03/12/2018
Based in Calgary, the MLD Wealth Management Group operates as a multi-family office with a focus on helping high net worth clients meet and exceed their complex financial goals.
03/12/2018
He holds an MBA in International Finance and Economics from The Wharton School, a JD from Stanford Law School, and B.A. from the University of Pennsylvania.
03/12/2018
He will provide comprehensive wealth management advice to high-net worth individuals and families, business owners, and entrepreneurs, as well as foundations and endowments.
03/12/2018
Alexandre Mincier joins as global head of insurance client solutions development, Mark Humphreys as head of EMEA client solutions development, and Vincent de Martel as solutions strategist for North America
03/09/2018
Insight Wealth Strategies, San Ramon, Calif., has added four employees.
03/08/2018
Goldman Sachs and Blackstone have both reshuffled the subadvisor line-up on their respective multi-manager alternative funds, according to Securities and Exchange Commission filings.
03/08/2018
The Board is comprised of eight top tax and legal Partners from Andersen Global member firms that will work alongside Global Chairman and Andersen Tax LLC CEO, Mark Vorsatz, to provide counsel and guidance in the direction and operations within Latin Amer
03/08/2018
Lee received an LL.M in Taxation from Georgetown University Law Center in 2005
03/08/2018
As Head of Business Development, Mr. Kovics will lead the growth and expansion of USCA's Wealth Management business.
03/08/2018
Law firm Davis Polk has added Michael S. Hong as a partner in its investment management group. Hong will focus on private equity fund formation. Previously, Hong worked at Paul, Weiss, Rifkind, Wharton & Garrison LLP where he was a partner in their pr
03/07/2018
U.S. CFO, Former Treasurer Takes On Business Leadership Role
03/07/2018
When our team has the ability to focus on our client service model rather than on back-office headaches, everything else just clicks,” Spradlin noted.
03/07/2018
Geri Gaughan was promoted to president and chief operating officer of Mutual Trust Life Insurance Co., where she has been senior vice president and general counsel.
03/07/2018
Next-generation technology continues to attract large firms to the Kestra Financial platform
03/06/2018
Bill and Darin have a long track record of helping clients achieve their financial goals today and across generations.
03/06/2018
RBC GAM managed a total of $350 billion as of Dec. 31, of which $37.5 billion was managed for U.S. investors.
03/06/2018
In her new role, Hakiel works closely with clients and their advisors to develop financial strategies to meet client’s current needs and plan for long-term objectives.
03/06/2018
The Canaccord Genuity Debt Finance & Restructuring team provides fully independent strategic advice without the inherent conflict of its lending competitors.
03/05/2018
Leading global citizenship firm boosts its presence with renowned specialists
03/05/2018
We are delighted to have been able to appoint from among our own ranks such an experienced wealth management specialist and U.S. expert, with first-hand knowledge of the needs of North American clients, as the new CEO of Vontobel Swiss Wealth Advisors.