10/04/2018
With clients becoming more solutions-oriented, contributing our knowledge and experience to a firm with this breadth of capabilities is very appealing.
10/04/2018
Atlanta office to serve as headquarters for Carolinas, Georgia, Alabama, Tennessee and Kentucky operations
10/04/2018
Cresset Family Office has added Jill Shipley and Vimala Snow to its team. Shipley, who is based in Palm Beach, Florida, will lead family culture, impact and governance while the Denver-based Snow will serve as managing director of wealth strategy for the
10/04/2018
We are excited for these incredibly talented individuals
10/04/2018
Addition of Milwaukee-area Team Expands Firm’s Fixed Income Offerings
10/03/2018
Two Seasoned Attorneys Will Advise Chinese Individuals and Companies on U.S. Real Estate Investment Opportunities and Cross-Border Transactions
10/03/2018
After 10 years there, he transitioned to The Cynosure Group, another private equity firm, where he currently serves as a senior advisor.
10/03/2018
Business Pairs Commercial Banking Customers with Potential Family Office Partners
10/03/2018
Mr. Shua will be a member of the Technology Executive Committee and Wealth Management leadership team.
10/03/2018
The team worked together for seven years at Citibank before joining Signature Bank.
10/03/2018
But the hiring spree appears to be slowing down, according to the web publication
10/02/2018
Before that, Mr. Elias was the CTO responsible for infrastructure across multiple lines of business with accountability for technology architecture, design, build and operations.
10/02/2018
The $50 billion pension fund created the team to screen and select investments in this market
10/02/2018
The firm made nine hires to its U.K., global and emerging market equities teams in July.
10/02/2018
With 2,000 lawyers in 20 offices around the globe, Sidley is a premier legal adviser for clients across the spectrum of industries.
09/30/2018
Falcon Wealth's history is filled with major feats and milestones, and the addition of this new division is no exception.
09/28/2018
Bakhash will provide comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Los Angeles area
09/28/2018
Ms. Born frequently volunteers her time providing financial advice to low-income families in the Los Angeles area.
09/28/2018
Simon will report to Senior Director and Team Leader David J. Maksymetz and will be responsible for managing client relationships covering all aspects of wealth management advice including investments, planning and banking.
09/28/2018
The additions augment KDB’s capabilities in the financial technology (fintech) arena, said KDB Senior Principal Scott Bluni.