04/01/2020
Dr. Cooper also led the firm’s investment committee. Dr. Cooper and her Athena Capital team developed an endowment investing approach to building diversified portfolios for a variety of clients, including high-net-worth clients and their families.
04/01/2020
Mr. Crager, a co-founder of the company and President since 2002, has served as Interim Chief Executive Officer since the tragic accidental death of Envestnet Founder and CEO Jud Bergman
04/01/2020
Charles Smith to lead ongoing digital transformation servicing wealth management firms and their advisors.
04/01/2020
Advisor Group's CEO talked to ThinkAdvisor about the hire of Gregory Cornick and the firm’s recent downgrade by Moody’s.
03/31/2020
These ongoing efforts show our commitment to providing a single-source solution in the private equity space, including the ability to support a growing need to outsource
03/31/2020
Miyabe joined Northern Trust in 2019 as the West Region Practice Lead for Estate Settlement Services.
03/31/2020
The move is notable because Merrill has had a close-to-ironclad freeze on hiring experienced brokers for two years.
03/30/2020
He is based in London and reports to Iain Stealey, international CIO of fixed income.
03/30/2020
The appointments include Nick Clay and Andrew MacKirdy, co-managers of a £5.2bn top-performing fund
03/30/2020
Prior to being named interim CEO in September
03/26/2020
The extension aims to “help our advisors focus on the needs of their clients during these unprecedented times,” the company said.
03/25/2020
He previously served as Southwest regional manager overseeing 825 advisors in southern California, Hawaii, Arizona, New Mexico and Colorado, and for a time ran the Orange County complex.
03/25/2020
Firm Continues Growth in EMEA with Trade Surveillance, Market Risk Tools Addressing European Market Rules, Regulations
03/25/2020
Stefan is a strategic, commercially minded dealmaker who will add greater depth to our M&A and private equity teams.
03/25/2020
Jessica brings to us a wealth of experience across a range of HR functions
03/20/2020
Mr. Lemay has grown and evolved within our organization since 2012
03/19/2020
Board member disagreed with founder over governance and political policies
03/18/2020
Prior to joining GE, Plimpton was the managing partner of a law firm and provided legal counsel to a variety of corporate clients in the manufacturing, agricultural, and tourism industries.
03/18/2020
Hong Kong-based firm acquired the business from Devere in December 2018
03/16/2020
Industry veteran tapped to grow the firm’s ultra-high-net-worth boutique