01/14/2019
They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, non-profits and foundations at First Republic’s High Bluff office
01/14/2019
M&A activity in the Canadian energy sector is expected to pick up again this year
01/11/2019
Perella oversaw investment banking at Morgan Stanley before striking out on his own
01/11/2019
Prior to joining Circle Partners, Neri was Head of Client Relations, North America / Chief Operating Officer for Mainstream Fund Services (formerly Fundadministration Inc) based out of New York/Florida.
01/11/2019
LPL has added a team from Wintrust Investments with $640 million in assets to its hybrid platform.
01/11/2019
Six months can be a long time though, and JPMorgan made some big machine learning hires last year - adding Manuela Veloso in May and Apoorv Saxena in August.
01/10/2019
The exit of former CEO Lloyd Blankfein last month handed the long-time legal chief a mantle held by few: nobody at the firm today owns more of its stock than Palm, with a kitty of a million shares.
01/10/2019
He is a past board member of the Financial Planning Association of Middle Tennessee and member of the Middle Tennessee Estate Planning Council.
01/10/2019
The new CEO takes over at a time when insurers are bracing for elevated payouts to owners of long-term care policies
01/10/2019
Holden was most recently the bank's vice chairman for investment banking in Europe, the Middle East, and Africa
01/10/2019
As Wells Fargos head of Technology, Van Beurden will lead the companys technology and information security teams.
01/10/2019
We’re proud to welcome these talented professionals
01/10/2019
While at DCS, Berstein co-founded and led the internet and digital media practice for the firm.
01/10/2019
Mendenhall served as an active duty paratrooper in the U.S. Army 82nd Airborne Division.
01/09/2019
Their collective efforts have positioned the company well to continue strengthening risk management oversight and practices
01/09/2019
Field joins Mercer from ATCO Group, where she was most recently vice-president of HR.
01/09/2019
Her hire is heartening some lawyers, brokers and recruiters who complain that brokerage firms have become over-cautious in their sensitivity to compliance and reputational issues and who also applaud its significance for women’s career autonomy.
01/08/2019
Confessore Leads Team Which Includes Former RISCPA President Bob Mancini
01/08/2019
Wieting will retain his current role as chief investment strategist, which he has held since May 2013.
01/08/2019
The Financial Crimes Unit brings together existing capabilities around cybersecurity, fraud, and physical security from across the enterprise into an integrated central function.