09/15/2020
Most recently, she was a Managing Director and Head of Client Solutions for GS Personal Financial Management, where she led efforts to provide advice and wealth management solutions for the firm’s high net worth clients.
09/15/2020
James O’Sullivan will now lead IGM Financial and Damon Murchison will lead IG Wealth Management
09/15/2020
Impax had £19.3 billion ($25.8 billion) in assets under management as Aug. 31.
09/15/2020
Margaret Franklin, CFA, President and CEO, CFA Institute, said: “I am looking forward to working with Daniel, Maria, and our entire all-volunteer Board as together we seek to navigate these unsettled times. I am proud of our Board’s commitment
09/15/2020
Canopius said it will draw on its partnership with Samsung Fire & Marine Insurance (SFMI), which became a significant minority investor in Canopius in 2019, by using its admitted paper to underwrite more US business.
09/15/2020
He will continue to work with Hannover Re on structuring bespoke transactions, utilising the full complement of capabilities to appropriately address client needs.
09/15/2020
The committee is composed of prominent members of the US business community and Ms. Yomi-Ajayi is the sole representative of an African institution.
09/15/2020
Marc Becker and Joanna Reiss Named Co-leads of Impact, Lisa Hall Appointed as Chair of Impact
09/15/2020
Will has been devoted to providing exceptional value to clients since starting in the industry, and was identified as an emerging talent, leader and investor early in his career.
09/14/2020
Mr. Cannon brings 27 years of market experience and deep client relationships in the CMO markets.
09/14/2020
He is admitted to practice in Washington, DC and California.
09/13/2020
The team is the 24th to join Rockefeller this year, and the fourth to join the firm during the month of September.
09/11/2020
Jane Fraser is a member of the Board of Dean’s Advisors at Harvard Business School, serves on Stanford University’s Global Advisory Council and is a member of the Council on Foreign Relations.
09/11/2020
Wayne will work alongside an experienced team of licensed portfolio managers to help clients achieve long-term success and prosperity using an entirely comprehensive and holistic approach.
09/11/2020
Prior to establishing Nobilis Wealth, LLC, Hollmann served as First Vice President at Wells Fargo Advisors.
09/11/2020
Before joining the firm, Lane was a partner at Partnership Capital Growth, a boutique investment banking providing M&A and private placement services to health and wellness-oriented businesses.
09/10/2020
Greenwich-based Firm Continues Expansion of Private Commercial Banking
09/10/2020
The group together produced $5.2 million in annual revenue, the brokers said in an interview about their move.
09/10/2020
Mr. Sosa has more than 25 years of experience in insurance and finance, including 13 years at Chubb.
09/10/2020
Industry Veteran to Lead New Effort Focusing on Women-Owned Businesses