05/07/2024
Grant Thornton Announces Arla Lach as New Leader for Chicago Headquarters
David Platt, Grant Thornton’s central region MP, anticipates collaborating closely with Lach as the firm builds upon years of unprecedented growth.
05/07/2024
David Platt, Grant Thornton’s central region MP, anticipates collaborating closely with Lach as the firm builds upon years of unprecedented growth.
05/07/2024
The bank is replenishing its bench of heavy-hitters after recent high-profile departures including Stephanie Cohen
05/07/2024
Makes further progress towards goal of adding female advisors
05/03/2024
He will work with Clinton Warren, who was named head of investment and advice for the South region last May
05/03/2024
Bryon Lake will join GSAM this summer as a partner in a broad role
05/03/2024
Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS
05/03/2024
Bringing more than 20 years of investor relations and financial services experience to her new role
05/02/2024
With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.
05/02/2024
He will take on the role of Executive Chairman with immediate effect and as at January 1 2025
05/01/2024
Previously, Osborne managed the national excess casualty portfolio at Swiss Re corporate solutions.
05/01/2024
Toth, who has been registered for seven years in the investment advisory industry, noted the firm’s commitment to guiding clients towards their financial goals with personalized solutions.
04/30/2024
Freiman and Greene will both focus on the financial technology sector.
04/30/2024
Scotiabank said Machen would be based in New York and Toronto
04/30/2024
I joined Raymond James to provide advice and guidance to my client
04/30/2024
First Republic was a leading provider of private banking and wealth management solutions for high-net-worth clients
04/30/2024
JPMorgan's new technology MDs include Arvind Reddy, the New York-based head of platform
04/29/2024
They bring a wealth of knowledge and relationships and will play a pivotal role in our continued efforts to provide world-class advisory services to our clients
04/27/2024
He joins Alpha Capital Family Offices from Northern Trust, where he served for over a decade as a senior portfolio manager, overseeing $500+ million in assets for UHNW investors.
04/25/2024
JPMorgan isn't commenting on the suspicious exits
04/25/2024
Matthew Unger, who joined this week from Goldman Sachs, will also support organic growth