08/23/2018
Lapey was appointed Co-Manager of the firm’s flagship Third Avenue Value Fund alongside legendary value investor Marty Whitman, and was subsequently named sole Portfolio Manager of that fund in 2012.
08/23/2018
Alex Tanouye joins the growing high-net worth practice in Washington D.C.
08/23/2018
Our team decided to join RBC Wealth Management because of the firm’s longstanding reputation of putting clients first
08/22/2018
In this role, Gentleman will assist in growing the firm’s presence as a leading provider of multi-asset, retirement and alternative investment solutions
08/22/2018
Financial Services Veteran Brings 30-Year Track Record of Leadership Success and Business Growth
08/22/2018
Williams is a graduate of the University of North Carolina at Chapel Hill and served in the 422nd Civil Affairs Unit of the U.S. Army Reserve.
08/21/2018
She will provide comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Philadelphia area.
08/21/2018
Appointment Supports SEI's Strong Growth in Global Markets
08/21/2018
Nicole Boutmy de Katzmann departs Oppenheimer for boutique upstart
08/21/2018
Innovative Financial Solutions manages clients that include faculty and administrators at Indiana University.
08/20/2018
He succeeds Peter Preisler, who left the company a year ago to pursue other opportunities.
08/17/2018
Carter-Prall replaces Kate Danella, who was named head of Strategic Planning and Corporate Development at Regions Bank.
08/17/2018
Caiafa will join the SS&C senior leadership team, reporting directly to Rahul Kanwar, President and Chief Operating Officer
08/17/2018
His exact title was not available
08/17/2018
Goldman named him managing director in 2010.
08/17/2018
Zak brings more than two decades of distinct experience and track record serving the institutional market, and we're confident that our team and clients will benefit greatly from his expertise.
08/17/2018
Chris joins New World from a thirteen-year career at Fiduciary Trust, where he was instrumental in guiding their investment philosophy and asset allocation strategy.
08/16/2018
Montgomery began his legal career at the firm, where he was an associate from 2008 to 2010, when he left to join Kirkland & Ellis, where he was promoted to partner in 2015.
08/16/2018
The Los Angeles-based firm will set up shop in the Bay Area after adding a six-lawyer trusts and estates team from Cooley.
08/16/2018
I am proud of what he and his team have accomplished and look forward to their continued success