10/13/2020
A spokesperson said that Dearie, formerly a senior financial advisor and vice president with the Lee Dearie Group at Merrill Lynch Wealth Management, brings a $60 million book of business to Seventy2 Capital.
10/12/2020
The appointments were announced in advance of the Fintech Advisory Group’s next meeting on October 13.
10/12/2020
He is aligned with Gladstone Financial Resources Group, a large enterprise on LPL’s corporate RIA platform.
10/12/2020
This appointment marks a new chapter in SignatureFD’s history, as it embarks on an ambitious growth path over the next decade.
10/09/2020
Ed joins BNY Mellon with more than 27 years of wealth management experience.
10/09/2020
All three report to Donna Nadeau, chief underwriting officer for the Americas.
10/09/2020
Prior to joining BuildGroup, Kennedy spent 15 years at Allen & Company LLC, a privately-held merchant bank, where he served as managing director working with the firm’s most disruptive technology clients and serving as a long term board advisor
10/09/2020
New Heads of Small Business Banking, Consumer Lending and new Chief Marketing Officer bring deep experience to accelerate the Bank’s transformation
10/08/2020
Greg brings over 25 years of financial services experience to this role.
10/08/2020
Industry veteran of three decades brings strong relationships and deep understanding of issues surrounding family wealth
10/08/2020
Capital Markets solutions include global post-trade capabilities that support a broad spectrum of asset classes on a component and enterprise basis, as well as trading capabilities that include LTx, Broadridge's AI-driven Corporate Bond platform.
10/07/2020
Mr. Lewis will support and accelerate the growth of TMF’s fund services unit in North America.
10/07/2020
The recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.
10/07/2020
Greg earned a Bachelor's degree in Business Administration from Indiana University and a Master of Business Administration degree from the University of Chicago
10/06/2020
“I am excited to join BNY Mellon and look forward to partnering with my new colleagues in support of our clients’ priorities and business needs.”
10/06/2020
"For decades, KPMG has been providing independent, objective advice to business owners, entrepreneurs and ultra-high net worth families by leveraging the firm's multidisciplinary strengths, both within Canada and globally," says Yannick.
10/05/2020
Jack Lu has joined Wave as a Client Service Analyst.
10/05/2020
"Luiz is an exciting addition to Mayer Brown, and it is a huge pleasure to welcome him to the team," said Alexandre Chequer, partner and global head of the Oil & Gas Group at Mayer Brown.
10/02/2020
D’Agostino will also work with Dynasty’s clients to innovate and develop additional resources they need to meet the expanding needs of their clients and businesses.
10/02/2020
The team, which oversaw more than $6 billion of client assets, is expected to join UBS’s private wealth management division aimed at ultrarich clients later this year.