11/21/2019
The Board has named Alan to the honorary position of “Chairman Emeritus” of the Board upon retiring from his leadership positions in May of next year.
11/21/2019
Mr. Schneider’s career includes over 25 years of experience in wealth management
11/21/2019
SWA provides its clients with an integrated financial planning and wealth management experience
11/20/2019
His appointment comes on the heels of Jane Fraser being appointeed Forese’s replacement as president of Citigroup in late October.
11/20/2019
Prior to joining Mizuho, Voorduin was most recently a managing director at HSBC where he worked for 12 years in New York and Mexico City, the press release said.
11/20/2019
Firm bolsters active management roster with senior hires
11/19/2019
The board also announced that it reduced its size to 13 members as of the next annual meeting of shareholders scheduled for May 2, 2020
11/19/2019
Wells Fargo lost an advisor in Chicago to RJA and in October it lost a $775 million practice to RJA.
11/19/2019
He will serve clients in the First Bank & Trust Company footprint throughout Virginia and Tennessee.
11/19/2019
Biggest win is trio who managed $676 million at Merrill Lynch
11/19/2019
In 2015, he became the leader of Nuveen’s Real Assets business
11/19/2019
Nuveen managed about $1 trillion as of Sept. 30, including private market impact investments totaling $1.2 billion.
11/19/2019
Mr. Gordon brings an unparalleled breadth of knowledge to his new position
11/19/2019
Mr. Rohatyn noted, “Each new differentiated vantage point from which we view emerging markets increases overall coverage and visibility, enhancing our level of insight and the quality of decision making across the firm.”
11/19/2019
Barton’s accomplishments at Regions are wide-ranging
11/18/2019
In this new role, Ms. Barrett will drive the execution of General Insurance’s multinational strategic plan
11/18/2019
Jason M. Rimland joins Tannenbaum Helpern as a partner in the firm’s Corporate practice.
11/18/2019
Todd joined the firm in February as Chief Operating Officer and has moved to the CEO role
11/15/2019
The team previously managed $240 million at Merrill Lynch, Raymond James says.
11/15/2019
Taback most recently served in a dual role as head of global alternative investment strategy for Wells Fargo Investment Institute and deputy chief investment officer for Wells Fargo Private Bank.