07/15/2021
Nilia Gasson has been living in Miami since 1965 and has served 40 years in the industry as a Financial Advisor, 30 of them were at Wells Fargo Advisors and its predecessor firms.
07/14/2021
Summit Trail to Provide a Full Suite of Family Office Services to the UHNW Market
07/14/2021
She joins the firm from Bain & Company, where she was a Partner in its Leadership and Talent Practice based in San Francisco.
07/14/2021
The three will join after a so-called gardening leave.
07/14/2021
The new partner appointees include litigators, property lawyers, an investment fund advisor and a tax and estate planning lawyer
07/13/2021
She has an excellent track record in the global central banking and supervisory community and will be an asset to the Bank of Canada in her new role.
07/13/2021
He is a pioneer and an expert in tax-efficient investing and leads the tactical analysis efforts at Greycourt
07/13/2021
Talent acquisition bolsters support for building scale and infrastructure
07/13/2021
Enters Into Contract With Hafize Gaye Erkan as Co-CEO
07/12/2021
"Following a comprehensive search process that considered internal and external candidates, the board concluded that Chris is the right leader for S&T.
07/09/2021
GCG Wealth Management has announced a recruitment into their new Lake Norman office after recently announcing multiple acquisitions and a new Charlotte headquarters in South End.
07/09/2021
"Lisa did almost all of the financial planning for the top financial advisors at her previous firm. She is extremely talented and we are lucky to have her."
07/09/2021
Gina joins a team who have held leadership positions in the nation’s intelligence, enforcement and regulatory agencies and who counsel clients on globally significant matters.
07/09/2021
Patel will be based out of Houston and will report to Kara McShane, the bank’s head of commercial real estate.
07/08/2021
Glen Mintz joins to support the firm’s portfolio management strategy for ultra-high-net-worth clients
07/08/2021
“We hope to find just the right fit to grow out the team—advisors who share our standards and would complement how we do business,”
07/08/2021
Mr. Miller joins Evercore from BNY Mellon Wealth Management, where he worked as a national wealth strategist, advising clients on tax, trusts and estates, charitable planning and family governance.
07/08/2021
Gumbs will succeed Adam Amsterdam
07/08/2021
Ravi Purohit adds significant experience in the infrastructure and energy industries.
07/08/2021
Sabater currently sits on the board of PDC Energy while Stewart works for Ankura Consulting Group as chief innovation and business intelligence officer.