07/09/2021
GCG Wealth Management has announced a recruitment into their new Lake Norman office after recently announcing multiple acquisitions and a new Charlotte headquarters in South End.
07/09/2021
"Lisa did almost all of the financial planning for the top financial advisors at her previous firm. She is extremely talented and we are lucky to have her."
07/09/2021
Gina joins a team who have held leadership positions in the nation’s intelligence, enforcement and regulatory agencies and who counsel clients on globally significant matters.
07/09/2021
Patel will be based out of Houston and will report to Kara McShane, the bank’s head of commercial real estate.
07/08/2021
Glen Mintz joins to support the firm’s portfolio management strategy for ultra-high-net-worth clients
07/08/2021
“We hope to find just the right fit to grow out the team—advisors who share our standards and would complement how we do business,”
07/08/2021
Mr. Miller joins Evercore from BNY Mellon Wealth Management, where he worked as a national wealth strategist, advising clients on tax, trusts and estates, charitable planning and family governance.
07/08/2021
Gumbs will succeed Adam Amsterdam
07/08/2021
Ravi Purohit adds significant experience in the infrastructure and energy industries.
07/08/2021
Sabater currently sits on the board of PDC Energy while Stewart works for Ankura Consulting Group as chief innovation and business intelligence officer.
07/08/2021
Industry Veteran Brings Unique Expertise in Capital Raising and Established Institutional Relationships
07/08/2021
Patel has been with Wells Fargo for more than 25 years
07/07/2021
SiriusPoint has named a new chief financial officer (CFO) in Bermuda.
07/07/2021
Managing Director Joins JMP Securities With Focus on Financial Technology
07/06/2021
He brings more than 25 years of investment banking and sponsor coverage experience to Rothschild & Co
07/06/2021
“Dan has already played an integral role in developing industry-defining policies and procedures that enhance Brane’s highly secure custody of digital assets"
07/06/2021
Ms. Harris brings over 20 years of experience focused on strategic, operational and financial leadership activities.
07/06/2021
Firm Continues to Drive Strong Growth in Investment Banking through Focused Additions of Senior Talent
07/06/2021
Patrice brings over 30 years of financial experience to this role, including two decades of wealth and 15 years of large corporate lending experience.
07/05/2021
Based in Dallas, TX, Gordon is a 30-year veteran in financial services and joins BankFinancial from Wells Fargo, where he spent over 13 years as a Senior Relationship Team Manager in the ABL/Accounts Receivables Financing Group.