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.
10/13/2021
Couple add role at Ethic to growing jobs portfolio since stepping down as working members of royal family
10/13/2021
Nearly a dozen partners join Mayer Brown’s thriving New York office this year
10/13/2021
Designation augments firm’s advisory leadership for financial institutions and solution providers
10/13/2021
The three new appointments allow us to continue our work, broadening our expertise, knowledge and skills base.