07/16/2019
Chief Investment Officer Joins Sanctuary Wealth
The financial services industry vet-turned-CXO will lead combined efforts of both client and advisor experience across all business lines
07/16/2019
Ahlquist and Hayden previously managed $600 million and now operate as Ahlquist Private Wealth Management of Raymond James, according to the press release
07/16/2019
“They are the perfect complements to Boston Private’s existing Commercial Banking team and I look forward to the growth opportunities these leaders will bring to Boston Private.”
07/16/2019
According to Guenther’s lawsuit, Wells Fargo fired him over “The Burger King Deal,” despite his “negligible role” in the transaction and his exemplary job performance over the years.
07/15/2019
The hiring of Jonathan represents a significant step in our continued expansion of our Asia footprint, including meaningful additions to our teams in Japan and Hong Kong, as well the addition of equities research, sales and trading in Australia
07/15/2019
Deutsche Bank hires group CIO
He joins from AQR Capital
07/15/2019
Discount Bank names new CEO
Levin, who currently manages Discount Bank of New York, will replace Lilach Asher-Topilsky.
07/15/2019
Equities chief exits GMO for CIO post at fintech firm
Constable was with the Boston-based company for 13 years. This involved working across its quantitative equity portfolios and the equity components of the multi-asset class portfolios.
07/15/2019
Under Lickle, Chilton Trust has grown to manage $4.87 billion for 110 families, the company says.
07/15/2019
CNB Financial Hires Chief Financial Officer
Lima serves as the liaison for the corporation’s and bank’s external auditing firm in all accounting and tax matters.
07/12/2019
Her experience with developing a high-performance culture linked to business success will serve our organization well as we continue to grow and evolve our business
07/12/2019
Alexandre Tombini will start in his new position as Chief Representative for the Americas on 1 September 2019
07/11/2019
Ortea’s LinkedIn profile says he managed the office for three years.
07/11/2019
This is EP Wealth’s sixth acquisition since taking a minority investment from WPCG, a financial services holding company, in July 2017
07/11/2019
Scelfo holds a BS in business finance from Cornell University as well as a Master of Finance from INSEAD Business School.
07/11/2019
Davis holds degrees from Indiana University and Yale University.
07/11/2019
Mr. Lima will work along with the executive management team to develop and implement strategic initiatives to continue CNB’s successful growth trends while enhancing its profitability.
07/11/2019
Gallagher will be responsible for the leadership, management and governance of Wells Fargo’s European Bank
07/11/2019
Itaú’s Paraguayan unit has retail, private banking and investment banking operations
07/11/2019
The most senior position to be filled is that of a leading solution architect with a rank of vice president, who will be serving as a chief technology officer for the digital assets unit.