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).
11/01/2021
Mr. Brant and Mr. Kochian have both advised on high-profile public and private mergers and acquisitions, as well as on shareholder activism and other corporate governance matters.
11/01/2021
Valour Inc., a Subsidiary of DeFi Technologies, Valour announces new incoming CEO
10/31/2021
Most recently, as Head of Global Markets, he led a high-performing team delivering markets-based solutions for corporate, institutional and government clients.
10/31/2021
Prior to joining Parcion, Sullivan spent several years at HighTower Advisors and Charles Schwab Institutional.