05/20/2019
Boston Private Adds Managing Director
Prior to joining Boston Private, Maguire worked as the investment and treasury manager at Draper in Cambridge, Mass.
05/20/2019
Prior to joining Boston Private, Maguire worked as the investment and treasury manager at Draper in Cambridge, Mass.
05/17/2019
Experienced Leader Focused on Personal Client Service and Growth
05/16/2019
He holds a bachelor's degree in accounting from Fordham University and an MBA from Columbia University.
05/16/2019
Weiden began his banking career with Wachovia in 2006.
05/16/2019
Gifford did not respond to a request for comment sent via social media, and a Merrill spokeswoman said she could not immediately comment.
05/16/2019
“Our firm’s focus is helping more people take action so they can be prepared for retirement,” Case said.
05/16/2019
Prior to joining Spearhead, Mr. Fineburg was employed by Greycourt & Co. for twelve years, serving as an advisor on $1.4 billion of discretionary and non-discretionary assets in both US and non-US domiciles.
05/16/2019
Fawcett, who was born and has lived in Boston and is a dual citizen of the United States and the United Kingdom, has extensive and diverse global financial services experience.
05/15/2019
Markel, Appointment, Nick Lazarus, North America, Property, Reinsurance, London
05/15/2019
His financial advisory practice is centered around asset allocation strategies with a focus on fixed income, equities, MLPs, private equity and private credit investments.
05/15/2019
She obtained her J.D. from New York University School of Law and a B.A. from Queens College, City University of New York.
05/14/2019
Many of the founders at Altamont Capital Partners came from Golden Gate Capital.
05/14/2019
During his career, Fellas has also worked as a portfolio manager at flagship Hedge Funds, Segantii Capital Management
05/14/2019
Known primarily for his work developing capital relief-driven solutions
05/13/2019
“That may mean using acquisition, bringing advisors from large wirehouse firms, or bringing on independents. We are open to any avenue of talent.”
05/13/2019
Phua is the first Julius Baer banker to jump to Pictet in Asia.
05/13/2019
Jackson started his industry career at Wells Fargo in 2002 as a private banker and joined Hallick and Spell’s team as a financial advisor in 2012, Raymond James says.
05/13/2019
“The diverse investment platform and expanded reach available through our affiliates, combined with the evident culture that manifests here, makes all of us uniquely positioned to deliver end-to-end solutions that meet our clients’ needs.
05/13/2019
Kevin O'Regan Hired as Senior Wealth Advisor for Wealth Management Firm's Northeast Region
05/10/2019
A round-up of the latest people moves and M&A deals in North America