09/02/2021
Technisys Appoints Banking Industry Veteran
Yeh to further strengthen Technisys's robust North American legal and compliance capabilities and expand 'regulatory readiness' of the company's next-gen digital products and offerings
09/01/2021
Bob’s hiring significantly strengthens our private equity franchise and roster of accomplished advisors.
09/01/2021
“American Equity is a company on the move,” added Axel André.
09/01/2021
His experience dovetails with the rest of our global team
09/01/2021
Emmitt Smith, Jr. and Adam Ercoli will lead the firm’s efforts in the Southeast and Northeast
08/31/2021
Ashley Evans is an accomplished wealth manager and a terrific addition to our growing team of wealth management professionals serving the San Francisco Bay Area.
08/31/2021
In his new role, Maeser will oversee all aspects of the Huntington Private Bank's expansion into the region following Huntington's recent merger with TCF Financial.
08/31/2021
This Global Leadership Team consists of voices across our geographies, segments and functions.
08/31/2021
Bringing experience in both private equity and private wealth management, David will concentrate on building out the firm's multi-family office practice and investment platform. H
08/31/2021
Ellen Cooper to be appointed President and CEO following 2022 Annual Meeting Dennis Glass to transition to Board Chair
08/31/2021
A graduate of Marist College with a bachelor’s degree in Business Administration and Marketing, Mahoney lends her leadership abilities to many organizations.
08/31/2021
He oversaw and ensured daily compliance for the OTC derivative margin and collateral processes while navigating the rapidly changing derivative regulatory environment as it emerged globally.
08/31/2021
Kim, who is resident in the San Francisco and Washington, DC, offices, previously spent 11 years at Morgan Lewis
08/31/2021
In his tax controversy practice, Mr. Husseini represents clients before the Internal Revenue Service in examination, mediation and appeals proceedings, before arbitrators in private party tax disputes
08/31/2021
Prior to his tenure at FERC, Chatterjee served as an advisor to Senate Majority Leader Mitch McConnell (R-KY), where he played an integral role in the passage of major energy, highway and agriculture legislation.
08/30/2021
Ellen Cooper to be appointed President and CEO following 2022 Annual Meeting Dennis Glass to transition to Board Chair
08/30/2021
Four-Person Advisor Team Joins UBS
Together, they will focus on serving the holistic wealth management needs of high-net-worth clients, executives and business owners in Santa Barbara, as well as other locations across the U.S.
08/30/2021
Mannino joins SFOX after more than two decades of extensive operations and regulatory compliance experience at Goldman Sachs.
08/30/2021
Wealth Manager Joins First Republic
She provides customized wealth management solutions to high net worth individuals and families, with a focus on equity compensation and concentrated stock positions.
08/27/2021
Sharon Marcil Succeeds Joe Davis to Become First Woman to Lead the Region