09/28/2018
Simon will report to Senior Director and Team Leader David J. Maksymetz and will be responsible for managing client relationships covering all aspects of wealth management advice including investments, planning and banking.
09/28/2018
The additions augment KDB’s capabilities in the financial technology (fintech) arena, said KDB Senior Principal Scott Bluni.
09/27/2018
The firm-wide culture at Fiduciary Trust emphasizes the importance of a deep understanding of each client's unique situation and circumstances," said Mr. Uzal.
09/27/2018
LPL Financial appoints Business Development EVP
He joins LPL from IBM, where he most recently served as vice president and partner.
09/26/2018
Joseph, who headed up discretionary portfolios and model solutions, left the firm in July to join Citi Private Bank as global head of portfolio solutions.
09/25/2018
Wealth Manager Joins leading private bank in Century City
Levine, who has more than 30 years of wealth management experience, was named Managing Director and Wealth Manager.
09/25/2018
Over the past three years, ultra-high-net-worth assets overseen by independent multifamily offices have grown 10 percent on average each year, about five times as fast as assets held at private banks, Cerulli Associates estimates.
09/25/2018
He is a strong addition to the firms litigation department who will provide our clients wise counsel on crisis management, investigations and a wide range of other issues.
09/25/2018
Investment Funds Attorney Joins Global law firm
He also coordinated the development and structuring of all new fund products.
09/25/2018
Cerminaro holds a B.A. in economics from the University of Pittsburgh, a certificate in finance from the London School of Economics and an MBA from St. John's University Tobin School of Business.
09/25/2018
Piper Jaffray appoints MD in Technology Investment Banking
She will be based in the firm’s San Francisco office and report to Michael Kim, head of technology investment banking.
09/25/2018
He was most recently a managing director and head of financial technology with GCA Advisors LLC, a U.S. brokerage and advisory division of the Japanese investment bank GCA Corp.
09/25/2018
Gary Hirschberg, 39, now leads Chicago-based Aaron Wealth Advisors.
09/21/2018
The advisors in Wisconsin and North Carolina were managing an aggregate of $235 million.
09/21/2018
Christian Meissner steps down in wake of loss of market share in M&A
09/21/2018
At JPMorgan, Zweig was focused on executing mergers and acquisitions in the technology sector.
09/21/2018
Goldman Sachs promoted Dan Dees to co-head of its investment-banking division alongside Gregg Lemkau and Marc Nachmann, the latest in a series of management changes for incoming CEO David Solomon.
09/21/2018
Ken Tanji takes over as executive vice president and CFO of Prudential Financial, replacing Robert Falzon.
09/21/2018
In his position, Mr. Shah will direct all commercial real estate investment activities including ground up development.
09/20/2018
Jonathan Lai’s move comes as Chinese tech group grapples with gaming crackdown