11/20/2020
Seasoned Impact Investing Professional Brings Nearly a Decade of Experience Advising and Educating Family Offices and Foundations on How to Align Their Financial and Impact Goals
11/19/2020
BNY Mellon Wealth Management Names Market President in Houston, TX
Adam joins BNY Mellon from Bank of America Private Bank
11/19/2020
Previous roles have included head of real estate client strategy
11/19/2020
In this role, he provided strategic and operational advice to entrepreneurs, management teams, boards of directors, and government agencies.
11/19/2020
Besca will be a member of the board's Audit Committee.
11/19/2020
Prior to joining Blackstone, Ms. Morgan served as Co-Chief Executive Officer at SAP
11/18/2020
The new structures and related appointments are effective on 1 January, 2021.
11/18/2020
Currently Global Head, Commercial Real Estate and Industries, Standard Chartered, Steve will relocate from Singapore to assume his new role effective 1 January 2021.
11/18/2020
To qualify for membership, a lawyer must have no less than 10 years' experience in the active practice of probate and trust law or estate planning.
11/18/2020
Johanna Lasker will be responsible for BNPP AM’s strategy, leadership, governance and regulatory matters.
11/18/2020
In this role, Mr. Rajagopal will lead SBH's ESG initiatives, working in close coordination with the firm's investment teams
11/17/2020
$2B team quits Morgan Stanley to join LPL enterprise
Levin said their partnership with LPL and Gladstone gives them a platform to build a high-end, boutique firm that can support their clients’ comprehensive financial needs.
11/17/2020
Goldman Sachs is the world’s top-ranked mergers firm with roles on $758.6 billion in deals so far this year, according to Dealogic.
11/17/2020
Truist hires Karakaplan to lead newly formed Enterprise Payments Group
Karakaplan brings more than 20 years of payments experience including leadership roles in strategy, corporate development, and product management.
11/17/2020
Marissa Dungey elected as American College of Trust and Estate Counsel fellow
With this appointment, Ms. Dungey becomes the 11th Withers attorney to be elected as an ACTEC Fellow, one of the largest numbers of ACTEC Fellows at a private client law firm when compared to others.
11/17/2020
Diverse new members bring wide-ranging experience and insights from banking, large corporations and tech startups to M&T's Board
11/17/2020
An industry expert in risk management, he will oversee the firm’s Credit Risk services for banking, FinTech, and mortgage clients.
11/16/2020
He will be based in London and report to Max Lami, European Chief Executive, and Emmanuel Durand, Global Head of Consumer Investment Banking.
11/16/2020
Prior to joining United Wealth Management, he served as SVP, market director of fiduciary services with Hawthorn, PNC Family Wealth in the Washington, D.C., and Baltimore Family Office for PNC Bank.
11/13/2020
Uruguay wealth shop bags Indosuez advisor for Brazil team
Aqua WM runs $1 billion in assets for clients in Brazil, Argentina, Uruguay and Paraguay.