09/23/2019
As we continue our efforts to create a new kind of financial services advisory firm, we are pleased that Shelly and Marty will bring their deep and diverse experiences to our Board,” said Gregory J. Fleming
09/20/2019
Tocqueville Asset Management boost wealth team
He has nearly 20 years of experience in the industry.
09/20/2019
RBC Names New Recruiting Head for U.S. Wealth Business
She also oversaw credit strategies and business development for the bank-owned wealth management firm.
09/20/2019
Veris Wealth Partners Names New COO
Cohn Rupp has a bachelor's degree in politics and philosophy from the University of Bristol
09/20/2019
Asset manager boosts wealth team
He will work with the group in all facets of its business, with specific focus on managing equity and balanced strategies.
09/20/2019
He appointment follows a career spanning both the public and private sectors.
09/20/2019
Michael Pinckney also joins Cresset as a partner and wealth advisor for the Chicago office.
09/19/2019
Vistra Bolsters Its North American Client Services and Sales Teams
The appointments are part of Vistra’s efforts to bolster its client services and sales teams in North America as the organisation expands its capabilities and presence in the region.
09/19/2019
Cartica Management Names Managing Director of ESG and Sustainability
Ms. Ahern has more than 15 years of experience, with a proven track record of success in the areas of ESG management, social impact diligence, and corporate responsibility.
09/18/2019
Swartz, who had been complex manager of the firm’s High Street location, adds two other legacy Smith Barney branches on 53 and 28 State Street.
09/18/2019
Slade comes to Lodgepine from Hamilton Capital Partners
09/17/2019
His title of managing director generally indicates a broker who produces at least $2.5 million in annual revenue, according to a person familiar with Merrill’s compensation plan.
09/17/2019
In addition to promoting team engagement and partnership, this ‘relationship-led’ model provides greater consistency from market to market, and enhances our ability to recruit and retain top talent.
09/17/2019
Sylvia Khatcherian is deputy general counsel for hedge fund giant Bridgewater
09/17/2019
With her appointment coinciding with the office’s fifth anniversary this year
09/17/2019
Swiss private bank poaches five-person team from Credit Suisse for Brazil biz
Hiring Credit Suisse's Jorge Torea, a managing director within its Brazilian unit who has been with the firm for 14 years, alongside four other members of his team, according to a source familiar with the matter.
09/17/2019
Co-chair of Lathams’ corporate department Nick Cline commented: ‘Chris has a terrific blend of transactional and regulatory experience that will be of great value to our clients in the UK and globally.’
09/17/2019
He is also the lead client executive on a portfolio of captive insurance companies, both pure and group.
09/16/2019
Ted has 22 years of experience beginning his financial services career with Merrill Lynch in 1996.
09/16/2019
Sentinel Trust Announces New Chief Investment Officer
Todd joins Sentinel Trust from Athena Capital Advisors