08/04/2020
Angela and Mark will bolster our ability to deliver solutions to meet industry-wide challenges and help investors and their consultants build investment programs focused on certainty of outcome.
08/03/2020
Joseph Lovell Named Managing Director and Head of Asset Management; Philippe Jacquemard Appointed Managing Director and Head of European Insurance
08/03/2020
Previously with BNY Mellon Wealth Management, Merryll joins recent list of new market leaders and senior wealth advisor in, Boston, Atlanta, New Jersey, and Los Angeles
07/31/2020
She serves on the New York City Estate Planning Council and is a board member of the Monroe Foundation.
07/30/2020
Larry joins BNY Mellon Wealth Management from a personal family office he founded, focused on private investments in individual real estate transactions and partnership investments.
07/30/2020
They both bring an expansive amount of knowledge and will be valued additions to the compliance staff.
07/30/2020
Young joins Bill Rudnick in leading the Family Office Services group at Cresset, which has grown to $9.8 billion in assets under management in less than three years.
07/29/2020
Veteran Executive Joins Advisor Group's Investment Banking Arm to Expand Relationships with Corporate Healthcare Clients
07/29/2020
Yates joined F.N.B. in 2008 as group manager of private banking following a 26-year career with National City Bank capped by serving as deputy chief credit officer.
07/29/2020
He will succeed Jess Yawitz.
07/29/2020
His experience helping companies navigate the rapidly changing technological landscape across the financial sector will strongly benefit our entire team.”
07/28/2020
Adam Spector is a veteran business and distribution leader, with over two decades of experience with Brandywine Global and more than three decades in the industry.
07/28/2020
He has also aligned with Gladstone Wealth Partners,
07/28/2020
At least six UBS advisors have made the trek to Alex. Brown’s 600 Brickell Avenue branch since December
07/28/2020
Before returning to private practice, Lekander served in the roles of managing director and managing counsel at State Street Global Advisors
07/28/2020
The company also announced Roger O. Walther’s decision to retire from the Board
07/24/2020
Barry brings three decades of portfolio management, strategic planning, and family governance experience to our team," said Moegerle. "
07/24/2020
Vinicius reinforces the experience of our local team
07/23/2020
Chris Martin named Division President of Chubb North America Accident and Health; James Walloga to continue overseeing North America Specialty Accident and Health
07/23/2020
Financial Services consulting firm expands strategic consulting talent