05/13/2019
“The diverse investment platform and expanded reach available through our affiliates, combined with the evident culture that manifests here, makes all of us uniquely positioned to deliver end-to-end solutions that meet our clients’ needs.
05/13/2019
Kevin O'Regan Hired as Senior Wealth Advisor for Wealth Management Firm's Northeast Region
05/10/2019
A round-up of the latest people moves and M&A deals in North America
05/10/2019
He had a successful track record investing in high growth enterprise technology, financial services and health care companies
05/10/2019
He is also a Co-Founder and Partner at Fuller & Thaler Asset Management, which uses behavioral finance to manage portfolios of small-cap U.S. equities.
05/10/2019
Prior to joining HarbourVest, he was CCO at Vanguard Global Advisors
05/10/2019
Cain brings over 30 years’ industry experience. She was most recently at BlackRock where she served as U.S. and global head of institutional clients, iShares.
05/09/2019
Ward did not disclose the amount of assets managed by the three advisers while at AWM, and those assets don’t necessarily follow them to Raymond James.
05/09/2019
She will focus on developing partnerships with startups, accelerators, incubators and business partners to drive enterprise innovation and build ecosystems for all BNY Mellon blockchain initiatives.
05/09/2019
He will also join BNY Mellon’s executive committee.
05/08/2019
While at Murray Capital, she played an active leadership role in numerous high-profile restructurings and litigations; her clients included Fortune 500 pension funds, university endowments, private foundations, funds of funds, and high net worth individua
05/08/2019
She will start with Rockefeller in August 2019
05/08/2019
Prior to Hylant, he was director at JLT Towner Insurance Management.
05/08/2019
Hermes is led by Jeremy Commeret, a French-born financial advisor serving 300 clients, in his fifteenth year in business. The newest advisor and regional office to join Integrated is located in the Central Valley, CA and serves farmers, business owners an
05/07/2019
A Canadian native, Steve began his career in Toronto and gained significant experience over a decade as a trusted tax advisor with one of the ‘Big 4’ accounting firms
05/07/2019
These appointments will be effective in Q3 2019.
05/06/2019
Murray is co-CEO of Bridgewater, alongside David McCormick, while Ray Dalio, who founded Bridgewater in 1957, is now co-chief investment officer and co-chairman.
05/03/2019
Mr. Sharpe was a portfolio manager and managed multiasset class funds at Fidelity Investments until mid-2017
05/03/2019
Janicki is directly responsible for his team's performance as it relates to prospecting and acquiring new small businesses, as well as maintaining and strengthening existing client relationships.
05/03/2019
Santander last month offered to take full control of its Mexican business through a 2.6 billion euro ($2.9 billion) all-share deal as it chases potentially higher returns in Latin America.