07/29/2019
The group is further supported by the appointment of Charmaine Ooi, formerly of Cardano, who has joined as Senior Quantitative Analyst and works closely with CSG, assisting clients with portfolio modelling and custom benchmark design.
07/29/2019
“Mark and Rick are accomplished wealth managers who share First Republic’s commitment to delivering exceptional client service,” said Bob Thornton, President of First Republic Private Wealth Management.
07/26/2019
Boutique founder named new Franklin Templeton global equity CIO
Bartlett brings over two decades of industry experience with a successful history in multi-manager investments, as well as manager research.
07/26/2019
Bank of America boosts board
He is on the boards of directors for Phillips 66 and United Technologies Corp. She previously served on the board of Praxair, Inc. from 2014 to 2016.
07/25/2019
A Spanish-born lawyer, Bujanda spent over 25 years working catering to high net worth and ultra-high net worth clients across the finance industry and extensive knowledge of the PPLI industry.
07/25/2019
Lake, who since 2012 has served as the bank's chief financial officer, will become the chief executive officer (CEO) of Consumer Lending, the company announced last week.
07/25/2019
She is expected to join Wells Fargo on Aug. 30.
07/25/2019
Industry veteran led Comerica Wealth Management
07/25/2019
Former Managing Director of Andbank to oversee Holdun’s expansion into the US market
07/25/2019
Larry is an extremely accomplished tax lawyer who is held in high regard by Holland & Knight lawyers who have worked with him
07/25/2019
Plans New Office in Chicago, Furthering its National Expansion
07/24/2019
Having a leader with Barry’s experience and caliber in these key leadership roles will enable us to continue to drive the business forward at pace.”
07/23/2019
Eagle continues strong commitment to active management
07/23/2019
He will also join the firm's Investment Committee.
07/23/2019
We are excited to join forces to build a world class wealth management firm," noted Michael Brown.
07/23/2019
Ben and Matt are enormously talented lawyers and we are excited to have them join the Firm
07/23/2019
David is a very talented investment professional, but more importantly, he is a person with high character.
07/23/2019
Mr. Suprenant joins Guggenheim from William Blair
07/23/2019
Adam is a proven leader and is highly respected in the industry
07/23/2019
Scott has continuously rewritten the book on the use of technology and practice management disciplines to help achieve massive and sustainable business growth.