03/25/2021
She replaces Thasunda Brown Duckett, a rising star at JPMorgan who left the largest U.S. bank in February to lead the retirement provider and financial services firm TIAA. (Editing by Jonathan Oatis)
03/25/2021
Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base
03/25/2021
Firm Continues to Invest in Growth to Build Financial Wellness Ecosystem Creating Connected, Intelligent Financial Lives
03/25/2021
Roberts will pick up that mantle after spending the past 25 years at Chase, the last two of which were as most CEO of Business Banking.
03/25/2021
Michael Arougheti, CEO and President of Ares Management, and Renée Beaumont, Former Partner at Generation Investment Management, to support the firm’s private equity impact investing.
03/25/2021
HoganBruen returns to HarbourVest after nearly three years at The Carlyle Group
03/25/2021
Aaron Keith said that when the team was considering moving they did not want to choose between small-firm values and large-firm strength and stability.
03/24/2021
The probe has been launched in response to an open letter published by two former employees last week.
03/24/2021
The entire team oversaw $368 million in client assets in 2019, according to Forbes, which ranked Taylor #21 on its top “Next Gen Best-in-State” list that year.
03/24/2021
Jin joins UBS with over 20 years’ of experience in the wealth management industry, most recently serving as a Senior Financial Advisor at Merrill Lynch Wealth Management.
03/23/2021
In her new role, she oversees client services for all of wealth management, family office services, and retirement plan solutions.
03/22/2021
Marc Rowan Assumes Role of CEO of Apollo
Jay Clayton Named Non-Executive Chair of Board; Richard Emerson and Dr. Kerry Healey Appointed Independent Directors
03/22/2021
Fogarty will report to Liz Nolan, executive vice president and head of Global Delivery. She will also join State Street’s Management Committee.
03/21/2021
Rockefeller Lands Merrill Team with $7.2-Mln Production in Cincinnati
“Teams like The Hambleton Fieler Group embody the Rockefeller mission and bring decades of combined experience to address the complex needs of wealthy individuals and families with a customized, holistic approach,” Parker said in a prepared st
03/19/2021
Bringing in this outstanding team of litigators further strengthens our client offering in Los Angeles.
03/19/2021
The Hambleton Fieler Group joins as Rockefeller’s first private wealth team in Cincinnati.
03/19/2021
Andrew Busser Named President, Family Office
03/17/2021
Ex-Merrill Lynch Ohio Team With $750M AUM Joins UBS
The team will report to Jon Ramey, UBS Wealth Management USA head of the Ohio independent market, and Michael Gatewood, Chicago market head, UBS Private Wealth Management.
03/17/2021
She to lead company’s digital capabilities, reimagine digital banking future for commercial and corporate clients
03/16/2021
His experience spans from government affairs, risk management, strategic communications, crisis management, stadium and facility development and sponsorships.