08/07/2020
The bank made Mathew McDermott, a managing director who ran the investment bank’s internal funding operations, its new global head of digital assets last month, CNBC has learned.
08/07/2020
She will work closely with Chubb Limited's Board of Directors and advise the company's Corporate Development, Treasury, Human Resources and Global Communications functions as well as other members of senior management on various matters.
08/07/2020
During her time as a senior insurance analyst, Benacci was named by the Wall Street Journal as a top-ranked analyst.
08/07/2020
The Swiss group’s family office has lost an experienced manager researcher who was a specialist in offshore and alternatives investment strategies.
08/07/2020
Valverde's career spans 27 years in financial services.
08/07/2020
Apex primarily custodies assets for fintech companies, including Betterment and Wealthfront, according to Rothschild.
08/06/2020
Ancestry is the global leader in digital family history services, operating in more than 30 countries with more than 3 million paying subscribers across its Ancestry online properties and more than $1 billion in annual revenue.
08/06/2020
It marks an abrupt exit for the investment chief, who set out to implement a reform agenda at the giant pension.
08/06/2020
Bolstering the firm’s fund formation and regulatory compliance capabilities
08/06/2020
We are proud to have Karmen lead our offices in Sarasota, Fort Myers and Bonita Springs, and wish her every success in her new role.
08/06/2020
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank.
08/06/2020
Karmen has spearheaded initiatives for women's career advancement within UBS.
08/06/2020
Recognition of an exceptional career in Financial Services
08/05/2020
Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies
08/05/2020
We look forward to benefitting from his deep insights in evaluating new investment opportunities and helping our portfolio companies reach their full growth potential.
08/05/2020
Earlier this year, Julius Baer announced that it had shuttered its office in Montevideo catering to local clients and let go of almost a dozen advisors from its cross-town international branch.
08/04/2020
They will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
08/04/2020
These strengths, coupled with her wealth management experience, make her an indispensable resource for our clients and the Chicago team.
08/04/2020
She will be based in San Francisco
08/04/2020
A graduate of Syracuse University with a B.A. in economics, Mitchell will be located in Procyon’s New York City office.