02/19/2020
Adding to the pain of losing high-producing and influential teams—both Devine and Zakrocki were on Goldman’s Advisory Council and Zakrocki and Clearly were elevated to managing directors in 2017—is their relatively young age.
02/19/2020
Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific additions to our expanding team of wealth management professionals
02/19/2020
The appointments are part of a sweeping reshuffle in which some senior executives will take on "rainmaker" roles.
02/19/2020
Cloutier said Ottaviano’s “proven ability to understand business needs and challenges, coupled with her excellent experience developing financial and risk management strategies, make her a valuable addition to our strong leadership team.&r
02/18/2020
"Klepacki brings a disciplined and client-focused mindset that supports our commitment to providing tailored and sustainable solutions to investors," said Thomas Wittwer, chief executive officer of Vontobel Asset Management, US.
02/14/2020
A First Republic spokesman confirmed that Feinstein is on leave but declined to comment on the reason or on sources’ allegations that the issue may have involved plans he was making to start his own advisory firm.
02/14/2020
The Barbaro, DeMartino & Tucker Group joins the firm in New Jersey with about $194 million in assets.
02/14/2020
Carr earned a Bachelor of Arts in Business Management/Finance from North Carolina State University and attended the United States Navy Supply Corps School.
02/13/2020
Young’s team will also head up the market executive strategy council, which includes eight market executives representing advisors to senior management, Barron’s writes.
02/12/2020
New model creates flatter line of business structure and brings greater focus and accountability to the company
02/12/2020
The Wilmington-based firm, with five advisors and assets of $654 million, joins CAPTRUST's wealth management practice
02/12/2020
Joyce is an accomplished senior operations executive with a diverse range of strategic and tactical experience
02/11/2020
The team’s unique capabilities in both wealth management and asset management bring extraordinary investment options to our high net worth and family office clients.
02/10/2020
Fiera Capital has built a world-class legal, corporate and compliance team and I am excited to be able to build on this momentum.”
02/10/2020
During her time there, Yared helped Goldman begin exploring ways to dip into cryptocurrency operations through investments and internal products.
02/07/2020
The staff includes 14 advisers who work directly with clients.
02/07/2020
They also highlight the diversity of thought, background and experience within our team that serves to foster greater creativity and innovation. ”
02/06/2020
Tech Industry Veteran Joins Firm’s Technology Growth Equity Team from Cisco
02/06/2020
Filla, CAIA, CSRIC, serves as a consultant to various defined benefit and health and welfare funds, public funds, and non-profits.
02/06/2020
James Virgo will be based in Mercer’s Toronto office