09/10/2018
He joins New York firm’s national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices
09/07/2018
RayJay Lands $3 Million Morgan Stanley Team Operating in Three States
Reached at his office at Raymond James & Associates, the firm’s employee channel, Shafer declined to comment on his decision.
09/07/2018
RBC Global Asset Management appoints new head of Global Institutional Distribution
Mr. Masom will be based in Boston and report to Mike Lee, Global Head of Institutional Business at RBC GAM.
09/07/2018
Bank Focused on Team Expansion On Heels of Approval to Commence Operations in California
09/07/2018
IBM iX Executive to Advance Company's Commercial Marketing and Communications Strategy
09/07/2018
“We’re nimbler, we can make decisions more quickly, we can have alternate billing rates—and lower rates,” said Bruce Bronster, head of the new Manhattan boutique Bronster LLP.
09/07/2018
Mr. Baucum currently serves as an Adjunct Professor of Law, specializing in business and tax law
09/07/2018
Mr. Hootnick brings over 20 years of restructuring experience to the firm, most recently as a Managing Director at Millstein & Co.
09/07/2018
Mr. Schiff was also a financial advisor with Prudential Securities in Philadelphia.
09/06/2018
Paul Halpern will lead the Morgan Stanley’s cash management and deposits strategy.
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