12/30/2021
He has experience as a law clerk to Chief Judge Glenn T. Suddaby in the U.S. District Court for the Northern District of New York and as an associate at a law firm in Cortland, where he focused his practice on landlord-tenant law and real-estate transacti
12/30/2021
He was appointed Chief Operating Officer of Chubb Canada; Melanie Wilcox to assume role as Head of Personal Risk Services, Canada
12/29/2021
SEI today announced the departure of Steve Meyer as an Executive Vice President and Head of Global Wealth Management Services
12/29/2021
The firm has approximately 35 employees, according to LinkedIn, and a network of 1,200 independent Epic consultants.
12/29/2021
Dropp offers businesses a profitable micropayment option to enable small-value purchases with fees that are on average 15 times cheaper than most payments solutions for payments under $1.00.
12/29/2021
He advises high net worth individuals, family offices and businesses on multifaceted trust and estate planning, administration, litigation and dispute resolution.
12/29/2021
Ritz began his career in 1997 with Morgan Stanley
12/28/2021
At Wells Fargo, Ritz was a private wealth manager in the wirehouse’s private financial advisory group.
12/27/2021
At Franklin Wealth Management, Jones is mostly involved in back-office work including research, trading, portfolio management, and market strategy.
12/24/2021
That deal is good news for two new hires in the Palo Alto office of BMO Family Office
12/24/2021
Merrill is adjusting its leadership as demand for advisers climbs and banks bolster businesses that serve affluent clients.
12/24/2021
The firm has approximately 8,500 people across more than 50 offices.
12/23/2021
Experienced marketing leader joins to drive branding of private banking and wealth management businesses
12/23/2021
Demand for transaction consulting services has boomed as M&A activity has reached record highs.
12/22/2021
She also held various investment advisor roles at Aurora Investment Management, Northern Trust Asset Management, Morgan Stanley and National City Bank.
12/22/2021
Donnelly's hire is one of many that Wilmington Trust recently announced across its business units.
12/22/2021
Formerly at Bank of America, Barclays Capital, and HSBC, new hires join Okcoin following a year of 450% growth in clientele
12/21/2021
Former Private Bank Wealth Leader to build upon Angeles’ success in comprehensive wealth management for private families located in the Midwest
12/21/2021
In this role, Christof will be responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations & endowments throughout Western Pennsylvania.
12/21/2021
Veteran PE Partner Brandon Howald Joins as Ropes & Gray Plans to Open Third California Office