10/19/2021
He will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
10/19/2021
Looking to serve his clients’ best interests, broaden investment choices and take more control of his business, he chose to partner with LPL and align with America Group Retirement Strategy Centers, a large enterprise that supports LPL-affiliated ad
10/19/2021
He also will develop a network and distribution plan and move toward integrating all digital products that TTS offers into a central ICG access point.
10/19/2021
This built on his earlier roles at Generali International, AXA, Zurich, Metlife, and The Hartford.
10/19/2021
In 2018, English was named one of America’s Top Next-Generation Wealth Advisors by Forbes and was named to its Best-In-State Next-Generation Wealth Advisors list in 2019, the Raymond James press release states.
10/19/2021
Luc joins Praesidian from Kroll Bond Rating Agency
10/19/2021
“My career is firmly rooted in the belief that index solutions have benefited all market participants with improved investment and liquidity solutions,”
10/18/2021
Rajesh brings more than 25 years of investment and management experience to this role.
10/17/2021
Bornstein-Bayer is F2 Strategy’s first C-Suite hire as the WealthTech firm undergoes exponential growth
10/15/2021
Walia, designated as a managing director, co-heads IPB's New York operations with Anthony Valvo, who is also the unit's head of Miami.
10/15/2021
The Pershing X platform is set to transform the advisory marketplace by helping firms attract new clients, better serve existing clients, and ultimately grow assets under management.
10/15/2021
In this role, Rodriguez will oversee all debt and equity financing for multifamily affordable housing and community-oriented developments; Rodriguez will report to Kara McShane, head of Commercial Real Estate.
10/14/2021
Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth
10/14/2021
Thomas and his team will work to continually enhance Lincoln’s customer and employee experience through ongoing development of the company’s IT strategy and performance
10/14/2021
Vicent Costa, Ciro Vasquez, and Juan Zenck have decades of experience in the investment advising and wealth management professions.
10/14/2021
Before joining GMO, Shang held senior roles in Asia at Dimensional Fund Advisors
10/13/2021
Firm Expanding its Non-Profit Capabilities as part of Berkshire Bank's Community Comeback Plan
10/13/2021
New Senior Hires Bring a Combined 40 Years of Experience to Serve Clients and Grow the Firm
10/13/2021
Chris Smith, CPA, Joins as Director of Tax and Founding Tax Partner of Brandywine Oak Private Tax Advisory
10/13/2021
Lowery Asset Consulting, LLC’s services and relationships bring new opportunities to BDO USA for existing and potential clients.