09/16/2019
WisdomTree appoints Chief Investment Officer – Model Portfolios
Welch to lead Company’s Asset Allocation Team and Investment Committee and further strengthen model portfolio initiative
09/16/2019
Welch to lead Company’s Asset Allocation Team and Investment Committee and further strengthen model portfolio initiative
09/16/2019
Regarding the promotion, IVA’s Managing Partner Michael Malafronte said, “These steps are the result of careful planning and consideration between our two portfolio managers and the firm’s owners.
09/16/2019
Maybry has over 20 years of experience in advising high-net-worth clients and their closely held businesses.
09/13/2019
Her experience spans many tax areas including estate plan reviews and strategies, pre and post transaction planning, qualified small business stock planning, philanthropic considerations and state residency planning for individuals and trusts.
09/13/2019
He joins the company at an exciting time as we increase our investments in the people and technology that enhance our operating model and continue to help us exceed our customers’ expectations.
09/13/2019
Collins told Legal Business, "It will be a marine trade, commercial litigation boutique firm and a lot of detail is still up in the air as far as that’s concerned."
09/12/2019
Mr. Chan was previously managing director, global portfolio solutions, at Goldman Sachs Asset Management, the news release said.
09/12/2019
Prior to working at leading financial services firms, Liss was a partner at the international law firm Withers Bergman LLP, where he built a domestic and international private client practice.
09/12/2019
His experience and global outlook, coupled with his deep technology and operations expertise, will provide a strong perspective in helping further ISSA’s mission
09/12/2019
Bloom joins Great Rock Capital with 20 years of Asset-Based Lending origination and credit experience.
09/12/2019
The team’s newest hires are highly qualified in their respective fields
09/12/2019
David Musicant hired as Citizens’ first West Region leader, Jim Malz to serve as new Midwest Region leader and Ohio President
09/11/2019
A spokeswoman for Wells did not return a request for comment, while a Morgan Stanley spokeswoman confirmed the hires.
09/11/2019
Some of BTIG’s key additions include Corey Davis, Gautam Garg, Karen Koski, Colin LeStrange, Glenn Medwar and Dan Shea, who will each focus on structuring and originating transactions across their respective sectors and product lines.
09/11/2019
UT Law grad John Chrisman worked in London, Hong Kong, Singapore, Sidney and other parts afar before returning to Texas as a Norton Rose partner.
09/10/2019
Bob Wright began his career at Merrill Lynch in the 1990s, and will lead execution sales and trading in the US for Mizuho in new role.
09/10/2019
LarrainVial acquired the $650 million family office Alcalá last month, marking the firm’s first foray into one of Latin America’s growing wealth industries.
09/10/2019
He joined BNY Mellon as a senior investment strategist in September.
09/10/2019
Previously, Bryan was a partner at Arthur Andersen*9/
09/10/2019
FOX continues to focus on providing objective guidance, continuous learning, and peer exchange to help members achieve lasting impact.