06/17/2019
Growth in Our Advisory: Vanderbilt Financial Group continues 2019 with explosive growth in our Advisory Services in New York and across the country. Below are a few of the entrepreneurial leaders who have joined the team as Financial Advisors in Q2.
06/16/2019
Saini tendered his resignation as New York City's IT Commissioner and CIO June 13. The former Atlanta CIO was tapped to lead the Department of Information Technology and Telecommunications in January 2018.
06/14/2019
Fidelity partnered with former employee in his new fund, then reversed course
06/13/2019
Mr. Glaush is a seasoned financial services professional with more than 25 years of experience in the industry.
06/13/2019
Mr. Hanson was head of impact investing at JANA Partners.
06/13/2019
Kudu Investment Management boosts team
He brings more than 25 years of market research experience in the investment management industry to her new post.
06/13/2019
These promotions reflect years of outstanding contributions to our Firm
06/13/2019
Fortis Private Bank boosts board
Ms. Andrich joins the Board of Directors of both Fortis Financial, Inc. and Fortis Private Bank
06/12/2019
"This hiring is a reflection of our growth plans.
06/12/2019
Balentine appoints Head of Family Office Services
In addition to an impressive career in asset management, Mark Bell has lectured at the University of Oxford in England
06/12/2019
BNY Mellon hires former Obama chief of staff
He has also served on the boards of a number of corporate, academic, medical, charitable and civic organizations, and is a recognized authority on business and economic growth, global competitiveness and international trade.
06/11/2019
Enclave Wealth Advisors expands Sanctuary’s network to California
06/11/2019
The team acts for Chile’s largest insurers and reinsurers, as well as international insurers, reinsurers and corporates.
06/11/2019
Frazier & Deeter appoints International Tax Partner
Prior to joining FD, Dawson served as an International Tax Partner with two Big Eight accounting firms, serving in both U.S. and international leadership positions.
06/11/2019
It gives me great pleasure to announce that these accomplished individuals “ Adam, Mariem and Ryder “ will be joining the CIRI Board.
06/11/2019
Fiduciary Trust Welcomes New Wealth Director
Ms. Perez has over 14 years of experience working with high-net-worth clients in various wealth management roles throughout her extensive career in North America and Europe.
06/10/2019
She joins Callan from Aon Hewitt Investment Consulting
06/07/2019
Dallas-based Prospera, founded in 1982, offers support services to independent financial advisors around the country, the company says.
06/07/2019
Marais will oversee Wells Fargo's $476 billion asset management unit, replacing Kristi Mitchem months after she left.
06/07/2019
“I am delighted to welcome Meredith to Aspen Re. Her proven track record and deep relationships with brokers and clients, spanning over 20 years, will be a fantastic addition to our strong team," said Dunleavy.