09/14/2018
Before joining Compass, Mr. Ochagavía was a Business Development Associate at BlackRock for SAxB region, where he covered Institutional Clients in Chile and Peru, based in Santiago.
09/13/2018
He then moved to Vanguard's Portfolio Review Department, which is primarily responsible for investment manager search and oversight, eventually leading the group for five years.
09/12/2018
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.
09/12/2018
The Bapis Group, a $1.2 billion advisory team, leaves HighTower to join former Morgan Stanley wealth exec Greg Fleming’s Rockefeller Capital Management.
09/11/2018
Cowen's global capital introduction team continues to grow and now has professionals located in New York, Stamford, Dallas, and London.