03/13/2020
Wealth Management Pundit Jumps Ship. It’s a Big Deal.
The move ends Kitces’ 17-year-plus tenure at Pinnacle Advisory Group, a wealth management firm based in Columbia, Md.
03/13/2020
Arthur J. Gallagher appoints new director
He served in roles of increasing responsibility at Eli Lilly and Company
03/13/2020
We pride ourselves on providing the highest level of services and support for our clients and believe Sandra will be a wonderful addition to the team.
03/13/2020
First Derivatives, a global software and consulting company, has appointed Kathy Schneider as Chief Marketing Officer reporting directly to Seamus Keating, First Derivatives’ Chief Executive Officer.
03/12/2020
He has been appointed co-manager of the Sarasin Responsible Global Equity fund and deputy manager for JSS Sustainable Equity - Global Thematic.
03/12/2020
Mr. Colter will be responsible for spearheading new acquisitions and dispositions
03/11/2020
Former Media Executive and Financial Industry Veteran Joins Media & Tech-Focused Boutique Investment Bank
03/11/2020
PGM promote their products to a diverse global client base in the exchange traded derivatives, OTC, and FX markets.
03/11/2020
The duo have earned recognition in the South Florida real estate market for their expertise and depth of experience in high-profile real estate matters.
03/10/2020
Company Continues to Expand Canadian Institutional Team
03/10/2020
Ms. Streat Brings 20 Years of Experience as a Private Client Advisor to High-Net-Worth Business Owners, Individuals and Families
03/10/2020
Company Continues to Expand Canadian Institutional Team
03/10/2020
Former Secretary Clinton advisor and Goldman Sachs Vice Chairman to support corporate strategy and advise cross-border clients at leading wealth management firm
03/09/2020
He joined Wells Fargo as controller in 2002
03/09/2020
Both resignations were effective Sunday, March 8th.
03/06/2020
The new recruits join more than 8,000 independent and employee advisors at the St. Petersburg, Florida-based firm, which oversees total client assets of approximately $876 billion.
03/06/2020
Meanwhile, LPL Financial and Raymond James share details on their latest hires.
03/06/2020
Scott brings a wealth of institutional sales, trading, and operation experience as well as a strong financial background to Apifiny
03/05/2020
The company liked his work so much that it hired him to run the business in 2008.
03/05/2020
Prior to joining Performance Improvement Partners, Donegan was Managing Director & Head of Americas Financial Services at Gerson Lehrman Group