02/04/2020
The recruits, who were previously with Morgan Stanley, joined the bank’s elite unit serving high-net-worth and ultrahigh-net-worth clients.
02/03/2020
Thomas J. Aaron, CPA, and Jill P. Meyer, Esq., directors of Cincinnati Financial Corporation, and Angela O. Delaney, senior vice president responsible for sales and marketing, were additionally appointed as directors of all property casualty subsidiaries.
01/31/2020
Morgan Stanley created another vacancy last week when it elevated Ben Firestein, a longtime complex manager in New York City, to head national recruiting.
01/31/2020
The promotions of eight professionals – the most in firm history – reinforces Lincoln's dedication to developing talent, bolstering its global leadership ranks and deepening sector and service expertise.
01/29/2020
Prior to that, he served as CEO of Chase Wealth Management, and before that, in similar senior leadership roles at U.S. Bank and Charles Schwab.
01/23/2020
The team manages two actively managed investment mandates for investors seeking both financial and social returns: the Gender Parity Portfolio, a gender lens strategy, and the Diversity & Inclusion Portfolio, which analyzes 24 metrics related to diver