05/06/2021
Informa Connect Hires New Wealth Management Leadership Role
Key executive addition will focus on expansion of media and events, including WealthManagement.com, Inside ETFs and Inside WealthStack, and strategic industry expansion
05/06/2021
Key executive addition will focus on expansion of media and events, including WealthManagement.com, Inside ETFs and Inside WealthStack, and strategic industry expansion
05/06/2021
She is a Colorado Springs native and holds a bachelor’s degree from Colorado University.
05/06/2021
Addition positions advisor group for continued growth
05/06/2021
The team will be further strengthened with the addition of two further client service professionals at Vice President level to accelerate and support growth in this sector.
05/06/2021
She will lead a team of seasoned professionals, providing finance solutions for more than 4,500 customers nationwide.
05/06/2021
Latest in Series of Strategic Hires to Bolster Full-Service Emerging Markets Debt Offering
05/05/2021
Damara Chambers brings deep CFIUS and trade compliance experience to the firm’s Washington, D.C. office.
05/05/2021
Fund manager, previously in charge of a host of strategies at US group, tasked with developing total return operation, Citywire Selector has learned.
05/04/2021
RBC Washington D.C. branch manager Matt Wunder will oversee the office on an interim basis, according to a company spokeswoman.
05/04/2021
Her broad experience responding to governmental investigations, and her ties to two key industries—media and telecoms—make her a wonderful addition to our practice.
05/04/2021
In this role, Ms. MacColl will lead BAAM’s Limited Partner relationships and business development globally, leveraging her nearly 20 years of experience working with investors across alternative investments.
05/03/2021
There are no changes to the investment philosophy or process as a result of this change.
04/30/2021
Pickens to Help Drive Growth and a Continued Focus on the Client Experience
04/30/2021
Eve Glatt and Maurice Onyuka Join B. Riley as Senior Portfolio Managers
04/30/2021
Under his leadership, McElmoyl's team will help drive wealth planning and financial strategies leveraging investments1, risk management1, trust and estate services, and banking services.
04/30/2021
"EP Wealth’s growth is a direct result of the people supporting our clients with their financial goals,"
04/29/2021
Thind is responsible for designing the strategy and driving implementation of State Street’s technology transformation and interoperable infrastructure.
04/29/2021
Rucinski and Wilson spent a combined 30 years on Wall Street at bulge bracket investment banks including Credit Suisse, Merrill Lynch and Barclays in addition to Citibank.
04/29/2021
Butler previously served as president and CEO of Radius Bank.
04/28/2021
At SiriusPoint Hallett reports to Warren Trace, head of US and Canada, Americas reinsurance.