09/06/2018
He graduated with an MBA from the Ivey Business School, University of Western Ontario, and holds an undergraduate degree from Brock University.
09/06/2018
His primary focus is advising closely-held business owners, entrepreneurs and wealthy family groups. He has extensive experience providing clients with sophisticated advice and creative solutions to achieve their goals.
09/06/2018
In this position, Turpin will have oversight of both the excess and surplus property and US retail property divisions.
09/05/2018
Before joining BNY Mellon Wealth Management, Surapaneni was a Vice President, Private Client Advisor at U.S. Trust
09/05/2018
John Gerspach out after 9 years, along with Emea and North America heads
09/05/2018
In his new role Houlihan will lead Northern Trust’s business servicing institutional investors across the Americas, including corporations, public pensions, foundations and endowments.
09/05/2018
He had been previously affiliated with UBS where he was responsible for $211 million in client assets, according to his new employer.
09/05/2018
ver the years, the financier — known among friends as Studs — has advised Indra Nooyi of PepsiCo, William A. Ackman of Pershing Square Capital Management and even the Vatican.
09/05/2018
Mr. Sammarco, Mr. Moore and Mr. Nice join Janney with nearly 100 years of combined financial services industry experience.
09/05/2018
Used to lead the international arbitration team at Bryan Cave in New York
09/05/2018
Adrienne O’Neill Appointed Head of Investor Relations for Manulife
09/04/2018
She spent 16 years with Bank of America and its predecessor Security Pacific Bank, in a number of senior line and staff roles, lastly as an Executive Vice President, Bank of America Retail Bank.
08/31/2018
The Wells Fargo International Bond fund will continue to be managed by Wilson, Alex Perrin, Michael Lee and Christopher Wightman.
08/30/2018
The credit business leverages HarbourVest’s decades of experience and relationships with private equity general partners to offer tailored financing solutions.
08/30/2018
He will serve clients throughout the Midwest with comprehensive, goals-based wealth planning advice, backed by our national Wealth & Fiduciary team.
08/30/2018
The private bank has recently been hiring across its teams catering to Latin American clients in Brazil and Mexico.
08/30/2018
Dupuy resigned this month from Focus Financial, a rollup of registered investment advisor practices that went public in July and that he had joined after leaving Merrill four years ago.
08/29/2018
Company Deepens Resources to Support Defined Contribution Business' Expansion
08/28/2018
He began his career at State Street Bank and Trust, where he held a number of management positions in asset servicing and securities lending.
08/28/2018
BridgePoint to expand its national footprint, addition of several new team members in Arizona, California, Rhode Island, and Virginia.