09/15/2021
RGT Wealth Advisors announces senior appointment
Preceding that, she served as Of Counsel at Chamberlain Hrdlicka, Managing Director at National Advisors Trust Company and Manager at PricewaterhouseCoopers.
09/15/2021
Ann is a highly sought-after advisor across San Francisco’s business and tech communities, advising executives, companies and families.
09/15/2021
SVB has been working with companies of all life stages in Florida for more than 20 years from its other Southeast locations.
09/15/2021
Independent investment firm welcomes seasoned veteran with 20 years of global industry experience
09/15/2021
Duncan J. Christie has joined the firm as Head of Operations and Client Services
09/15/2021
Romina is an active member of and contributor to the Green and Social Bond Principles and its various working groups, including the New Markets Taskforce and the Sustainability-Linked Bonds Working Group.
09/14/2021
Cresset Adds Five Ex-JPMorgan FAs
Kevin McGuire, Vanessa Ramich, Sarah Burney, Jake Schwinn and Dan Biondi have joined Cresset’s Denver office.
09/14/2021
More Changes at Credit Suisse's Brazilian Arm
Formerly Brazil's top central banker, Goldfajn joined Credit Suisse two years ago to underpin its investment banking ambitions.
09/14/2021
Goldman Sachs appoints Coleman as new CFO, replacing Scherr
The CFO role did not have much cachet on Wall Street until the 2008 financial crisis, when those executives were explaining the mortgage meltdown and investment losses to shareholders.
09/14/2021
Ms. Stern is consistently top-ranked by Chambers Global, Chambers USA
09/14/2021
He will succeed Alejandro Werner, whose retirement from the Fund was previously announced.
09/14/2021
Rick Headrick named as new IFIC board chair
Investment industry veteran to head institute's board of directors for two-year term
09/14/2021
He will support growing wealth management and institutional retirement business
09/13/2021
He is responsible for leading a team based in 13 world-wide locations to deliver value-added Managed Services to Appnovation’s clients.
09/13/2021
Industry veteran Matthew Cantor will lead new team with support from team of specialized financial and legal professionals
09/13/2021
Mike Hartman has joined Seventy2 Capital after 12 years with Wells Fargo Advisors
09/13/2021
Platforms like Zanbato, EquityZen and Carta that help sell shares in private companies have exploded in popularity.
09/12/2021
The nation’s second-largest bank promoted several executives, although it’s unlikely that any of them will replace Brian Moynihan, the chief executive, anytime soon.
09/10/2021
Richardson Wealth sustains growth push with new hire
Head of Corporate Development to bring wealth management and private equity experience in recruitment and partnership efforts
09/10/2021
Today, IFIC also released its Year in Review – an interactive timeline showcasing the key milestones in IFIC’s policy, research and advocacy efforts during 2020-2021.