09/17/2019
His title of managing director generally indicates a broker who produces at least $2.5 million in annual revenue, according to a person familiar with Merrill’s compensation plan.
09/17/2019
In addition to promoting team engagement and partnership, this ‘relationship-led’ model provides greater consistency from market to market, and enhances our ability to recruit and retain top talent.
09/17/2019
Sylvia Khatcherian is deputy general counsel for hedge fund giant Bridgewater
09/17/2019
With her appointment coinciding with the office’s fifth anniversary this year
09/17/2019
Swiss private bank poaches five-person team from Credit Suisse for Brazil biz
Hiring Credit Suisse's Jorge Torea, a managing director within its Brazilian unit who has been with the firm for 14 years, alongside four other members of his team, according to a source familiar with the matter.
09/17/2019
Co-chair of Lathams’ corporate department Nick Cline commented: ‘Chris has a terrific blend of transactional and regulatory experience that will be of great value to our clients in the UK and globally.’
09/17/2019
He is also the lead client executive on a portfolio of captive insurance companies, both pure and group.
09/16/2019
Ted has 22 years of experience beginning his financial services career with Merrill Lynch in 1996.
09/16/2019
Sentinel Trust Announces New Chief Investment Officer
Todd joins Sentinel Trust from Athena Capital Advisors
09/16/2019
Mr. MacNiven has been a trusted advisor in the Canadian market for sixteen years
09/16/2019
Prior to Hamilton Lane, Mangos was Chief Information Officer (CIO) at Brandywine Global Investment Management
09/16/2019
Longley’s prior roles include CEO of Citi Private Bank North America and Head of Private Wealth for BlackRock iShares
09/16/2019
Rich Cioffi has over 22 years' experience in the financial service industry, starting his career on the floor of the NYSE.
09/16/2019
Prior to his role at Bessemer Trust, he was a Market Manager and Managing Director at JPMorgan. Lillis also has held various leadership positions within the JPMorgan Private Bank.
09/16/2019
Welch to lead Company’s Asset Allocation Team and Investment Committee and further strengthen model portfolio initiative
09/16/2019
Regarding the promotion, IVA’s Managing Partner Michael Malafronte said, “These steps are the result of careful planning and consideration between our two portfolio managers and the firm’s owners.
09/16/2019
Maybry has over 20 years of experience in advising high-net-worth clients and their closely held businesses.
09/13/2019
Andersen appoints MD of New York Office
Her experience spans many tax areas including estate plan reviews and strategies, pre and post transaction planning, qualified small business stock planning, philanthropic considerations and state residency planning for individuals and trusts.
09/13/2019
Discover Names new Chief Financial Officer
He joins the company at an exciting time as we increase our investments in the people and technology that enhance our operating model and continue to help us exceed our customers’ expectations.
09/13/2019
Collins told Legal Business, "It will be a marine trade, commercial litigation boutique firm and a lot of detail is still up in the air as far as that’s concerned."