05/28/2021
Xu earned her MBA from New York University's Stern School of Business and bachelor's degree from the University of International Business and Economics. She also holds Chartered Financial Analyst (CFA) and Chartered Property Casualty Underwriter
05/28/2021
Before entering the financial services industry, Chuck served in the U.S. Army as a paratrooper and multilingual interrogator serving in Bosnia and Russia.
05/28/2021
Camille started at BNY Mellon Wealth Management as a high-performing client strategist and stepped into the DC Regional President role quickly earning the trust and admiration of her team as a great leader and business builder
05/28/2021
The Oakville team’s decision to join Foundation Wealth was driven by a desire to match their entrepreneurial drive with a firm that is committed to raising the quality of advice delivered in Canada.
05/28/2021
Amy Chaput and Monica McEwen will support government agencies in advancing their data analytics efforts to become more efficient and better deliver core public services to citizens.
05/27/2021
The firm merged in 2019 to create the largest law firm in the country. Marcel has particular expertise in advising Latam families and business owners with corporate holding and asset protection structures.
05/27/2021
The latter blew an $4.7 billion hole in its profits in the first quarter and prompted a swift cash call from staunchly loyal big shareholders as well as some super-wealthy individuals.
05/27/2021
Wall Street Giant JPMorgan has turned to stockbroker CLSA for two equity research hires.
05/27/2021
The siblings, who have worked together for six years, first at Credit Suisse Group AG’s private-banking group and then at JPMorgan Securities’s Chicago office, often invest together on private deals.
05/26/2021
Marie, Steve and Matt each bring professional fiduciary, wealth planning and investment expertise which complement our Active Wealth framework in helping existing and new clients preserve and grow their wealth.
05/26/2021
Schmieding most recently served as managing director at Abbott Downing, a Wells Fargo division that provides customized wealth management solutions to ultra-high-net-worth clients.
05/26/2021
In his new role Landry serves as director of advanced planning for Credent, a newly created position.
05/26/2021
"Because of people’s change of domicile these days, it’s incredibly important to be national in your estate-planning practice,"
05/26/2021
Penny Novick and Kim Shaw were appointed as the new Global Co-Heads of Morgan Stanley's prime brokerage.
05/26/2021
Exit comes after firm lost $911 million over Archegos
05/25/2021
Heather Berger and Chris Buchanan promoted to Co-Leads of Institutional Client and Product Solutions
05/25/2021
Before moving to the insurance industry, Stoddard worked on deals and financing transactions at firms including Blackstone Group Inc and Credit Suisse Group AG.
05/24/2021
Scott Grenert and Kevin MacIntyre are highly regarded wealth managers in the Boston area and have been successful providing comprehensive solutions to clients with complex needs.
05/24/2021
She will work across the company and with industry partners to ensure Wells Fargo is strategically aligned and positioned for growth opportunities in the payments industry.
05/21/2021
Sanctuary Wealth has attracted Rodolfo 'Rudy' Rake, a former tennis pro turned financial advisor.