02/26/2019
He has over 20 years of tax experience and specializes in working with clients on various matters including compliance, consulting, transfer pricing and cross-border transactions.
02/26/2019
Eleven-member group will join RJ's employee unit in Birmingham, Mich.
02/26/2019
A Bank of America spokesman did not immediately respond to a request for comment.
02/26/2019
“He will be a valuable addition to our team as the secondary and direct private placement market continues to grow in size and scope.”
02/26/2019
Mr. Levy joins Weil from Skadden, Arps, Slate, Meagher & Flom LLP
02/26/2019
Prior to joining Pacific Oak Capital Markets Group, Koshan served in a similar capacity with KBS Capital Markets Group.
02/26/2019
He previously worked for 13 years as a senior portfolio manager at US Trust, managing USD2 billion in assets for families and foundations.
02/25/2019
A Caixa representative declined to comment.
02/25/2019
The vote on his appointment to the Swiss group's board of directors will take place on 2 May 2019.
02/22/2019
According to Procyon Partners CEO, Phil Fiore, Jim is a wonderful cultural fit with a business mix that aligns very well within the Procyon infrastructure.
02/22/2019
Prior to joining SS&C, Joe spent over 12 years at Citco
02/20/2019
Prior to joining FINTRX, Cohen was the Co-President of Wealth-X, the Insight Venture Partners-backed subscription data, and Software as a Service (SaaS), company.
02/20/2019
He began his career as a Staff Attorney with The Ayco Company’s financial counseling practice.
02/19/2019
They will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, businesses, nonprofits, pensions and foundations.
02/19/2019
Before joining Baker McKenzie, Hanna was a senior policy advisor at the US Senate Committee on Finance
02/19/2019
Goldman Sachs Group's chairman and chief executive for the Asia-Pacific region excluding Japan is set to retire, according to media reports.
02/19/2019
Hunton Andrews Kurth’s financial institutions corporate and regulatory practice focuses on bank regulatory and corporate matters for banks and financial services firms
02/15/2019
Two advisors join Centura Wealth, a rapidly growing RIA focused on serving high net-worth clients who want freedom from their wealth burdens
02/15/2019
U.K.-based Withers, which launched its California practice in 2015, continues its expansion on the West Coast, adding three lawyers from Mitchell Silberberg & Knupp.
02/15/2019
Grano is a renowned member of the banking and investment industries with more than 30 years' experience