12/12/2018
Aksala Wealth Advisors Joins HD Vest Network
Guido said he chose to partner with HD Vest Network because of their commitment to managing taxes and wealth together, which he views as an advantage in a competitive marketplace.
12/12/2018
Guido said he chose to partner with HD Vest Network because of their commitment to managing taxes and wealth together, which he views as an advantage in a competitive marketplace.
12/12/2018
He was previously a senior vice president and wealth advisor at Neuberger Berman
12/11/2018
Montemayor had joined Morgan Stanley's Miami office in March 2017 from Deutsche Bank where he was a managing director.
12/11/2018
In this role he oversaw all debt and equity investing, asset allocation, and investment management for the billion-dollar multi-generational family office.
12/11/2018
Prior to joining RBC GAM, Catherine has held leadership roles at the New York City Retirement Systems, Bureau of Asset Management and at Goldman Sachs, Lehman Brothers, Paloma Partners and C3 Capital.
12/11/2018
Before getting into recruiting, Bianchini worked as a wealth management analyst at Bank of America Merrill Lynch.
12/11/2018
Sergio Ermotti, the bank's chief executive officer, wants to grow the business in a market that has a volume of about $2.4 trillion.
12/11/2018
Mr. Parrot is expected to start in early March 2019.
12/10/2018
Ryan and Epperson oversee assets totaling $1.4 billion and $800 million, respectively
12/07/2018
Mr. Eliopoulos is acquainted with Morgan Stanley because CalPERS hired Morgan Stanley Investment Banking to help restructure the pension fund's troubled housing portfolio.
12/07/2018
Tillman’s exceptional reputation, first-class talent, and focus on innovation made this a really attractive opportunity for me.”
12/06/2018
Kajani, a managing director, joined Citi in 2009 from UBS and has advised on more than 100 transactions including mergers and acquisitions, initial public offerings, pre-IPO capital raising and debt deals
12/06/2018
The promotions of Melanie and Christopher exhibit our continuing growth and commitment to providing exemplary investment banking advice and service to the middle market.
12/06/2018
Fisher brings nearly 50 years of experience in the industry to Baird and founded the St. Louis branch of Oppenheimer in 1990. He is a graduate of University of Pennsylvania where he earned a bachelor's degree in economics.
12/06/2018
Margolies served as lead counsel on Finra cases involving securities fraud, outside business activities, suitability, anti-money laundering and customer protection rules, among others, the company says.
12/05/2018
New fixed-income chief, elevated in September, will take on portfolio management duties on seven of the firm's bond funds
12/05/2018
Blake joined William Blair as an Institutional relationship manager in 2005
12/05/2018
The two new leaders bring different perspectives to the management team
12/05/2018
Tengler was most recently Senior Vice President, Chief Investment Officer, and Heartland Investment Committee Member of Heartland Financial USA, Inc.
12/05/2018
Bank of America Corp added two executives to its management team to fill the role left by former global wealth management chief Terry Laughlin, who passed away unexpectedly in October, the bank said in a statement on Tuesday.