12/18/2018
She joined Northern Trust in 2000, became president of the Los Angeles region in 2009 and was promoted to president of the Southern California region last year, according to the press release.
12/18/2018
His appointment comes amid wider changes and long-term succession planning at the firm.
12/17/2018
Prior to Merrill Lynch, Grosso joined Robertson Stephens in 1999 to manage the Venture Services Group
12/14/2018
Before joining Pimco, Arias Kluge worked at Natixis' Bogotá office for about nine months as a sales manager for the Andean region.
12/14/2018
He reports to Brett Lewthwaite, global co-head of fixed income for Macquarie Investment Management.
12/14/2018
He has 20 years of investment banking experience
12/14/2018
As we enter an important growth phase of our firm, the story of how we’re doing things very differently from others in our industry
12/14/2018
The following individuals from across Barclays International have been promoted to Managing Director.
12/13/2018
Experienced Leadership with Operational Efficiency, Advisor Support to Provide Best Client Outcomes, Fiduciary Focus
12/12/2018
Alex Doñe will provide direct investment advice to the five New York City Retirement Systems.
12/12/2018
Homer will also support the fixed income investment teams with developing innovative impact investment capabilities at the firm.
12/12/2018
Below are brief biographies for the eight promoted attorneys.
12/12/2018
The reorganization resulted in BBVA Compass’ investment and insurance business lines coming under a single unit called Investment Services.
12/12/2018
Guido said he chose to partner with HD Vest Network because of their commitment to managing taxes and wealth together, which he views as an advantage in a competitive marketplace.
12/12/2018
He was previously a senior vice president and wealth advisor at Neuberger Berman
12/11/2018
Montemayor had joined Morgan Stanley's Miami office in March 2017 from Deutsche Bank where he was a managing director.
12/11/2018
In this role he oversaw all debt and equity investing, asset allocation, and investment management for the billion-dollar multi-generational family office.
12/11/2018
Prior to joining RBC GAM, Catherine has held leadership roles at the New York City Retirement Systems, Bureau of Asset Management and at Goldman Sachs, Lehman Brothers, Paloma Partners and C3 Capital.
12/11/2018
Before getting into recruiting, Bianchini worked as a wealth management analyst at Bank of America Merrill Lynch.
12/11/2018
Sergio Ermotti, the bank's chief executive officer, wants to grow the business in a market that has a volume of about $2.4 trillion.