02/09/2021
Shary is a highly talented investor with a wide range of expertise, which perfectly fits Tac Opps’ mission to provide flexible capital solutions across industries, asset classes and geographies.
02/08/2021
Wells Fargo said it’s “focused on meeting our regulatory requirements, managing risk and simplifying operations across the company.”
02/08/2021
The new hires besides Martinelli are Emilio Fiordaliso, Tania Weber ,and Gisella Vattilana.
02/07/2021
He will oversee the firm’s specialized portfolio management and investment implementation and consulting efforts.
02/05/2021
In his new role, Cain will oversee three existing RJA complexes across Long Island, N.Y., and Northern New Jersey.
02/05/2021
Based in Lugano, the team will focus on the Latin American market.
02/05/2021
Tomso brings more than 20 years of global technology and operations leadership experience in financial services to Green Dot
02/05/2021
Cohn Rupp brings to the role of CEO of Veris over 20 years of impact investing experience in the US, Europe and Frontier Markets
02/04/2021
“He has a passion for developing talent as well as building teams and sustainably high-performing businesses.”
02/04/2021
He began his brokerage career in late 1993 at Merrill
02/04/2021
Redhawk Wealth Advisors, Inc., a national full-service registered investment advisor, is pleased to announce an advisor team from Merrill Lynch, that manages $150 million in assets under management, has joined the firm.
02/03/2021
Jeff Bezos has chosen to end his remarkable tenure as CEO on an unquestionable high.
02/03/2021
He began his career as a portfolio analyst with Wood Asset Management, a Sarasota-based RIA.
02/03/2021
Wealth manager Christopher Knapp joins to establish Houston office
02/03/2021
Ms. Kest has 15+ years of legal and compliance experience within the financial services industry.
02/03/2021
Team to Partner with Financial Professionals to Develop Programs That Drive Growth and Enhance Service Experience While Fostering Deeper Sense of Community
02/03/2021
Kevin joins BNY Mellon Wealth Management from Bessemer Trust
02/02/2021
Prior to joining Endurance, Everbach served for half a decade as President, Central Region | USA of Colliers International Group Inc.
02/01/2021
Cincinnati Financial Corporation has announced that on January 29, 2021, boards of its subsidiary companies held their regular meetings and appointed directors, officers and counsel
01/31/2021
Dixon brings with him 16 years of experience in asset management, family office services, and private banking.