09/14/2018

Allfunds appoints head of new Brazil office

Open architecture funds platform Allfunds Bank is to open a new Brazil headquarters in Sao Paolo, with the appointment of Jorge Sierra as the firm’s new Country Head.

09/12/2018

BNY Mellon Wealth Management Names Wealth Director in Denver

Before joining BNY Mellon Wealth Management, Doucette was regional sales director at UBS Asset Management for six years where he was responsible for distribution of managed account solutions and mutual funds across multiple channels.

09/11/2018

Guggenheim Securities expands Oil and Gas Group

Mr. Brogdon received his M.B.A. from the McCombs School of Business at The University of Texas at Austin and his B.S. from The University of Texas at Austin. He is based in Guggenheim’s Houston office.

09/11/2018

Wealth boutique recruits director in Florida expansion

Fiduciary’s Boca Raton office offers wealth planning and investment services to both domestic and offshore wealth clients and is one of three offices it has in Florida alongside Coral Gables and St. Petersburg.

09/10/2018

Kleinberg Kaplan Adds Private Client Partner

Mr. Kolodny joins New York firm's national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices