08/25/2020
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.
08/25/2020
A senior leader in financial services, Lynne has worked in banking client service, institutional securities operations and wealth management.
08/25/2020
“She has played a key role in further developing and implementing Markel's ceded reinsurance strategy and has been instrumental in positioning our reinsurance placements and partnering with executive leadership to build and protect Markel'
08/25/2020
She has also served as assistant vice president in Ironshore Insurance Services’ M&A group, and as senior underwriter at Allied World Assurance Company.
08/21/2020
Christoffer Abramson will take up the role of CFO at Catella on 15 October 2020.
08/21/2020
With more than 25 years of professional experience, Amy Joyce joins the firm as a Partner and specializes in advising high net worth individuals with tax mitigation and wealth preservation strategies.
08/21/2020
She also worked at the Central Intelligence Agency for five years.
08/21/2020
Chancy has more than 30 years of banking and financial services experience, including 18 years at SunTrust where he served in a broad range of leadership roles spanning consumer and commercial banking, investment banking, and financial management until re
08/20/2020
Former Moltin and Demandware executive brings track record of driving growth and innovation to industry leader in headless commerce
08/20/2020
Paul’s strategic approach aligns to the visionary approach for the organization to meet the customer at its needs
08/19/2020
Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success
08/19/2020
She joined Regions in 2003 as a consumer credit executive and has played a significant role in strengthening the bank’s credit culture and providing valuable leadership in credit policy, credit administration and problem asset management.
08/19/2020
It is not yet known if he is joining another firm following his exit next month.
08/19/2020
She will report to George Crosby, also a former HSBC banker who oversees Deutsche's Latin American private banking business from Miami, and to Loic Voide, Middle East and Africa wealth boss, in Geneva.
08/19/2020
The model consists of five line-of-business CROs, along with other teams aligned by risk type, each reporting to Norton.
08/18/2020
A National FADP Performance executive and market president for Albany-Hudson Valley region will be named in a few weeks, according to a statement released by Kirstin Hill, MLWM Chief Operating Officer.
08/18/2020
Orendorf joins from Guy Carpenter where he was a senior vice president. Before that he held various underwriting roles at Chubb Tempest Reinsurance and Transatlatic Re.
08/18/2020
Crook will be replaced by Daniel Scansaroli, who joined UBS Wealth Americas earlier this year as a senior portfolio strategist for ultra-high net worth customers.
08/17/2020
Since joining TTH in 2015 as president, Owens has worked with founder and CEO Kevin Green to scale the business and plan for the leadership transition the board announced in July.
08/14/2020
The memo, which was verified by a UBS spokeswoman, was also signed by Tom Naratil, co-president of UBS's global wealth management and head of its Americas division.