09/10/2025
He began his career as a programmer at a Georgia-based credit union before joining a credit union service organization, where he led the migration of nearly 2,000 institutions to a new shared payments platform.
09/09/2025
During his tenure, the Ohio team strengthened client relationships, expanded market presence and delivered consistent, high-quality service.
09/09/2025
Mohammed Shaheen represents lenders in complex credit facilities, acquisition financings, and restructurings.
09/09/2025
Mason joins IEQ from J.P. Morgan Private Bank, where he served as Executive Director advising families, executives, and family offices on bespoke investment strategies and trust and estate planning.
09/08/2025
The appointment, which is subject to regulatory approval, is part of a refreshed group strategy from JOHCM’s parent company Perpetual Limited
09/08/2025
Prior to this, Olivia Farr Douglas was with Goldman Sachs as Managing Director, Head of Wealth Management Marketing
09/05/2025
Before JPMorgan and Millennium, he did sojourns at Bank of America Merrill Lynch, Deutsche Bank and Jefferies.
09/04/2025
He was responsible for overseeing a comprehensive suite of investment capabilities, including index, fundamental, quantitative and tax-advantaged strategies, as well as active, multi-asset class solutions and alternative investments.
09/04/2025
Paul Maley, Deutsche Bank's head of Corporate Bank Americas, will serve as interim regional head until McGeough arrives in early 2026.
09/04/2025
Bary Dedge, President of Signature Wealth Group, said: "The success of Ashley, David, Thomas, and Deb is built on their unwavering commitment to their clients."