01/16/2020
Florida region, where she oversaw a team of investment, fiduciary and private banking professionals broadly serving the wealth management needs for high net worth families, individuals, entrepreneurs and charitable organizations.
01/16/2020
Joe’s ability to find solutions to the most complicated M&A and capital markets challenges is unequalled, so adding Joe to the Evercore team demonstrates our deep commitment to delivering best-in-class investment banking services.
01/16/2020
These lawyers are relentlessly focused on our clients," says managing partner David Djaha.
01/15/2020
Legendary Sports Broadcaster and Community Service Leader Doug Logan Joins Pinnacle Holding Company, LLC as Chief Branding Officer
01/15/2020
The move strengthens the New York-based holding company’s already formidable executive lineup and underscores the company’s bid to become a major player in the RIA M&A market.
01/15/2020
In this capacity, Mr. Krishnan will be responsible for developing and implementing a range of strategies related to profitable growth for the business, including sales and distribution, claims and product development for the company's large account a
01/15/2020
The group offers tailored solutions for a variety of US clients including endowments, not-for-profits, institutions, domestic private clients, family offices and UK expats.
01/15/2020
Tom Buhrmann Becomes the Firm’s Seventh Principal
01/15/2020
Mr. Beck is based in New York and reports to Jay Springer
01/14/2020
He most recently was a regional retail manager for 19 months at Equity Bank, and for 14 years before that was a regional manager at Sunflower Bank.
01/14/2020
Muthukrishnan to Lead Technology, Data Analytics and Digital Transformation Teams
01/14/2020
The moves come in response to the French bank appointing a new head of its US investment banking business.
01/14/2020
Tim Smollen Appointed as Global Head of Global Securities Lending Solutions
01/14/2020
Blackstone Insurance Solutions was formed in 2018
01/14/2020
As CIO, Mr. Hart will guide the firm’s investment philosophy, research and portfolio management processes
01/14/2020
Based in Dallas, Hilltop Securities manages $1.1 billion for approximately 3,800 accounts, according to its latest Form ADV.
01/13/2020
Brian Odendaal, Chief Operating Officer of AMX, says: "Kerrie is a self-driven and creative thinker, with a track record of designing innovative client-centric solutions and managing large-scale initiatives."
01/13/2020
Andrew Schwartz Promoted to Partner; David Wolmer and Schwartz added to Executive Committee
01/13/2020
Suarez, 49, holds an MBA in Finance from Pace University’s Lubin School of Business, and is a Certified Financial Planner.
01/13/2020
Argenti, 52, is a first-year partner who joined the bank in September from Amazon AMZN.O Web Services, where he was vice president of technology in charge of Amazon.com Inc's cloud product services.