05/19/2020
Ms. Long holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society New York, and Connecticut Hedge Fund Association.
05/19/2020
Degrand joins the firm from another national investment dealer where he was Head of Western Canada for investment banking.
05/18/2020
American State Bank & Trust Company of Williston President/CEO David Hanson was one of those recently appointed.
05/17/2020
Promise Fund of Florida, 340 Royal Poinciana Way, is dedicated to reducing deaths from late stage breast and cervical cancer through early detection and quality health care.
05/15/2020
Brian and Joseph have a long history of helping clients achieve their financial goals, and they share First Republic’s commitment to exceptional service.
05/14/2020
Wells Fargo recently received an “Outstanding” rating from the Office of the Comptroller of the Currency for its work in addressing underserved communities through the Community Reinvestment Act.
05/14/2020
The wirehouse employs more than 6,000 advisors in the U.S.
05/14/2020
Kumar had also served in a leadership role in JPMorgan’s asset and wealth management business
05/13/2020
Triana brings extensive experience to serving clients in Europe and South America to UBS clients in Miami.
05/08/2020
She is currently the Eastern Region Representative to the President's Council of CFA Institute and a co-chair of CFA Institute's U.S. Society Advocacy Advisory Committee.
05/08/2020
Frank Bisignano to become Chief Executive Officer effective July 1
05/07/2020
Morgan Stanley IM said Chew's role would include leading a team to develop its ESG investment integration standards, helping to launch ESG products, and advising its clients and sales team on sustainability issues.
05/07/2020
Boss takes on the role vacated by Barbara Novick, who is becoming a Senior Advisor.
05/07/2020
Brenda Sklar joins LGIM after previously working as head of global client services and global COO of business operations at BlackRock.
05/06/2020
Prior to returning to BNY Mellon, she spent two years as a Senior Wealth Advisor for J.P. Morgan's Latin America Private Bank.
05/06/2020
Jonathan Durocher will take over from Martin Lavigne on Friday
05/06/2020
The pool of prospects at LPL is huge as we make plans to grow in Texas
05/05/2020
Managing Partner of Ovis Creative will assume dual role as industry leading financial design and marketing communication firm becomes a Sanctuary Wealth Affiliate
05/05/2020
Garrett's arrival in Atlanta marks a major milestone for our firm
05/04/2020
At the same time, Christie Chang will take the new role of Asia-Pacific corporate banking chairwoman, in addition to her existing position as head of Taiwan banking, capital markets and advisory and president of Citibank Taiwan.