03/06/2020
The new recruits join more than 8,000 independent and employee advisors at the St. Petersburg, Florida-based firm, which oversees total client assets of approximately $876 billion.
03/06/2020
Meanwhile, LPL Financial and Raymond James share details on their latest hires.
03/06/2020
Scott brings a wealth of institutional sales, trading, and operation experience as well as a strong financial background to Apifiny
03/05/2020
The company liked his work so much that it hired him to run the business in 2008.
03/05/2020
Prior to joining Performance Improvement Partners, Donegan was Managing Director & Head of Americas Financial Services at Gerson Lehrman Group
03/05/2020
Rothschild & Co Names VC For North American Global Advisory Arm
Jay is a global authority on restructuring
03/05/2020
Meanwhile, LPL Financial and Raymond James share details on their latest hires
03/04/2020
Her fresh perspectives and ability to generate creative solutions will enable her to have an immediate impact.
03/04/2020
Sloan spent more than three decades at Wells Fargo
03/04/2020
He will continue to work closely with client teams on complex wealth management issues
03/04/2020
He will co-ordinate Capitol's national recruiting efforts of experienced advisors to the firm's employee and independent offices.
03/03/2020
Yates spent the past year running a family office in Switzerland, and previously ten years at Baker McKenzie in Zurich, where she was a partner and head of wealth management and U.S. tax matters.
03/03/2020
The company also announced four promotions related to this organizational change.
03/03/2020
Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations.
03/03/2020
Both Morgan Stanley and UBS retrenched from recruiting three years ago, concurrent with their withdrawals from the Protocol for Broker Recruiting
03/03/2020
He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customized portfolio management to private clients, foundations and endowments.
03/03/2020
GMP Capital CEO says firm aims to aggressively grow with acquisition of 'like-minded' IIROC member businesses
03/03/2020
Matt received his Bachelor of Science in Economics from Duke University where he was a two-time NCAA All-American and three-time All-ACC selection as a member of the golf team. He currently holds the Chartered Financial Analyst designation.
03/03/2020
"She will be an instrumental addition to our leadership team as WNC continues to expand its preservation equity fund platform."
03/02/2020
The operation is backed by the International Monetary Fund (IMF) and the talks are expected to continue from Monday in Buenos Aires.