09/30/2020
$200M Houston, TX, team is the latest financial advisory group to adopt Integrated’s national registered investment advisory model•Three Cords has chosen Fidelity as their custodian of record
09/29/2020
Robert Poliseno appointed Chief Operating Officer, North America Field Operations; Melissa Scheffler named Regional Executive Officer, Mid-Atlantic Region
09/29/2020
NYMBUS' "end-to-end" solutions set it apart from other providers, Kendall said.
09/29/2020
Her hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.
09/28/2020
He has led strategic initiatives that resulted in new offerings in multi-strategy credit, co-investment in structured products, such as collateralized loan obligations; private real estate; long/short equity, and distressed debt.
09/25/2020
Mr. Henton was previously a member of the Board of Equity Bridge PCC Limited, Northill Global Strategies SPC, Louvre Group Limited and Settlements SA.
09/25/2020
Tim Dunbar to retire after 34 years
09/25/2020
Veteran real estate executive to lead multifamily company's growth, secure long-term institutional investment partners
09/25/2020
We are excited to have Betsy join us.
09/25/2020
Former CEO of JPMorgan Chase Card Services to Support Financial Technology Investment Activities
09/24/2020
The bank will invest in the region to get the right personnel for its pursuit.
09/23/2020
In this role, Heidi will serve West Coast institutional investors – such as endowments, foundations, non-profit institutions, retirement plans, private wealth, and family offices – seeking Outsourced Chief Investment Officer (OCIO) and investm
09/23/2020
The team was previously with Merrill Lynch, where they oversaw $280 million in client assets.
09/22/2020
Career Merrill Broker in Michigan Joins Another Alum’s RIA
The firm now manages around $1.5 billion, a deliberate pace that its founders say fits with their goal of hitting about $10 billion in client assets under management by 2024.
09/21/2020
Top 30 US firm brings together Lat Am-focused US and international lawyers into new grouping
09/21/2020
Prior to joining Galena Capital, Jeff ran his own investment bank in Redmond, Wash., and Coeur d’Alene.
09/21/2020
Addition of Top Fixed Income Industry Talent Across North America and Europe Reflects Continued Investment in Resources to Capture New Growth Opportunities
09/18/2020
Mr. Ward brings more than 25 years of compliance and regulatory experience
09/18/2020
Bank of America/U.S. Trust Veteran to Lead Firm’s Investment Research and Portfolio Allocation Effort
09/18/2020
He also worked as a research interest rate strategist at Commerzbank AG in Frankfurt, London and New York, predominantly covering Eurozone and US bond and inflation markets.