06/04/2019
Blucora names industry veteran as President of Wealth Management
Financial Industry Veteran Will Head Blucora’s Leading Tax-Smart Wealth Management Business with $66 Billion in Assets
06/04/2019
Mr. Pereira joins Lazard from Goldman Sachs
06/04/2019
At Facet, Marino will employ his keen understanding of the challenges and opportunities in the RIA space to forge enduring and value-aligned partnerships with advisors seeking an effective, responsible referral destination and opportunities to grow throug
06/04/2019
Mr. Baker will continue to advise issuer clients on creative capital solutions best matched for the current state of the capital markets and captain selling efforts for bookrun transactions.
06/03/2019
Gregory earned a B.A. in Economics from North Carolina State University and an MBA from Duke Universitys Fuqua School of Business.
05/31/2019
Meanwhile, LPL Financial picks up a veteran advisor in Orlando with $275 million, and Bernstein Private Wealth recruits a new advisor in Nashville.
05/31/2019
Reese, who was a “resident director” at his former Sugar Land branch, according to his Merrill website, will be branch manager for the new Stifel office.
05/30/2019
Ms. French received a B.S. in business management from the University of Delaware
05/30/2019
For over two years, Ellison has served on the OurCrowd Advisory Board.
05/30/2019
Benjamin, who will head the Chicago office, only joined White & Case in October, 2018, as part of a six-partner move from Pircher, Nichols & Meeks, while Kai was made up to partner at Kirkland just eight months ago.
05/30/2019
Expanded Role for Erminia (Ernie) Johannson as Group Head, North American Personal Banking & U.S. Business Banking and Appointment of Mona Malone as Chief Human Resources Officer
05/29/2019
The firm manages more than $200 million in assets, according to the company’s website.
05/29/2019
In February, Goldman announced that Ken Hitchner, chairman and chief executive for Asia-Pacific ex-Japan, would retire after 28 years with the firm.
05/29/2019
Prior to First Republic, Ahmed worked for Merrill Lynch for 21 years
05/29/2019
He joins NIA in advance of the June 2019 stepping down of E. Barnes M. Abbott, who has served as CEO of NIA for over 30 years.
05/29/2019
Revels, who was formerly a partner and co-leader of the Trust & Estate practice at Citrin Cooperman & Co. LLP, has extensive client service experience
05/29/2019
Withers Names Switzerland Partner Next Chair
Justine Markovitz will be the second woman to lead the firm, which was founded in 19th century England and has U.S. roots in New Haven, Connecticut.
05/29/2019
Parker adds to Reed Smith’s growing global practice of commodities markets and commodities regulatory specialists with experience in government, trading and financial technology.
05/29/2019
Prior to First Republic, Ahmed worked for Merrill Lynch for 21 years
05/29/2019
More than half of the company's independent directors joined the board after 2016.