02/28/2019
The targets are companies with between $500 million to $2 billion in annual revenue and international ambitions, including known brands that already use JPMorgan for their U.S. business and companies whose owners are JPMorgan private wealth clients.
02/28/2019
The Aspera product portfolio provides insights into all major software vendors and SaaS applications.
02/28/2019
Raymond James’ technology and product selection were draws
02/28/2019
30-Year Industry Veteran to Lead Technology, Operations, Product and Innovation
02/28/2019
Anna will be responsible for building on the success of our Private Client practice
02/27/2019
As General Counsel of the broker-dealer, Solomon will lead the legal and compliance efforts across the Private Wealth Management and Strategic Advisory businesses.
02/27/2019
Noel O’Neill was promoted to president and head of global investing after more than two decades at the consulting firm.
02/27/2019
Mr. Fields is a 23-year SEC veteran who has served as Secretary of the Commission since 2014.
02/26/2019
He has over 20 years of tax experience and specializes in working with clients on various matters including compliance, consulting, transfer pricing and cross-border transactions.
02/26/2019
Eleven-member group will join RJ's employee unit in Birmingham, Mich.
02/26/2019
A Bank of America spokesman did not immediately respond to a request for comment.
02/26/2019
“He will be a valuable addition to our team as the secondary and direct private placement market continues to grow in size and scope.”
02/26/2019
Mr. Levy joins Weil from Skadden, Arps, Slate, Meagher & Flom LLP
02/26/2019
Prior to joining Pacific Oak Capital Markets Group, Koshan served in a similar capacity with KBS Capital Markets Group.
02/26/2019
He previously worked for 13 years as a senior portfolio manager at US Trust, managing USD2 billion in assets for families and foundations.
02/25/2019
A Caixa representative declined to comment.
02/25/2019
The vote on his appointment to the Swiss group's board of directors will take place on 2 May 2019.
02/22/2019
According to Procyon Partners CEO, Phil Fiore, Jim is a wonderful cultural fit with a business mix that aligns very well within the Procyon infrastructure.
02/22/2019
Prior to joining SS&C, Joe spent over 12 years at Citco
02/20/2019
Prior to joining FINTRX, Cohen was the Co-President of Wealth-X, the Insight Venture Partners-backed subscription data, and Software as a Service (SaaS), company.