01/11/2024
Bank of America Names Naveed Shujaat President of Central Florida
Steve Alch to focus on leading Merrill in Southeast United States
01/11/2024
Steve Alch to focus on leading Merrill in Southeast United States
01/10/2024
Appointments from Amundi, UBS Investment Bank and Susquehanna
01/10/2024
BlackRock management announced layoffs in an internal memo.
01/10/2024
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm
01/10/2024
Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment
01/10/2024
The duo will contribute their extensive industry experience to guide VALID Systems in expanding its deposit risk platform
01/09/2024
Positioning the firm for continued growth, six senior professionals have also been added to Churchill’s Operating Committee
01/09/2024
Suzanne Casey to Co-Lead Team Dedicated to Wealth Management Clients
01/09/2024
Aprisent Financial Group now has four advisors, reinforcing the firm’s commitment to providing clients with personalized, sophisticated financial planning and investment management.
01/09/2024
Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm.
01/09/2024
Eisenreich replaces the retiring Michael Archer.
01/09/2024
Jennifer brings a wealth of experience and an exceptional track record to her new role.
01/08/2024
WTC Utah and JPMorgan Chase have had a decade-long relationship that focuses on supporting Utah companies
01/08/2024
Board chairman James Fox will serve as interim CEO until a successor is found.
01/08/2024
Gray Private Wealth, LLC has announced that Justin Klunder, CFA has been promoted to Chief Executive Officer (CEO).
01/05/2024
He is expected to woo experienced brokers in part by promising referrals of high-end clients from Citizens Bank.
01/05/2024
The newly promoted partners work in 16 of the firm’s 45 offices across all of the firm’s regions, which span the Americas, Asia-Pacific, and Europe, the Middle East, and Africa.
01/05/2024
He will report to Kathy Sutherland, Chief Executive Officer and Partner at GoldenTree.
01/05/2024
The firm has brought in a name with plenty of leadership experience.
01/05/2024
Mr. Limongelli replaces Matthew Moynahan, with the change effective immediately.