05/23/2018
EP Wealth Advisors Adds Chief Financial Officer, Promotes Head of Advisor Development
Chad joins EP Wealth from Deloitte & Touche LLP, where he was a Manager in the Mergers and Acquisitions Advisory division.
05/23/2018
$12bn Boston shop hires investment research veteran from Stifel
Olsen joins Fiduciary Trust from Stifel Nicolaus, where he was Global Head of Investment Strategy for the firm’s wealth management unit and CIO of its Delaware Trust Company.
05/23/2018
Foresight Wealth Management Expands Team
Chris Light will focus on providing private wealth management services to individuals and businesses.
05/23/2018
At Santander, Catalán managed over $500 million in discretionary portfolios for the private bank and provided investment recommendations on more than $4 billion in client assets.
05/23/2018
Bradesco said it has appointed Nantes de Souza head of equity management, equity research and corporate credit research.
05/23/2018
he joins the team led by chief investment officer Roberto Melzi that as of April 2018 ran $18.9 billion out of the country’s $48.2 billion total AFP assets.
05/22/2018
In turn, Ernesto Rolon Jimenez, who had been working at Pictet and is also based in Geneva, took over Bouchet’s previous role as head of the Southern Cone.
05/22/2018
"My experience helping technology companies grow and stay ahead of the increasingly complex legal and compliance matters as they scale will allow me to add value right from the start," said new general counsel Allison Amadia.
05/22/2018
“Their steadfast commitment to our clients, employees, and the entire Bainco community have earned them this distinguished recognition.”
05/21/2018
Dennis Zhang, CFA, has been hired as a Managing Director responsible for Asian coverage and will be based in San Francisco.
05/21/2018
Liberty Wealth Management expands team
"Im excited for this new challenge and to continue serving the great people of this community," Schneider said.
05/21/2018
Sankey is a UK graduate of the University of Manchester, and Ampleforth College.
05/21/2018
Former Novartis CEO Joseph Jimenez, a candidate for Bridgewater’s board, helped direct $1.2 million to President Trump’s personal attorney
05/18/2018
"This is a well-deserved promotion for Jon," said Cronin. "With more than 30 years of experience and a strong record of accomplishment, I am confident he can successfully lead our investment bank on the next phase of its journey.
05/18/2018
At Schroders, Rosemberg oversaw relationships with high net worth clients in private banking and financial advisory in Latin America, excluding Brazil and Mexico, from his base in Santiago.
05/18/2018
The team, previously affiliated with Wells Fargo Advisors, oversees $300 million in assets under management.
05/16/2018
Wells Fargo Advisors Loses More FAs to Raymond James
"We’re very pleased to welcome Wayne and Steven, who share our values and longstanding philosophy that clients’ interests come first,"
05/16/2018
Boston Private Wealth Names CIO, COO
Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.
05/16/2018
Wealth Managers Join First Republic in San Francisco and Boston
Wenner will work in First Republic’s San Francisco office at 111 Pine Street and Beard will be located at 160 Federal Street in Boston.
05/16/2018
Thirty Year Banking Veteran Sara Moran-Sam Hired to Lead Professional Bank's Dadeland Expansion
Moran-Sam brings with her over thirty years of banking experience in South Florida.