11/27/2019
“As we continue to transform our philanthropy, these highly respected industry leaders will advance Wells Fargo’s commitment to unlocking economic opportunity and helping people succeed financially”
11/26/2019
It is important that the board continues to attract top calibre talent
11/26/2019
Her new role requires her to provide thought leadership on casualty insurance initiatives and supports strategic underwriting initiatives across Markel
11/26/2019
Markel names Global Casualty Underwriting and Claims MD
Finsness currently leads Casualty Claims at Markel for North America and the Dublin and London Assurance divisions.
11/26/2019
Northern Trust, a leading provider of wealth management services, announced today that Michelle Hong and Melissa Novak, CFA, will co-head the firm’s local team
11/26/2019
ROW Asset Management Hires Institutional Sales Veteran
Previously, Schneider was Director of Business Development, North America for ISAM, a London-based systematic investment manager.
11/26/2019
Hourihan will be based in PURE’s White Plains, N.Y., headquarters.
11/22/2019
Michael Castine Joins ZRG, Bolstering Asset and Wealth Management Practice
11/22/2019
She will be responsible for the operation of all aspects of the business
11/22/2019
Prior to joining RMB, Clark had served in leadership roles across the investment industry
11/22/2019
Northern Trust Hires Senior Wealth Strategist
Steph has a demonstrated track record of using her specialized expertise to empower women at various stages of wealth creation and management.
11/22/2019
In addition to the new partners, Audelene Gutierrez, CPA, Brent Lessey, CPA, Adam Pizzo, CPA, and Michael Rudegeair, CPA, CFP, have been promoted to Director.
11/22/2019
Mr. Hays joins Glenmede from J.P. Morgan Asset Management
11/21/2019
As a Relationship Manager, Crespo will be responsible for developing and maintaining client relationships among high net worth and ultra-high net worth individuals and families in the Miami area.
11/21/2019
From 2008 to January 2016, Morrison served as Executive Vice President of The Chubb Corporation
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.