04/15/2019
Financial entrepreneur named President of Arlington Family Offices Nashville
Hays facilitates monthly meetings for TIGER 21 members, leading discussions around subjects like wealth preservation, investment opportunities, family dynamics, and philanthropy.
04/15/2019
Fugate, a 20-year banking veteran, will oversee operations of the group, from offices in Denver.
04/15/2019
“I decided to join Alex. Brown after very careful due diligence and consideration for the future of my practice and the wealth management business,” Hubbell says in the press release.
04/12/2019
Based in Texas, Hensarling has regional responsibilities across all UBS Americas businesses
04/12/2019
He comes to Norton Rose Fulbright from Mayer Brown, where he led the firm’s renewable energy group in New York.
04/12/2019
There he will be succeeded by Paco Ybarra, who served as Forese's deputy.
04/12/2019
These newly created positions mark an important step in the evolution of Northern Trust’s Institutional Brokerage business
04/12/2019
Quant Network – who last week introduced Quant Atlas
04/11/2019
He will continue as Northern Trust Wealth Management's Texas president
04/11/2019
Prior to joining Element Pointe Advisors, Wruble was responsible for managing regulatory relations and compliance for Kestra Financial
04/11/2019
Shaheena, Dalila and Patrick have a tremendous amount of knowledge across our business
04/11/2019
This is Pryor Cashman's latest addition to its growing Trusts + Estates practice, which welcomed Partner Susan Witkin from Blank Rome LLP last year.
04/10/2019
Elizabeth adds a well-rounded wealth management skillset to our team
04/10/2019
Our growing bench of digital talent will sharpen and unlock even more value in a constantly changing, disruptive environment.
04/10/2019
He spent the past 12 years managing projects and analytics for governmental entities
04/10/2019
Mr. Regent holds a B.A. from the University of Western Ontario and is a chartered accountant and a Fellow of CPA Ontario.
04/10/2019
Firm Grows Investment Banking Division With Veteran Technology Banker
04/10/2019
Waller Capital Team Joins Stifel
John founded Waller Capital Partners in 1982 to provide a bridge between entrepreneurial cable owners and New York’s larger capital sources.
04/10/2019
Janney had another successful quarter recruiting leading Financial Advisors with experience and expertise in all aspects of wealth management
04/09/2019
It settled with Ashland after the company agreed to add independent directors and make other changes.