04/30/2021
Under his leadership, McElmoyl's team will help drive wealth planning and financial strategies leveraging investments1, risk management1, trust and estate services, and banking services.
04/30/2021
"EP Wealth’s growth is a direct result of the people supporting our clients with their financial goals,"
04/29/2021
Thind is responsible for designing the strategy and driving implementation of State Street’s technology transformation and interoperable infrastructure.
04/29/2021
Rucinski and Wilson spent a combined 30 years on Wall Street at bulge bracket investment banks including Credit Suisse, Merrill Lynch and Barclays in addition to Citibank.
04/29/2021
Butler previously served as president and CEO of Radius Bank.
04/28/2021
At SiriusPoint Hallett reports to Warren Trace, head of US and Canada, Americas reinsurance.
04/28/2021
Caudill has over 25 years of experience in the financial services industry and specializes in client relationship management, business development, portfolio construction and retirement consulting.
04/28/2021
"Varo provides financial services for a diverse group of Americans, and it is imperative that our whole company - the leadership team, our Board, and our employees - reflect that diversity,"
04/28/2021
Firm with Three Financial Professionals Joins Advisor Group through Subsidiary Woodbury Financial Services
04/28/2021
He will be based in Chicago and report to Victor Alexander, Head of Consumer Banking at Key.
04/28/2021
These promotions and the other related changes we’re announcing today are designed to create synergies between business areas and functions to drive growth and enhance our competitive position, as well as continue to strengthen the depth of our lead
04/27/2021
Weyrauch will focus on further accelerating Citizens’ strong and growing momentum in wealth, a cornerstone of the bank’s strategy to be a trusted advisor to its customers throughout their financial journeys.
04/27/2021
With nearly 50 years of experience in the insurance market between them, Ashley and Gary lead the firm's commitment to maintaining a global market leading position in the insurance market
04/27/2021
Mike McGehee Joins The Clark Group of Visionary Wealth Advisors
04/27/2021
Prior to this role, Ms. Mangalick was instrumental in developing BAAM’s ESG program, along with a focus on BAAM’s Advisory Business.
04/26/2021
Ms. Oron brings more than twenty years of experience as a tech investor and executive in Israel, with leadership roles in venture capital, banking and consulting.
04/26/2021
Dan Jennings is a seasoned wealth advisor who will be a strong addition to our growing team of wealth management professionals serving the Los Angeles area
04/23/2021
Wells Fargo’s private wealth head is leaving
Wellborn joined in summer 2019 from Comerica Bank, where she was head of wealth management.
04/23/2021
"ESG is not just about having values but about driving value for all of our stakeholders,"
04/23/2021
Meyers started his career at Merrill in 2013