08/29/2019
The announcement of Cordover’s appointment arrives on the heels of the appointments of Jamil Jaffer and Kaushik Mehta, who in early August were respectively named business leader of Mercer’s Irvine, California business leader of health and the
08/29/2019
Prior to joining Putnam, Graña worked at Merrill Lynch & Co., where he spent four years in the Latin America Investment Banking Group.
08/29/2019
Ms. Clark assumes this new role in addition to her current positions as Head of Transaction Banking Americas and Bay Area President
08/29/2019
I am excited by this opportunity and attracted by the firm’s investment-led pedigree and entrepreneurial culture
08/28/2019
New hires represent a significant addition to client-facing force in 2019, an almost 20% increase of staff in key geographies with plans to continue to grow in the U.S. and globally
08/28/2019
The team, which is now part of Canaccord’s Vancouver office, was previously with RBC DS
08/28/2019
Prior to joining G2, Shirley held senior positions in private risk management at Marsh, Wells Fargo, and, most recently, Lockton Companies.
08/28/2019
Robert Marrone has joined as a Managing Director, Private Client Advisor, based in Red Bank, New Jersey.
08/28/2019
Joe will serve as Financial Advisor with a focus on servicing the comprehensive wealth planning needs of high-net-worth individuals, entrepreneurs, and corporate executives.
08/27/2019
Before joining Andersen Tax, Jerry was a Partner at BDO USA LLP, in the firm’s national tax office for ASC 740 & IAS 12.
08/27/2019
Corwin graduated from Framingham State University in Massachusetts and has more than 30 years of experience as a financial professional.
08/27/2019
“In addition to being a strong cultural fit, Kamal brings a seasoned understanding of evolving customer needs to help us take advantage of new opportunities to grow our global platform.”
08/26/2019
He is a financial services industry veteran
08/23/2019
A spokesman confirmed that Dwyer is no longer employed at Merrill, where the advisor spent his entire career, according to his BrokerCheck history.
08/23/2019
Teofilo has around 20 years industry experience and had been at Deutsche for just over a year after joining its wealth division from JPM in April last year.
08/23/2019
Rivals continue to capitalise on the ongoing restructurings at the German banking group
08/22/2019
Gilbert is responsible for all aspects of the firm’s investment process
08/22/2019
Most recently, Mr. Jagannath was a partner at Navab Capital Partners
08/21/2019
He will join Bank of America in November and be based in San Francisco.
08/21/2019
The advisor led a team at Merrill that was overseeing around $1.1 billion in client assets