08/27/2020
Kenneth Lombino, a former president of the Ferrari Club of America’s southwest region, was producing between $500,000 and $600,000 at Merrill, according to two sources.
08/27/2020
“Bell offers such a unique banking experience,”
08/27/2020
Henry Warner, Ed’s divisional director for cyber, said Head’s experience in the wholesale cyber market and ability to provide bespoke solutions to clients of all sizes will benefit clients.
08/27/2020
The former head of Pershing's custody business is back, this time serving as a board member for $20 billion family office Pathstone.
08/27/2020
Woods brings over 30 years of industry experience and will lead sales in New Jersey and the New York Metro area
08/26/2020
In his new role, Mr. Hall will lead PIMCO’s talented U.S. GWM team in providing wealth clients with a broad suite of strategies including core fixed income, income strategies, municipals, credit, and enhanced cash and longer-term illiquid strategies
08/26/2020
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington DC PWM office
08/26/2020
“I’m thrilled to be back home on MDI,” said Walton.
08/26/2020
He has a strong reputation for his expertise and business acumen in the global markets, including the U.S., Middle East and Asia.
08/25/2020
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.
08/25/2020
A senior leader in financial services, Lynne has worked in banking client service, institutional securities operations and wealth management.
08/25/2020
“She has played a key role in further developing and implementing Markel's ceded reinsurance strategy and has been instrumental in positioning our reinsurance placements and partnering with executive leadership to build and protect Markel'
08/25/2020
She has also served as assistant vice president in Ironshore Insurance Services’ M&A group, and as senior underwriter at Allied World Assurance Company.
08/21/2020
Christoffer Abramson will take up the role of CFO at Catella on 15 October 2020.
08/21/2020
With more than 25 years of professional experience, Amy Joyce joins the firm as a Partner and specializes in advising high net worth individuals with tax mitigation and wealth preservation strategies.
08/21/2020
She also worked at the Central Intelligence Agency for five years.
08/21/2020
Chancy has more than 30 years of banking and financial services experience, including 18 years at SunTrust where he served in a broad range of leadership roles spanning consumer and commercial banking, investment banking, and financial management until re
08/20/2020
Former Moltin and Demandware executive brings track record of driving growth and innovation to industry leader in headless commerce
08/20/2020
Paul’s strategic approach aligns to the visionary approach for the organization to meet the customer at its needs
08/19/2020
Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success