05/20/2019
Smith continued, “Terry has made significant contributions to the company and to the Charlotte community over the years by investing in our associates and making life better for our clients, and we wish him the best in the future.”
05/20/2019
Rockefeller’s expansion in San Francisco is the latest development in the Firm’s strategic growth.
05/20/2019
Prior to joining Boston Private, Maguire worked as the investment and treasury manager at Draper in Cambridge, Mass.
05/17/2019
Experienced Leader Focused on Personal Client Service and Growth
05/16/2019
He holds a bachelor's degree in accounting from Fordham University and an MBA from Columbia University.
05/16/2019
Weiden began his banking career with Wachovia in 2006.
05/16/2019
Gifford did not respond to a request for comment sent via social media, and a Merrill spokeswoman said she could not immediately comment.
05/16/2019
“Our firm’s focus is helping more people take action so they can be prepared for retirement,” Case said.
05/16/2019
Prior to joining Spearhead, Mr. Fineburg was employed by Greycourt & Co. for twelve years, serving as an advisor on $1.4 billion of discretionary and non-discretionary assets in both US and non-US domiciles.
05/16/2019
Fawcett, who was born and has lived in Boston and is a dual citizen of the United States and the United Kingdom, has extensive and diverse global financial services experience.
05/15/2019
Markel, Appointment, Nick Lazarus, North America, Property, Reinsurance, London
05/15/2019
His financial advisory practice is centered around asset allocation strategies with a focus on fixed income, equities, MLPs, private equity and private credit investments.
05/15/2019
She obtained her J.D. from New York University School of Law and a B.A. from Queens College, City University of New York.
05/14/2019
Many of the founders at Altamont Capital Partners came from Golden Gate Capital.
05/14/2019
During his career, Fellas has also worked as a portfolio manager at flagship Hedge Funds, Segantii Capital Management
05/14/2019
Known primarily for his work developing capital relief-driven solutions
05/13/2019
“That may mean using acquisition, bringing advisors from large wirehouse firms, or bringing on independents. We are open to any avenue of talent.”
05/13/2019
Phua is the first Julius Baer banker to jump to Pictet in Asia.
05/13/2019
Jackson started his industry career at Wells Fargo in 2002 as a private banker and joined Hallick and Spell’s team as a financial advisor in 2012, Raymond James says.
05/13/2019
“The diverse investment platform and expanded reach available through our affiliates, combined with the evident culture that manifests here, makes all of us uniquely positioned to deliver end-to-end solutions that meet our clients’ needs.