07/30/2019
As deputy CIO Americas, Marcelli will answer to Mike Ryan, who heads the North America division and frequently appears on TV and at conferences to address how trade disputes and other macro economic factors may impact clients’ portfolios.
07/30/2019
He has experience providing comprehensive financial oversight and direct private equity investments in early-stage companies on behalf of entrepreneurs and wealthy individuals.
07/30/2019
D.A. Davidson’s financial institutions group is a full-service platform with professionals across the United States.
07/30/2019
Mr. Cohen was Co-Chief of the Market Abuse Unit.
07/30/2019
Additionally, five former Fidelity directors – James B. Miller, Jr., H. Palmer Proctor, Jr., Gloria A. O'Neal, Rodney D. Bullard and Wm. Millard Choate – have been appointed to the board of directors of the Company and Ameris Bank.
07/29/2019
SS&C adds talent to deliver healthcare industry business transformation
07/29/2019
The group is further supported by the appointment of Charmaine Ooi, formerly of Cardano, who has joined as Senior Quantitative Analyst and works closely with CSG, assisting clients with portfolio modelling and custom benchmark design.
07/29/2019
“Mark and Rick are accomplished wealth managers who share First Republic’s commitment to delivering exceptional client service,” said Bob Thornton, President of First Republic Private Wealth Management.
07/26/2019
Boutique founder named new Franklin Templeton global equity CIO
Bartlett brings over two decades of industry experience with a successful history in multi-manager investments, as well as manager research.
07/26/2019
Bank of America boosts board
He is on the boards of directors for Phillips 66 and United Technologies Corp. She previously served on the board of Praxair, Inc. from 2014 to 2016.
07/25/2019
A Spanish-born lawyer, Bujanda spent over 25 years working catering to high net worth and ultra-high net worth clients across the finance industry and extensive knowledge of the PPLI industry.
07/25/2019
Lake, who since 2012 has served as the bank's chief financial officer, will become the chief executive officer (CEO) of Consumer Lending, the company announced last week.
07/25/2019
She is expected to join Wells Fargo on Aug. 30.
07/25/2019
Industry veteran led Comerica Wealth Management
07/25/2019
Former Managing Director of Andbank to oversee Holdun’s expansion into the US market
07/25/2019
Larry is an extremely accomplished tax lawyer who is held in high regard by Holland & Knight lawyers who have worked with him
07/25/2019
Plans New Office in Chicago, Furthering its National Expansion
07/24/2019
Having a leader with Barry’s experience and caliber in these key leadership roles will enable us to continue to drive the business forward at pace.”
07/23/2019
Eagle continues strong commitment to active management
07/23/2019
He will also join the firm's Investment Committee.