.
11/24/2021
Having spent most of his career in institutional wirehouses, Krouse was eager to join Opal