03/03/2020
Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations.
03/03/2020
Both Morgan Stanley and UBS retrenched from recruiting three years ago, concurrent with their withdrawals from the Protocol for Broker Recruiting
03/03/2020
He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customized portfolio management to private clients, foundations and endowments.
03/03/2020
GMP Capital CEO says firm aims to aggressively grow with acquisition of 'like-minded' IIROC member businesses
03/03/2020
Matt received his Bachelor of Science in Economics from Duke University where he was a two-time NCAA All-American and three-time All-ACC selection as a member of the golf team. He currently holds the Chartered Financial Analyst designation.
03/03/2020
"She will be an instrumental addition to our leadership team as WNC continues to expand its preservation equity fund platform."
03/02/2020
The operation is backed by the International Monetary Fund (IMF) and the talks are expected to continue from Monday in Buenos Aires.
02/28/2020
The Madrid-based bank also said that Rial would continue to report to its chief executive Jose Antonio Alvarez. Santander has said that it is sticking with Alvarez as CEO.
02/28/2020
Since 2016, Mr. Hancock served as Director of Performance Management at Lloyd’s, where his portfolio included responsibility for overseeing performance and risk management globally across the Lloyd’s market.
02/28/2020
Stephen Bishop, who’s worked at Wells Fargo for nearly three decades, has been named president and CEO of Minnesota Bank & Trust.
02/28/2020
Ms. Stubrin brings over two decades of legal recruiting and industry experience to Whistler.
02/28/2020
Nomura remains committed to strengthening our investment banking presence in the Americas while also expanding our product set to provide holistic solutions for our clients.
02/27/2020
He has also served as a member of the firm’s Management Committee for the last eight years and sits on many of Blackstone’s investment committees.
02/27/2020
Chris Bon has been promoted to Vice President.
02/27/2020
Among the management changes the firm made, Mollie Colavita was named head of private wealth services and will oversee family office services, wealth strategists and the firm’s Center for Family Wealth, according to a memo seen by On Wall Street.
02/27/2020
Hirst also guides clients in regulatory matters under the Advisers Act, the Securities Act of 1933, the Securities Exchange Act of 1934, the Commodity Exchange Act and FINRA rules, among others.
02/27/2020
London-Based Wealth Management Firm Continues Expansion with Two Senior Management Hires
02/27/2020
Ms. Hard Brings More Than 10 Years Experience as a Wealth Advisor to High-net-worth Families, Foundations, and Private Companies
02/26/2020
Colavita and Sullivan have worked at Merrill for their entire brokerage careers of 26 and 33 years, working their ways up from starting positions as an analyst and client associate, respectively
02/26/2020
The firm also tapped Jack Paris and Philip ten Bosch to take over as co-heads of global power investment banking.