02/04/2021
Redhawk Wealth Advisors, Inc., a national full-service registered investment advisor, is pleased to announce an advisor team from Merrill Lynch, that manages $150 million in assets under management, has joined the firm.
02/03/2021
Jeff Bezos has chosen to end his remarkable tenure as CEO on an unquestionable high.
02/03/2021
He began his career as a portfolio analyst with Wood Asset Management, a Sarasota-based RIA.
02/03/2021
Wealth manager Christopher Knapp joins to establish Houston office
02/03/2021
Ms. Kest has 15+ years of legal and compliance experience within the financial services industry.
02/03/2021
Team to Partner with Financial Professionals to Develop Programs That Drive Growth and Enhance Service Experience While Fostering Deeper Sense of Community
02/03/2021
Kevin joins BNY Mellon Wealth Management from Bessemer Trust
02/02/2021
Prior to joining Endurance, Everbach served for half a decade as President, Central Region | USA of Colliers International Group Inc.
02/01/2021
Cincinnati Financial Corporation has announced that on January 29, 2021, boards of its subsidiary companies held their regular meetings and appointed directors, officers and counsel
01/31/2021
Dixon brings with him 16 years of experience in asset management, family office services, and private banking.
01/29/2021
Mercer Canada appoints Geoffrey Melbourne, Neil Lloyd to wealth group leadership roles
Melbourne has worked with large, complex organizations in both the private and public sectors, advising on pension plan strategies, including financial and risk management, design, plan governance and administration.
01/29/2021
Northern Trust Expands Family Office and Private Investment Group
Philip’s appointment reinforces our commitment to serving the growing needs of family offices in the East region.
01/29/2021
Piper Sandler Expands European Healthcare Investment Banking with the Hiring of Vincenzo di Nicola
He will expand the firm’s European healthcare team and the global pharma outsourcing coverage, and will be based in the firm’s London office.
01/29/2021
Advisor Joins Ameriprise and Nearly Doubles Assets Within the First Month
After 35 years at wirehouses, former Wells Fargo advisor Mitchell Rock credits Ameriprise’s brand, culture of service and integrity to helping him grow his assets
01/28/2021
Mr. Baltimore has led Park Hotels & Resorts since 2016, when he joined the company shortly before its spin-off from Hilton Worldwide Inc. In 2017, he was elected Chairman of the Board.
01/28/2021
Appointment further demonstrates focus on scaling KKR’s Private Credit business globally
01/28/2021
Neil Fyfe was most recently the Vice President of Global Accounts Technology at Sabre Corporation
01/28/2021
Unlike Morgan Stanley’s return to recruiting experienced brokers after a budgetary halt, Merrill has been out of the market since 2017, relying on trainees and the hiring of novice advisors.
01/27/2021
This appointment emphasizes the importance that we place on these goals and the critical nature of Anna's work with me and our Executive Committee to apply an inclusion and diversity lens across all aspects of our Strategy and in its implementation.
01/26/2021
New sector chief executives for Asia Pacific, UK, Europe, the Middle East and Africa, and the Americas