12/15/2020
Peapack Private Wealth Management Hires Team from Noyes Capital Management
Scott and Leigh are joining the firm at the perfect time.
12/15/2020
BNY Mellon Wealth Management Announces Laura Kaplan as Market President in Miami, FL
Laura's significant experience in wealth management, and her deep knowledge of the Southeast market, will be a great addition to our Florida team as we continue to grow our Active Wealth offer for ultra-high-net-worth individuals and families.
12/15/2020
BCLP Appoints Jason Marty Chief Operating Officer
In addition to his experience as COO, he also has served as global director of operations and led the development of its Belfast Service Center and alternative legal services platform; global director of marketing; and global director of knowledge managem
12/11/2020
Craft is currently the chief of staff at Impact Partners client Fulcrum Equities, LLC
12/11/2020
Sharma was most recently at Morgan Stanley where he led coverage of IT Services, Outsourcing and Digital Transformation companies for more than a decade.
12/10/2020
BNY Mellon Wealth Management Appoints Head of Global Family Office
He joins BNY Mellon from the Family Office Exchange (FOX) where he served as Managing Director.
12/10/2020
Christopher Pitzak Joins UBS Private Wealth Management in La Jolla, California
His background as a business owner and as a former professional athlete enables him to bring a unique perspective to his client base.
12/10/2020
Todd Solash takes on responsibility for Life Insurance business
12/10/2020
This newly created position reflects the significance of the region to the group’s growth strategy and directly supports plans to expand its Americas offering and client base throughout 2021 and beyond.
12/09/2020
Keith brings over ten years of experience at two of the largest asset management firms in the United States - Fidelity Investments and Fisher Investments.
12/09/2020
Former Merrill Lynch Group Previously Oversaw $500 Million, Pushing Snowden Lane Over $6 Billion in Total Client Assets
12/09/2020
Yoss completes leadership team for Wells Fargo’s enhanced, centralized, and independent Corporate Risk model
12/09/2020
Owen’s leadership has consistently led to greater innovation in financial services.
12/09/2020
George regularly counselled clients on all aspects of fund management and governance, including capital raising, investor issues, trading and investment due diligence as well as management of conflicts.
12/08/2020
All three advisors worked at Prudential and Wachovia before transitioning to Smith Barney in 2006, and finally to Merrill Lynch in 2010, records show.
12/08/2020
Marchica’s deep experience advising PE and corporate clients on M&A transactions will complement Allen & Overy’s established practice advising leading PE funds and multinational corporations on U.S. and cross-border transactions.
12/08/2020
Lincoln expands Diversity and Inclusion function to support amplified focus on supporting racial equity, ongoing commitment to diversity & inclusion
12/04/2020
“Today and every day, we applaud them for their unwavering commitment to delivering for our clients and our companies, and we look forward to seeing all they will achieve in their new roles.”
12/04/2020
“We are excited to have Mike working with us to better serve the complex needs of RIAs, Family Offices, and Bank Wealth & Trust firms nationwide.”
12/04/2020
There’s been a growing effort at the national level to increase diversity of all types on corporate boards.