06/02/2021
In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers, and Senior Wealth Strategy Associate Tyler Baker-Williams.
06/02/2021
He will lead the firm’s expansion in North America, building up the advisory and client relationship team in New York.
06/02/2021
Mr. Kurabayashi serves on various Boards including Money Forward, From Scratch, Andpad, XICA, toBe Marketing, UPWARD, Kakehashi, Mazrica, Trend Express, Adacotech, and Creadits.
06/02/2021
The announcement follows the recent hiring of A&O’s Head of U.S. Leveraged Finance Jake Mincemoyer, who worked closely with Gordon and Stan at White & Case before joining A&O in February 2021.
06/02/2021
Kirsten Jackson brings deep experience in insurance-related matters as well as business and contractual disputes.
06/02/2021
Mr. Linstra is responsible for overseeing all the firm's revenue generation and distribution efforts in the Americas.
06/01/2021
Her appointment takes the IFM board to nine people.
06/01/2021
On May 21, WSIB announced that Ms. Whitmarsh will be leaving the organization at the end of 2021 after 13 years at the helm.
06/01/2021
The digital challenger is aiming to reach 1m American customers by early 2022.
05/31/2021
In March 2020, Mr. Ehnes originally announced his intention to retire in September 2020
05/31/2021
Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.
05/31/2021
Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.
05/31/2021
BCG’s Head of Central and Eastern Europe and the Middle East Will Succeed Rich Lesser Following Era of Extraordinary Growth and Impact
05/30/2021
The team had managed $420 million in assets and generated about $1.4 million in annual revenue, confirmed Emile, who was reached at his new office on Thursday.
05/28/2021
"We are deeply committed to meeting the evolving needs of our customers"
05/28/2021
Xu earned her MBA from New York University's Stern School of Business and bachelor's degree from the University of International Business and Economics. She also holds Chartered Financial Analyst (CFA) and Chartered Property Casualty Underwriter
05/28/2021
Before entering the financial services industry, Chuck served in the U.S. Army as a paratrooper and multilingual interrogator serving in Bosnia and Russia.
05/28/2021
Camille started at BNY Mellon Wealth Management as a high-performing client strategist and stepped into the DC Regional President role quickly earning the trust and admiration of her team as a great leader and business builder
05/28/2021
The Oakville team’s decision to join Foundation Wealth was driven by a desire to match their entrepreneurial drive with a firm that is committed to raising the quality of advice delivered in Canada.
05/28/2021
Amy Chaput and Monica McEwen will support government agencies in advancing their data analytics efforts to become more efficient and better deliver core public services to citizens.