10/08/2021
Lehner to support global clients and product teams working to transform investment management and asset servicing industry through the use of AI and cloud-native platforms
10/08/2021
Russak will work closely with organizations to collaboratively advise on the development of customized, cost-effective investment strategies designed to achieve their objectives.
10/07/2021
“I am excited to join the Stephens Group,”
10/07/2021
Industry expert to oversee Meradia’s portfolio of global wealth management clients
10/07/2021
Mr. Spiegel is the Co-Founder and Chief Executive Officer of Snap Inc.
10/06/2021
Mr. Thomas succeeds Daniel Moore who will be leaving the Bank at the end of the year
10/06/2021
Leyenaar-Huntingford, who helped establish Goldman's infrastructure franchise in her time at the Wall Street bank
10/05/2021
Tom is an industry leader and, most importantly, shares Crown's values for service and customized solutions to meet the special needs of U.S. and non-U.S. foundations, endowments, pension funds, family offices, and other large investors.
10/05/2021
Broadway continues to invest in premier industry talent to propel its continued global growth and enhance its focus on client service.
10/05/2021
Eileen previously served as Head of Intermediary Relationships at Easterly Partners.
10/05/2021
Johan joined Stonehage Fleming in 2007
10/05/2021
Happel and Zuber Bring Over 50 Years of Experience to Philadelphia-Based Investment Firm and Developer of 25 Kent in Brooklyn
10/05/2021
Industry veteran to lead investment strategy for company's network of advisors
10/01/2021
Most of her career, 32 years, was spent with SunTrust Bank in various capacities, with her last position as Senior Vice President and Managing Director of the Private Wealth Division in Miami.
10/01/2021
Lindstrom joined Citizens in 2017 and was most recently Head of Retail Network Transformation & Branch Operations.
10/01/2021
“Massachusetts is a very important market for Citizens and I am looking forward to having Lisa play a greater role in our leadership team here,”
10/01/2021
Tu obtained her PhD in Economics from Oregon State University
10/01/2021
Kesia hopes her transition from full-time mom of two to growing her career on her terms inspires other women to move forward with their goals.
09/30/2021
The firm also added Mary Dent to the board of directors.
09/30/2021
Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning