05/10/2022
In an exclusive interview with Barron’s Advisor, Fox, who assumed his new role in February, outlined ambitious—if still developing—plans at Goldman Sachs to further expand the RIA.
05/10/2022
Wall Street banks are investing in private capital markets expertise in Europe
05/10/2022
He joins Kovitz as a Client Portfolio Manager with more than 26 years of experience
05/10/2022
Jennifer Galvagna assumed the role in April, according to her LinkedIn profile.
05/10/2022
Before that, he has held various leadership roles at Ayasdi, CoreOne, and Netik over his 17-year career in Fintech.
05/10/2022
In addition to her significant academic background, Khator is on the board of the Camden Property Trust, a public real estate investment trust with over $16 billion in market cap.
05/10/2022
We are thrilled to have Heath lead our talented team in DTC, and look forward to him growing our presence in the Denver metro market.
05/10/2022
Ms. Shuman brings nearly 40 years of industry experience, with deep expertise as an institutional investor primarily serving endowments and foundations.
05/10/2022
Financial planning expert joins the firm as its Director of Financial Planning and Client Experience
05/09/2022
In this new position, Mr. Tachjian’s mandate is to engage with industry, regulators and consumer representatives
05/09/2022
She will be responsible for the strategy and execution of all firm marketing programs, with a focus on supporting growth and business results.
05/09/2022
Dennis will be instrumental in deepening and driving A&O’s DE&I strategies as the firm continues to grow.
05/08/2022
He is a seasoned industry leader with more than 28 years of financial services experience.
05/08/2022
Polimeni, who had been with Morgan Stanley and its Smith Barney predecessor since 2003
05/06/2022
Jamie brings more than 20 years’ experience
05/05/2022
Brings extensive experience supporting advisors in transition from prior roles with United Capital and Goldman Sachs
05/05/2022
We’re extending our expertise in client lifecycle management
05/05/2022
He spent the majority of his tenure at JPM working within its Endowments and Foundations Group
05/04/2022
Thomas joined Northern Trust in 2004 and served in several executive roles over his tenure, including as a member of the Asset Management executive team since 2008 and as a member of the Management Group since 2017.
05/04/2022
He brings deep financial planning expertise to the firm," said CEO Michael Schwartz