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
07/22/2020
Glenn will step down as co-CEO and retire from the firm on September 30, 2020 and will work with the rest of management to transition his responsibilities over his remaining tenure.
07/22/2020
His responsibilities will include driving Kestra Financial’s revenue growth, executing and expanding the company’s existing growth strategy, and furthering the continued evolution of Kestra Financial’s value proposition.
07/22/2020
The appointment is effective immediately.
07/22/2020
Scott Meyer and Steven Goldman appointed Division Presidents of Westchester and North America Financial Lines, respectively Bruce Kessler, appointed Chairman of Westchester, will retire at the end of the year
07/22/2020
We are delighted to welcome Connie back to Barclays and to our Healthcare team
07/21/2020
Goulding also provides pro bono financial education to Sonoma County fire victims, Jump Start educators and psychiatric patients at Napa State Hospital.
07/21/2020
Schlosser Tapped for Her Track Record of Driving Major Corporate Transformations in Financial Services
07/21/2020
He reports directly to BNY Mellon Wealth Management CEO Catherine Keating and serves as a member of the Wealth Management leadership team.
07/21/2020
John Shrewsberry to retire from the company following transition
07/20/2020
Bank of Marin announced last month that it had tapped Timothy Myers as chief operating officer.