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.
12/03/2019
New COO role to focus on operational excellence and regulatory matters
12/03/2019
Matthew C. Straut Appointed Chief Distribution Officer
12/03/2019
Eric Reisenwitz to Serve as Interim President
12/03/2019
Raymond James has emerged as Canada's largest and fastest growing independent investment dealer.
11/29/2019
Wight joins from The Carlyle Group where she was a Principal and Head of Portfolio Operations for Carlyle Equity Opportunity Funds.
11/28/2019
Oberoi has been a shareholder of Everstone and has served as a director and an active member of its various investment committees, the statement added.
11/28/2019
He is a significant addition to the deep team we have built in New York in the private equity space.
11/27/2019
Vistra has been strengthening its compliance team as a strategic priority.
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.