02/20/2020
This honor, spotlights Berdon's commitment to excellence in the delivery of client service which is best demonstrated by our approach of listening to client issues, solving their problems, and delivering innovative solutions that exceed expectations.
02/20/2020
Thompson was previously an account executive at CoverX Specialty, underwriting excess and specialty insurance accounts.
02/20/2020
Hendrick said: “I am proud of the work done together with our colleagues in creating the new AXA XL division. As I move on, I am convinced that the expertise, ability to innovate and customer focus which are at the heart of our DNA will be key asset
02/20/2020
Mr. Skjerven’s start date has yet to be determined
02/20/2020
The twin roles complement an already-existing position held by Grant Thornton Partner Tony Perazzo
02/19/2020
Adding to the pain of losing high-producing and influential teams—both Devine and Zakrocki were on Goldman’s Advisory Council and Zakrocki and Clearly were elevated to managing directors in 2017—is their relatively young age.
02/19/2020
Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific additions to our expanding team of wealth management professionals
02/19/2020
The appointments are part of a sweeping reshuffle in which some senior executives will take on "rainmaker" roles.
02/19/2020
Cloutier said Ottaviano’s “proven ability to understand business needs and challenges, coupled with her excellent experience developing financial and risk management strategies, make her a valuable addition to our strong leadership team.&r
02/18/2020
"Klepacki brings a disciplined and client-focused mindset that supports our commitment to providing tailored and sustainable solutions to investors," said Thomas Wittwer, chief executive officer of Vontobel Asset Management, US.
02/14/2020
A First Republic spokesman confirmed that Feinstein is on leave but declined to comment on the reason or on sources’ allegations that the issue may have involved plans he was making to start his own advisory firm.
02/14/2020
The Barbaro, DeMartino & Tucker Group joins the firm in New Jersey with about $194 million in assets.
02/14/2020
Carr earned a Bachelor of Arts in Business Management/Finance from North Carolina State University and attended the United States Navy Supply Corps School.
02/13/2020
Young’s team will also head up the market executive strategy council, which includes eight market executives representing advisors to senior management, Barron’s writes.
02/12/2020
New model creates flatter line of business structure and brings greater focus and accountability to the company
02/12/2020
The Wilmington-based firm, with five advisors and assets of $654 million, joins CAPTRUST's wealth management practice
02/12/2020
Joyce is an accomplished senior operations executive with a diverse range of strategic and tactical experience
02/11/2020
The team’s unique capabilities in both wealth management and asset management bring extraordinary investment options to our high net worth and family office clients.
02/10/2020
Fiera Capital has built a world-class legal, corporate and compliance team and I am excited to be able to build on this momentum.”
02/10/2020
During her time there, Yared helped Goldman begin exploring ways to dip into cryptocurrency operations through investments and internal products.