03/29/2018
The advisor began her financial-services career in 2005 with Merrill Lynch and earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning.
03/28/2018
Independent Bank’s unique brand of banking extends from the Gulf Coast of Texas to the Rocky Mountains.
03/28/2018
Tony Whitney, Group Head of Institutional Client Services, welcomed Wouter and Jonathan to JTC
03/28/2018
He started his career with Swedish bank, Handelsbanken, in their international finance and accounting operations.
03/28/2018
The financial planning company’s CEO said the hires represent a turning point in the industry’s technology space.
03/28/2018
Sullivan's 'Demonstrated Success,' Will Add Value for Clients, Says Jon Lindenberg, MUFG's Deputy Head of Investment Banking for the Americas
03/27/2018
Ms. Lewis will drive the design and execution of PIMCO’s firm-wide talent management initiatives
03/27/2018
Based in New York, Mr. Kelley joins Instinet from Citigroup, where he was the lead analyst in the small and midcap Internet group.
03/27/2018
He previously held several roles within their Prime Brokerage, Equities, and Fixed Income Securities Divisions. Deek began his career in 1993 at Mentor Graphics as a Development Engineer.
03/27/2018
Terence Gilroy spent more than four-and-a-half years with the bank, prior to which he spent seven years with Shearman & Sterling.
03/26/2018
Kavour brings almost 25 years of experience to the role. He has been with the company since 2012, starting as leader of the RMBS and mortgage trading team.
03/26/2018
Former UK Treasury Minister and Financier Named Second Independent Director
03/26/2018
Principals Timothy Atkinson, Christy Gahr, Molly LeStage, Richard O’Neill, Bradley Regier, Colleen Smiley and Larry Witt have joined the firm’s ownership group
03/26/2018
Morrison has 23 years of experience and came to Pinnacle from Ingram Barge Company in Nashville
03/26/2018
Mr. Olchon joins Evercore from Bessemer Trust, where he led a team responsible for delivering the firm's wealth management services to ultra high net worth clients.
03/26/2018
Pierce mostly recently served as an executive vice president at Fidelity Investments’ investment product group from December 2014 to January 2017.
03/26/2018
Raymond James spokespeople did not immediately return calls to comment on the changes.
03/26/2018
Leveraging decades of thought leadership and personal and professional relationships cultivated over three generations, Kingfisher supports families and business owners in achieving their security, lifestyle and legacy goals.
03/23/2018
Linck will be engaging and leveraging teams in Pittsburgh, Cleveland and Chicago as appropriate to support this effort.
03/22/2018
Since joining UBS’ wealth management unit in March 2010, she has been charged with growing its bank, and to that end, has added mortgages and credit cards to its offerings. Its lending book is now about $42 billion, up from $17 billion when she arri