11/08/2021
Mariano Belinky, former CEO of Santander Asset Management, joins as Industry Partner, further bolstering Motive Partners' deep industry expertise and supporting Motive's vision to build, back and buy the technology companies that enable the fina
11/08/2021
Meghan Hinds to spearhead group, key leaders promoted and hired externally
11/08/2021
Leading $10 billion RIA adds three-advisor, family-office team to open first location outside of Atlanta region in Palm Beach
11/08/2021
Mr. Patel has worked at Blackstone for nearly two decades
11/05/2021
Phillips brings nearly 25 years of experience to the role, helping companies in the global asset and wealth management industries improve their competitive positioning and financial performance.
11/05/2021
Steigerwalt will be responsible for expanding Malvern Bank’s private banking, lending, and niche marketing efforts
11/05/2021
Prior to entering the consulting arena, Spence spent nearly two decades in the US Navy.
11/04/2021
Michael Outlaw to become National Field Director for the Rockefeller Global Family Office
11/04/2021
Naqvi has long experience as a private equity investor, mostly recently as a senior partner at Apis, a global growth equity fund based in London.
11/04/2021
Lundquist spent 15+ years at Target, including in senior roles across HR, operations and business transformation.
11/03/2021
Please join us in congratulating the Managing Director Class of 2021 on this significant achievement.
11/03/2021
He will also be appointed to the Dentons Global Management Committee and Global Board.
11/03/2021
The New York-based bank named Shrooq Abualif AlMuhaid as managing director and head of private wealth management for Saudi Arabia, according to an internal memo seen by Bloomberg.
11/03/2021
Price has comprehensive experience in directing development, construction, and property management from sourcing, entitlement, financing, building, leasing, and disposition.
11/03/2021
Tim has three decades of experience with BNY Mellon Wealth Management – including two decades in fixed income.
11/03/2021
David Sykes will take over the role on April 1
11/02/2021
JPM recently announced plans to double its US advisor headcount by adding 1,500 new advisors
11/02/2021
A.J. is highly regarded and his impressive skillset, further enhanced by his in-house experience, makes him a strong addition to our leading investment funds practice.
11/02/2021
Additionally, the firm named Lacey Huebel as Head of Responsible Investment, North America. Both appointments are effective November 1.
11/02/2021
Previously, AT was Managing Director, Head of North America Retirement and Foundations / Endowments Client Group at Wells Fargo Asset Management (WFAM).