06/14/2018
Chuck's wealth of experience, industry knowledge and ability to build multi-disciplined teams will tremendously benefit our clients and continue to promote growth in LA," said Kennedy.
06/14/2018
Appoints Ed Riley as Head of Equities for the Americas
06/13/2018
“This is part of our global strategy to service fund managers no matter where they are in the world,” said Harvey Kalman, Executive General Manager, Corporate Trustee and Fund Services, Equity Trustees.
06/12/2018
Sontag Advisory is a registered investment firm with approximately $5 billion in assets under management.
06/12/2018
Mr. King has more than 18 years of experience in both the group and voluntary benefits arena.
06/12/2018
Joining the advisers are Pamela Miller, senior registered client service associate, and Blake Caldwell, registered client service associate.
06/12/2018
Studd has already played a key role in the design of a range of Target Date Funds, which Schroders launched exclusively for the Canadian defined contribution market last month.
06/12/2018
Michael Mollica to Lead North America Retail Financial Institutions
06/11/2018
Mulligan will be principally responsible for developing and enhancing Rockefeller’s product platform for advisors and clients.
06/08/2018
Asset management head Ulrich Koerner is pivoting toward passive strategies, sustainable investing, and a push toward China.
06/08/2018
Catherine Keating, most recently CEO of Commonfund, will start her new role in July.
06/08/2018
He joins existing Regional Wealth Advisors, Mary Ann Sisco and Rebecca J. McDade.
06/08/2018
Lauren Downum Joins as Private Wealth Advisor
06/07/2018
Citi has also appointed Simon Yuan, formerly the bank's head of China FIG investment banking, as head of Asia Pacific FIG investment banking, according to the memo, which was confirmed by a Citi spokesman.
06/07/2018
Larraín took over Lira’s responsibilities, which included running four portfolios investing in global assets, including the Moneda International Fixed Income IG and the Moneda US Equity.
06/07/2018
Adviser team managing $340 million at UBS goes indie with Kestra
Jeffrey Boudjouk, two other advisers and assistant set up hybrid in Rhode Island
06/07/2018
Sweetwater Capital Partners appounts Managing Partner
He will principally focus on sourcing and underwriting secondary and direct opportunities in private, high-growth companies. Since 2016, Mr. Parise has served as a Senior Advisor to the firm.
06/07/2018
Burdick had a variety of roles during his tenure. He was at one time the head of distressed debt and arbitrage groups before being promoted to CIO in January 2016, succeeding Scott Bessent.
06/07/2018
BNY Mellon Wealth Management names new CEO
She will be responsible for setting the strategic direction of BNY Mellon's Wealth Management business
06/07/2018
Jeff Raupp was named CIO of Brinker Capital, a Berwyn, Pennsylvania-based firm with $21.9 billion of assets.