06/08/2021
There are many key qualities we look for in our employee owners, including exceptional job performance, adherence to the firm's core values, and contributing to the business beyond their job functions.
06/08/2021
The group's head is Brian Carlin, who used to be the head of J.P. Morgan's wealth management solutions.
06/08/2021
Edward Jones has boosted its manager research team, hiring a senior analyst from Morningstar.
06/07/2021
Lots of people bounce back, but Mr Barnum's rise to CFO of the banking giant is an unlikely Wall Street tale.
06/07/2021
The U.S. had about 5,800 public companies in 2020, a drop from more than 8,000 in 1997, he said. That’s driven in part by an ample pool of private capital, which is growing amid demand from institutional investors lured by promising returns.
06/07/2021
Before joining First Republic, he was a Vice President at JP Morgan and worked as Private Client Advisor at Goldman Sachs.
06/07/2021
Mr. McMillan joins AIG from Marsh McLennan where he served as Senior Director, Investor Relations.
06/07/2021
By hiring the team, Hirtle Callaghan gains offices in both of those cities, further expanding its national footprint, the firm says in a June 7 news release.
06/07/2021
Privacy leader will Co-Chair firm’s U.S. Data Solutions, Cyber and Privacy practice
06/07/2021
McNatt will lead the company’s center of excellence for investment solutions and experience
06/04/2021
Earlier in her career, Rowe was a consultant at human capital consultancy Korn Ferry.
06/04/2021
New additions show demand for supported independence model
06/04/2021
The recruitment win was just the latest of several for UBS in recent months.
06/04/2021
The team at Stratos is excited to welcome Truvium," said Jeff Concepcion, CEO and Founder, Stratos Wealth Network.
06/04/2021
Mark Lawrence joins United Fintech following 14 years at Goldman Sachs in senior sales roles in London, New York and Hong Kong
06/03/2021
John Tucker to be Promoted to Succeed Blake, and Karen Wong to Join as Global Head of ESG and Sustainable Investing
06/03/2021
“The appointment of a New York-based global practice head reflects the firm’s commitment to the U.S. market, where we continue to grow ambitiously having added 17 new partners in the U.S. in the last 12 months alone.
06/03/2021
These appointments will support the expansion of Brown Advisory’s international business
06/03/2021
DC Advisory US was formed in 2019 following the 2018 acquisition of boutique investment banks Signal Hill and Sagent Advisors.
06/02/2021
In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers, and Senior Wealth Strategy Associate Tyler Baker-Williams.