09/21/2021
Ocorian appoints Head of Transaction Management - Americas
Ed has transaction management responsibility across a broad range of debt capital market structures and will operate from New York.
09/20/2021
Utah-based RIA adds former $800 million team from BMO Wealth Management
09/19/2021
Known as the Inter Alia Group, four reps and four associates make switch in Portland, Oregon.
09/17/2021
At UBS, they will concentrate on working with clients who have complex balance sheets, estate tax concerns and business succession needs.
09/17/2021
Angelo Manioudakis Joins with Deep Experience Across Asset Classes
09/16/2021
Rick Hollmann joins to support the firm’s investment management strategy for ultra-high-net-worth clients
09/16/2021
Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending
09/16/2021
Gray, who had been with Deutsche Bank since 2006 and was a managing director, is partnering with an existing UBS team that will oversee a total of $35 billion in assets assuming Gray moves his entire book.
09/16/2021
Andrea Williams Joins as Managing Director, Establishes New Services and Technology Solutions
09/16/2021
The firm recently added David Serpa as Managing Partner to launch Pension Wealth Mergers & Acquisitions LLC, and manage the much anticipated strategic partnership.
09/16/2021
Mr. Ayala's hire comes at a time as Welcome Tech's user base is surging dramatically with its digital bank mobile app, PODERcard
09/16/2021
Drawing on his deep fintech sector expertise and industry relationships, Nelson will play a pivotal role in the firm’s FinTech advisory growth, while expanding its investment banking footprint to include Denver.
09/16/2021
Archan Basu has been named Deputy Chief Investment Officer, and Paul Algreen will serve as Chief Technology Officer
09/16/2021
Aimee joins Weil from Akin Gump Strauss Hauer & Feld LLP, where she was a partner.
09/16/2021
Wall Street titan looks to bolster digital investing credentials amid fears it lags rivals
09/15/2021
William Blair Expands Investment Banking team
Joins William Blair with a career spanning more than 20 years, most recently serving as managing director at FT Partners.
09/15/2021
RGT Wealth Advisors announces senior appointment
Preceding that, she served as Of Counsel at Chamberlain Hrdlicka, Managing Director at National Advisors Trust Company and Manager at PricewaterhouseCoopers.
09/15/2021
Ann is a highly sought-after advisor across San Francisco’s business and tech communities, advising executives, companies and families.
09/15/2021
SVB has been working with companies of all life stages in Florida for more than 20 years from its other Southeast locations.
09/15/2021
Independent investment firm welcomes seasoned veteran with 20 years of global industry experience