12/05/2019
"I want to let you know that after much thoughtful deliberation, I have decided … to take a break and consider what will come next for me. This is my natural next step now because I have achieved my major goals and am looking
12/05/2019
As CEO, he will work to drive continued strong growth, providing clients across the United States with personal wealth management and fiduciary services in a manner consistent with the Evercore culture of excellence and integrity.
12/04/2019
As B. Riley Wealth Management's Chief Investment Strategist, Dietrich is focused on managing investments for private investors, retirement funds and private institutions throughout the United States.
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
Previously, Schneider was Director of Business Development, North America for ISAM, a London-based systematic investment manager.