11/01/2019
They had been part of a 123-person Merrill team in the city called the “Global Corporate and Institutional Advisory Services” group that oversees $79.6 billion in company retirement and stock-management plan assets, according to a Forbes ranki
11/01/2019
Combined, the group oversees $235 million in client assets, according to the firm.
11/01/2019
The attorneys previously served as partners with CKR Law LLP.
11/01/2019
The company said that leadership roles within each business unit have not changed.
10/31/2019
Prior to joining BNY Mellon Wealth Management, Shaun was a managing director at Umpqua Wealth Advisory, serving as chairman of the investment committee and leading the development of Umpqua's investment strategy, portfolio recommendations and portfol
10/30/2019
She will be based in the Naples Parkshore office
10/30/2019
She served on the executive committee of Loyola Marymount University’s advisory board for the accounting undergraduate and graduate schools.
10/30/2019
J.P. Morgan has been building up the brokerage unit for wealthy individuals that it inherited when it acquired the failing Bear Stearns Cos. during the financial crisis.
10/29/2019
They report to Michael Maron, a regional managing director based in Chicago, according to JPMorgan.
10/29/2019
The previous leader of Deutsche Bank’s Americas communications was Kerrie McHugh, who moved to Brookfield Property Group as head of communications and branding.
10/29/2019
Fuentes’ arrival brings Value Advice's employee count up to six as the firm looks to expand its base in Santiago.
10/29/2019
The investment in top talent comes on the heels of 10 consecutive years of positive net flows for the retail fund shop, underscoring the firm’s ongoing commitment to serving its growing client base both in the U.S. and internationally.
10/28/2019
Ramachandran spent more than 11 years at JPMorgan
10/28/2019
Her insight and thought leadership in risk management, cyber security and innovation will be a valuable asset for East West, as we continue to invest in technology to strengthen our franchise and improve our customer experience.”
10/25/2019
Prior to her role at Girls Who Invest, Hingorani was the Chief Investment Officer for the New York City Retirement System.
10/25/2019
Jane Fraser Named President of Citi and Head of Global Consumer Banking
10/24/2019
Her leadership will further our commitment to delivering the high-touch, advice-centric client experience that defines Northern Trust and building on growth in the region.
10/24/2019
Wells Fargo has been offering enhanced signing bonuses and recruiting fees to brokers and headhunters to replace more than 1,000 brokers who left in the wake of its bank fake-account scandal
10/24/2019
Girls Who Invest founder will support diversity initiatives
10/23/2019
She's been tasked with helping the bank's advisor team expand into the Latin American wealth market.