11/14/2019
The company will commence a search for a new General Counsel immediately with the goal being that Parker will assist in a smooth transition to the new General Counsel.
11/13/2019
In his new position he will be working under the firm’s South America director Sergio Rial
11/13/2019
Horbelt graduated from the University of Zurich, Switzerland, with a master’s degree in Economics and Business Administration.
11/13/2019
Herron’s retirement will be effective early January 2020.
11/13/2019
Pratt will help contribute to the firm's wealth management practice
11/13/2019
He served in Special Operations forces and founded the US Army’s premier strategy group on counterterrorism.
11/12/2019
Over the past few years, Bridge Growth has benefitted significantly from his sage counsel as an advisor to our firm and as a board member of Finalsite, our educational technology platform.
11/12/2019
Prior to joining Related, Ms. Rose spent over a decade advising senior politicians and government officials.
11/11/2019
SS&C ALPS Advisors is uniquely positioned to adapt and succeed as the asset management industry
11/08/2019
Benno received his Master’s in Taxation from the University of Groningen in the Netherlands.
11/08/2019
Johnston joined the financial services industry in 2007, registering with UBS, according to her BrokerCheck profile. Stoker joined the industry, registering with UBS, in December 2018, according to BrokerCheck.
11/08/2019
A lawyer by profession, Daley joined Amalgamated Bank of Chicago as Vice Chairman in 1989 and served as President and Chief Operating Officer of the bank from 1990 to 1993.
11/08/2019
Dave Jackson is named Chief Experience Officer, and Michael Costabile is named Chief Financial Officer of Cresset Asset Management
11/08/2019
New Executive Vice President of Wealth Management is the latest in string of powerhouse hires
11/07/2019
Drawing from more than two decades of financial industry experience, Bhatia is managing and directing the firm's private wealth strategy in Canada
11/07/2019
Hodges is affiliating with Kestra PWS through one of its associated firms, White Cap Wealth Management (White Cap), which has been with Kestra PWS since 2017.
11/06/2019
Their four support staffers at UBS, including one of Lacamp’s daughters, also made the move.
11/06/2019
A 40-year career banker, Mr. Medina’s most recent success came through the successful turnaround of Gibraltar Private Bank and Trust where he served as President and CEO
11/05/2019
Wells Fargo is continuing to enhance and strengthen the resiliency of critical assets including buildings, utilities, technologies, business operations and people.
11/05/2019
Whyte will be based in New York and will report to Randy Williamson, head of REGAL, and Christopher Jordan, head of HFG.