05/10/2021
Wells Fargo Wealth & Investment Management names Head of Advice Enablement
Varner to help develop the vision and execution for how advice is delivered across WIM
05/10/2021
Varner to help develop the vision and execution for how advice is delivered across WIM
05/10/2021
He joins an existing group of data, technology, and regulatory experts at the firm, supporting Gresham on its mission to bring digital integrity, agility, and confidence to financial markets.
05/10/2021
Ms. Majiyagbe joins BNY Mellon from Goldman Sachs, where she spent 14 years serving in a variety of positions, most recently as Global Head of Liquidity Projections in the firm's Corporate Treasury division.
05/07/2021
hey are joined by Elyse Slotnick, a senior client associate who has more than 25 years of experience in the industry.
05/07/2021
JP Gravitt is a Wall Street veteran with a unique mix of fundamental stock analysis experience paired with an expertise in the utilization of alternative and other types of data.
05/06/2021
Bryce is based in Tampa and reports to the Market President, Sean Maguire.
05/06/2021
Key executive addition will focus on expansion of media and events, including WealthManagement.com, Inside ETFs and Inside WealthStack, and strategic industry expansion
05/06/2021
She is a Colorado Springs native and holds a bachelor’s degree from Colorado University.
05/06/2021
Addition positions advisor group for continued growth
05/06/2021
The team will be further strengthened with the addition of two further client service professionals at Vice President level to accelerate and support growth in this sector.
05/06/2021
She will lead a team of seasoned professionals, providing finance solutions for more than 4,500 customers nationwide.
05/06/2021
Latest in Series of Strategic Hires to Bolster Full-Service Emerging Markets Debt Offering
05/05/2021
Damara Chambers brings deep CFIUS and trade compliance experience to the firm’s Washington, D.C. office.
05/05/2021
Fund manager, previously in charge of a host of strategies at US group, tasked with developing total return operation, Citywire Selector has learned.
05/04/2021
RBC Washington D.C. branch manager Matt Wunder will oversee the office on an interim basis, according to a company spokeswoman.
05/04/2021
Her broad experience responding to governmental investigations, and her ties to two key industries—media and telecoms—make her a wonderful addition to our practice.
05/04/2021
In this role, Ms. MacColl will lead BAAM’s Limited Partner relationships and business development globally, leveraging her nearly 20 years of experience working with investors across alternative investments.
05/03/2021
There are no changes to the investment philosophy or process as a result of this change.
04/30/2021
Pickens to Help Drive Growth and a Continued Focus on the Client Experience
04/30/2021
Eve Glatt and Maurice Onyuka Join B. Riley as Senior Portfolio Managers