07/02/2021
Mr. Picco was previously Portfolio Manager and Head of Alternative Lending and Capital Solutions at Sound Point Capital where he helped build the firm’s alternative lending business.
07/01/2021
Aschettino joins from Reed Smith, where he led the Payments Technology team and was a member of its FinTech practice.
07/01/2021
David Boekeloo joins the firm as the Director, Trust & Estate Services
07/01/2021
Combining this year's promotions and new lateral hires, the Firm added 95 partners.
07/01/2021
The Financial Times report contends that the departure of two founders in quick succession “throws into question the future of Teneo.”
07/01/2021
"We are very excited that someone having Steve's industry experience has decided to join our team,"
07/01/2021
“Hiring Leonard is yet another testament to how serious we are about continually investing in the expansion of the firm’s capacity, security and performance,”
07/01/2021
She is based in New York
07/01/2021
She will also advise the firm’s investment teams in identifying and evaluating opportunities in the technology sector, with a particular focus on the European market.
06/30/2021
Barshied will lead the bank's expansion in the region, overseeing existing offices in San Francisco and Palo Alto and a new East Bay office whose location hasn't been disclosed.
06/30/2021
Proven Company Leader Tapped to Further Unlock the Brand’s Potential
06/30/2021
Nationally ranked wealth manager expands presence in Midwest
06/30/2021
Also, as a Certified Exit Planner, Chase has strategically shifted a significant part of his focus to helping business owners maximize the value of their business in preparation for selling their company.
06/30/2021
Suresh Krishnamurthy will lead client solutions for private equity, real estate funds
06/30/2021
"Sadiq's knowledge and expertise will help us deepen our overall advantage in wealth management and grow our asset management business. We look forward to him taking on this important role."
06/30/2021
Mr. Hollingsworth has a wealth of experience in helping advisory firms adopt the latest advisor technology solutions
06/29/2021
Jefferies adds two new board members
Ms. Weiler serves as a Class II director of the Board of Owl Rock Capital Corporation (NYSE:ORCC), and concurrently serves on the boards of several Owl Rock funds.
06/29/2021
Rod Walsh and Mathew McDowell add extensive experience to the firm as Foundation Wealth continues its recent growth
06/29/2021
He will start his new role on July 14, 2021 and report to Kristi Mitchem, Chief Executive Officer, BMO Global Asset Management.
06/28/2021
BNY Mellon Wealth Management appoints Head of Philanthropic Solutions
She joined BNY Mellon Wealth Management more than 15 years ago as part of the Planned Giving group and also has experience in tax preparation and client relationship management.