08/27/2019
“In addition to being a strong cultural fit, Kamal brings a seasoned understanding of evolving customer needs to help us take advantage of new opportunities to grow our global platform.”
08/26/2019
He is a financial services industry veteran
08/23/2019
A spokesman confirmed that Dwyer is no longer employed at Merrill, where the advisor spent his entire career, according to his BrokerCheck history.
08/23/2019
Teofilo has around 20 years industry experience and had been at Deutsche for just over a year after joining its wealth division from JPM in April last year.
08/23/2019
Rivals continue to capitalise on the ongoing restructurings at the German banking group
08/22/2019
Gilbert is responsible for all aspects of the firm’s investment process
08/22/2019
Most recently, Mr. Jagannath was a partner at Navab Capital Partners
08/21/2019
He will join Bank of America in November and be based in San Francisco.
08/21/2019
The advisor led a team at Merrill that was overseeing around $1.1 billion in client assets
08/21/2019
Board’s governance committee gave first approval Tuesday night to a plan that reduces the size of the investment committee and the number of meetings.
08/21/2019
Mr. McGregor joined RBC in 1983
08/20/2019
“What attracted us to Raymond James was the fact that advisors have independence and can truly own their practice and client relationships,” Creef said in a statement.
08/20/2019
Most of Tenaron's London hires happened in January 2019, when the fund migrated trader Tobias Wolf from its New York office and recruited repo trader Jens Loosen from Commerzbank.
08/20/2019
An experienced information and software solutions industry leader, Crutchfield brings three decades of experience to his new role.
08/20/2019
Auerbach, 56, joined PayPal in 2015
08/20/2019
Bub has over 25 years of experience in the wealth management and independent investment advisory industries.
08/20/2019
A spokesman for Aiva said it is now looking to hire a replacement to fill Mata’s vacant spot in the investments team.
08/16/2019
We are very pleased that Gerry Heilpern has joined the Spartan team
08/15/2019
OTPP managed around C$191 billion ($144 billion) in assets as of the end of 2018 for 327,000 working and retired teachers.
08/15/2019
Mr. Vaccaro joins Hirtle Callaghan from the University of Pennsylvania's Office of Investments