01/10/2020
He joined HilltopSecurities’ legacy firm, First Southwest Company, in 1992, where he served as chief financial officer, financial and operations principal, and head of correspondent clearing and securities lending, among other roles.
01/09/2020
Kathleen Fisher to Retire as Head of Wealth and Investment Strategies at Bernstein Private Wealth Management
01/09/2020
Patrick will be responsible for Barings' financial strategy, performance and reporting.
01/08/2020
Prior to joining BNY Mellon Wealth Management, he served as a Private Client Advisor and Senior Vice President at Bank of America Private Bank, where he was responsible for the acquisition of new clients
01/08/2020
While the firm’s executives say they target million-dollar-and-above producers, several U.S. brokers said a significant number of their colleagues are in the $700,000-$1 million range.
01/08/2020
Prior to joining BNY Mellon Wealth Management, Kent served as a Private Wealth Management Division Executive at SunTrust, where he was responsible for driving revenue growth and development of key corporate and market initiatives.
01/08/2020
Marc regularly shares his exceptional insights with the broader tax and legal communities
01/08/2020
Prior to that role, Thomas was the Chief Executive Officer of GenSpring Family Offices, SunTrust's multi-family office subsidiary, which provides independent advice to ultra-high net worth families.
01/08/2020
David will be responsible for continuing to transform and grow these businesses while delivering best-in-class customer experiences.
01/07/2020
“We look forward to him leading Everest Insurance® North America P&C with the same level of enthusiasm, focus and results”
01/07/2020
A former partner and managing member at JBG Companies, Cinkala oversaw that company’s mixed-use development projects
01/07/2020
Sloan to report to Chief Risk Officer Mandy Norton
01/06/2020
Private Funds Partner Omoz Osayimwese Joins Dechert in New York
01/06/2020
Promotions Include John Connolly, Leah Palmer, Carolina Picazo, Cameron Ghorbani, Jamie Mitchell and Sam Todd
01/06/2020
Stifel also nabbed a pair of brokers from Wells Fargo Advisors in December
01/03/2020
Details on his replacement could not be learned.
01/02/2020
The recent addition comes at the end of a successful quarter for Raymond James, recruiting-wise.
01/02/2020
Hamilton Lane CEO Mario Giannini said, “Atul is an experienced senior financial officer whose expertise in finance, accounting and business strategy we think will benefit us greatly as our business continues to grow and evolve.”
01/02/2020
The promotions are effective January 1, 2020.
12/24/2019
Scarinci Hollenbeck Announced Several Key Leadership Changes in the Firm's Commercial Real Estate, Corporate Transactions & Business Law and Tax, Trusts & Estates Practice Group