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
03/15/2020
She will play a critical leadership role on our Operating Committee as we continue to work on our company’s top priority of meeting regulatory expectations.
03/13/2020
Wealth Management Pundit Jumps Ship. It’s a Big Deal.
The move ends Kitces’ 17-year-plus tenure at Pinnacle Advisory Group, a wealth management firm based in Columbia, Md.
03/13/2020
Arthur J. Gallagher appoints new director
He served in roles of increasing responsibility at Eli Lilly and Company
03/13/2020
We pride ourselves on providing the highest level of services and support for our clients and believe Sandra will be a wonderful addition to the team.
03/13/2020
First Derivatives, a global software and consulting company, has appointed Kathy Schneider as Chief Marketing Officer reporting directly to Seamus Keating, First Derivatives’ Chief Executive Officer.
03/12/2020
He has been appointed co-manager of the Sarasin Responsible Global Equity fund and deputy manager for JSS Sustainable Equity - Global Thematic.
03/12/2020
Mr. Colter will be responsible for spearheading new acquisitions and dispositions
03/11/2020
Former Media Executive and Financial Industry Veteran Joins Media & Tech-Focused Boutique Investment Bank
03/11/2020
PGM promote their products to a diverse global client base in the exchange traded derivatives, OTC, and FX markets.
03/11/2020
The duo have earned recognition in the South Florida real estate market for their expertise and depth of experience in high-profile real estate matters.
03/10/2020
Company Continues to Expand Canadian Institutional Team