12/21/2020
In her new role, experienced financial services professional Wendy will operate primarily under the banner of IQ-EQ subsidiary brand, Blue River, which became part of the group following its acquisition earlier this year.
12/18/2020
Marshall joins Dentons as a principal and will be based in New York.
12/18/2020
Their expertise and community involvement will serve valuable for our markets and aligns perfectly with our overall mission.
12/17/2020
Jones Day names 50 new partners
The promotion of these new partners reflects Jones Day's ongoing commitment to developing and advancing lawyers
12/16/2020
The team will report to Lane Strumlauf, Southeast Private Wealth Management Market Head.
12/15/2020
Mr. Certosimo is a non-executive Chairman and will continue in his role as a senior advisor to the executive team at Broadridge Financial Solutions.
12/15/2020
Peapack Private Wealth Management Hires Team from Noyes Capital Management
Scott and Leigh are joining the firm at the perfect time.
12/15/2020
BNY Mellon Wealth Management Announces Laura Kaplan as Market President in Miami, FL
Laura's significant experience in wealth management, and her deep knowledge of the Southeast market, will be a great addition to our Florida team as we continue to grow our Active Wealth offer for ultra-high-net-worth individuals and families.
12/15/2020
BCLP Appoints Jason Marty Chief Operating Officer
In addition to his experience as COO, he also has served as global director of operations and led the development of its Belfast Service Center and alternative legal services platform; global director of marketing; and global director of knowledge managem
12/11/2020
Craft is currently the chief of staff at Impact Partners client Fulcrum Equities, LLC
12/11/2020
Sharma was most recently at Morgan Stanley where he led coverage of IT Services, Outsourcing and Digital Transformation companies for more than a decade.
12/10/2020
BNY Mellon Wealth Management Appoints Head of Global Family Office
He joins BNY Mellon from the Family Office Exchange (FOX) where he served as Managing Director.
12/10/2020
Christopher Pitzak Joins UBS Private Wealth Management in La Jolla, California
His background as a business owner and as a former professional athlete enables him to bring a unique perspective to his client base.
12/10/2020
Todd Solash takes on responsibility for Life Insurance business
12/10/2020
This newly created position reflects the significance of the region to the group’s growth strategy and directly supports plans to expand its Americas offering and client base throughout 2021 and beyond.
12/09/2020
Keith brings over ten years of experience at two of the largest asset management firms in the United States - Fidelity Investments and Fisher Investments.
12/09/2020
Former Merrill Lynch Group Previously Oversaw $500 Million, Pushing Snowden Lane Over $6 Billion in Total Client Assets
12/09/2020
Yoss completes leadership team for Wells Fargo’s enhanced, centralized, and independent Corporate Risk model
12/09/2020
Owen’s leadership has consistently led to greater innovation in financial services.
12/09/2020
George regularly counselled clients on all aspects of fund management and governance, including capital raising, investor issues, trading and investment due diligence as well as management of conflicts.