10/07/2019
Financial Poise™ congratulates Family Office Editorial Board Chair Ron Diamond on his appointment to the Board of Directors of Lifestyle Global Brands.
10/07/2019
Raihle and Ver Bockel were each named Managing Director and Wealth Manager.
10/03/2019
Giovanni Vodola will be team head and Giorgio Bossi and Ivano Massacra will both be senior relationship managers.
10/03/2019
Selden advises high-net-worth individuals and families on sophisticated estate and tax planning.
10/03/2019
The firm named highly sought-after lobbyist and former New York State Assemblyman Jonathan L. Bing as a shareholder in the New York and Albany offices.
10/03/2019
Kurucza is recognized as one of the country’s leading legal advisors in the financial services industry.
10/02/2019
Their dedication to our clients, commitment to our collaborative culture, and significant leadership skills have set them apart.
10/02/2019
Kevin Goulding to Retire at Year's End
10/02/2019
Kurucza has an extensive history as a government regulator.
10/02/2019
The expanded global team will be further supported by KKR executives across key industries and regions of focus.
10/01/2019
Speaker brings extensive experience advising financial institutions
10/01/2019
Rebekah Elgin-Council is the current Senior Vice President and Chief Marketing Officer for Blue Cross and Blue Shield of Alabama
10/01/2019
He joins the firm from Wilmington Trust, where he served as Vice President, Senior Wealth Advisor.
09/29/2019
Leading global law firm elects new chair
He has considerable experience in mergers and acquisitions, real estate investment trusts, financial services regulation, corporate finance and corporate restructurings
09/27/2019
LPL Lures Back a Wealth Management Practice from Kestra
The transition team has been outstanding and it’s clear that LPL has made it a priority to offer differentiated service and support.”
09/27/2019
Industry Veteran Brandon Smith Joins Firm to Lead Integration of Planning Platform
09/27/2019
Joseph Echevarria appointed Non-Executive Chairman of the Board
09/26/2019
He will report to Coley Jellinghaus, Deutsche Bank Wealth Management Americas’ head of investment managers.
09/26/2019
Allianz chief economic adviser and veteran fixed income specialist Mohamed El -Erian has joined Barclays’ board as non-executive director.
09/26/2019
Glen Weitzer, chair of Michael Best’s IP practice group, said: “Susan Frohling and Laura Lamansky have unique backgrounds in the marketing, branding, consumer products and entertainment sectors and bring a fresh perspective to our teams in Chi