04/22/2021
The eight-person team led by brothers Denis and Davor Poljak manages over $500 million in client assets and was previously associated with Morgan Stanley.
04/22/2021
Mr. Duley will be based out the firm's Philadelphia office, where he will lead investment transaction execution for WDIP's equity and debt investment vehicles.
04/22/2021
George Goncalves joins the bank as Head of U.S. Macro Strategy
04/21/2021
The Coury Firm names Sam Delestienne Managing Director of Business Advisory and Thomas Deutsch Managing Director of Private Wealth, paving the way for growth and scale of its multi-family office
04/21/2021
Widely recognized as a regulatory trailblazer in the digital asset space, Giancarlo will be a source of trusted counsel for the company as it continues to grow and innovate
04/21/2021
Based in UBS’ Miami office, the team will report to Karl Ruppert, South Florida complex director at UBS Private Wealth Management.
04/21/2021
One of the biggest priorities for Fraser, who took over for predecessor Michael Corbat in February, is to bring New York-based Citigroup’s returns closer to those of peers including JPMorgan Chase and Bank of America.
04/21/2021
Business technology strategy veteran will execute the firm’s vision of creating an exceptional, next-generation technology experience
04/20/2021
The firm’s private wealth group includes around 200 teams focusing on ultra-wealthy clients.
04/20/2021
The new team represents clients on the FDA regulatory and approval process,
04/20/2021
Based in UBS’s Miami office, the team will report to Karl Ruppert, South Florida Complex Director at UBS Private Wealth Management.
04/20/2021
GL Capital and East Coast Advisory Join Advisor Group through Subsidiary Triad Advisors
04/20/2021
They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
04/19/2021
“His deep knowledge within our industry, along with his strategic and digital marketing expertise will greatly enhance and amplify both our existing and future client relationships.”
04/19/2021
Senior security executive will expand upon Capital’s comprehensive information security and IT risk management program to support iCapital’s continued growth
04/19/2021
Manjuris has almost three decades of senior leadership experience in financial services, including serving as Global Head, Full Service Investing BMO, then Vice-Chairman, BMO Nesbitt Burns for over a decade.
04/16/2021
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms
04/16/2021
Jim Besaw, co-founder and Chief Investment Officer, is also looking forward to working with Mimi again, having previously worked together at Barclays.
04/16/2021
Commits to product innovation and offering to broader distribution and investor base
04/15/2021
Juan M. Buendia joins as Senior Client Advisor to Institutions and Families