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
08/21/2019
Board’s governance committee gave first approval Tuesday night to a plan that reduces the size of the investment committee and the number of meetings.
08/21/2019
Mr. McGregor joined RBC in 1983
08/20/2019
“What attracted us to Raymond James was the fact that advisors have independence and can truly own their practice and client relationships,” Creef said in a statement.
08/20/2019
Most of Tenaron's London hires happened in January 2019, when the fund migrated trader Tobias Wolf from its New York office and recruited repo trader Jens Loosen from Commerzbank.