02/14/2020
A First Republic spokesman confirmed that Feinstein is on leave but declined to comment on the reason or on sources’ allegations that the issue may have involved plans he was making to start his own advisory firm.
02/14/2020
The Barbaro, DeMartino & Tucker Group joins the firm in New Jersey with about $194 million in assets.
02/14/2020
Carr earned a Bachelor of Arts in Business Management/Finance from North Carolina State University and attended the United States Navy Supply Corps School.
02/13/2020
Young’s team will also head up the market executive strategy council, which includes eight market executives representing advisors to senior management, Barron’s writes.
02/12/2020
New model creates flatter line of business structure and brings greater focus and accountability to the company
02/12/2020
The Wilmington-based firm, with five advisors and assets of $654 million, joins CAPTRUST's wealth management practice
02/12/2020
Joyce is an accomplished senior operations executive with a diverse range of strategic and tactical experience
02/11/2020
The team’s unique capabilities in both wealth management and asset management bring extraordinary investment options to our high net worth and family office clients.
02/10/2020
Fiera Capital has built a world-class legal, corporate and compliance team and I am excited to be able to build on this momentum.”
02/10/2020
During her time there, Yared helped Goldman begin exploring ways to dip into cryptocurrency operations through investments and internal products.
02/07/2020
The staff includes 14 advisers who work directly with clients.
02/07/2020
They also highlight the diversity of thought, background and experience within our team that serves to foster greater creativity and innovation. ”
02/06/2020
Tech Industry Veteran Joins Firm’s Technology Growth Equity Team from Cisco
02/06/2020
Filla, CAIA, CSRIC, serves as a consultant to various defined benefit and health and welfare funds, public funds, and non-profits.
02/06/2020
James Virgo will be based in Mercer’s Toronto office
02/06/2020
Francisco will replace former president of wealth management Dimitri Eliopoulos, who departed the firm at the end of January to pursue another opportunity.
02/05/2020
Mr. Perry currently leads Broadridge's Global Sales, Marketing and Client Solutions organization.
02/05/2020
Prior to joining BNY Mellon Wealth Management, Williamson served as a Vice President and Wealth Advisor at Northern Trust.
02/05/2020
Almanac will operate as a distinct investment platform at Neuberger Berman.
02/05/2020
Since its founding in 1953, Weil & Company has achieved a position at the forefront of certified public accounting firms by implementing sophisticated tax and financial planning strategies.