08/28/2018
He will work closely with individuals, families, professionals, retirees, business owners, executives and other high net worth clients to help them reach their goals. We are eager for him to join the team.
08/24/2018
He will be responsible for managing the evolution of Atria’s technology platform as the firm continues to enhance and build new technology capabilities to better serve advisors and their clients.
08/24/2018
Cook will serve as president and CEO and join the RIA’s investment committee.
08/24/2018
The move marks the latest expansion to BPM’s growing real estate group.
08/24/2018
The Revolution division will focus on our cloud-based performance and risk analytics platform.
08/23/2018
York has extensive experience in litigation involving Japanese parties and routinely works in collaboration with local Japanese bengoshi and benrishi to reduce the burden of U.S. litigation on Japanese clients.
08/23/2018
‘We’re excited to welcome this group and are confident they will further strengthen our proposition in the region.’
08/23/2018
This unique approach creates a much more desirable outcome for both advisors and their clients in comparison to the other options advisors face to solve their ownership transition issues such as other acquirers who are more focused on aggregating assets o
08/23/2018
Lapey was appointed Co-Manager of the firm’s flagship Third Avenue Value Fund alongside legendary value investor Marty Whitman, and was subsequently named sole Portfolio Manager of that fund in 2012.
08/23/2018
Alex Tanouye joins the growing high-net worth practice in Washington D.C.
08/23/2018
Our team decided to join RBC Wealth Management because of the firm’s longstanding reputation of putting clients first
08/22/2018
In this role, Gentleman will assist in growing the firm’s presence as a leading provider of multi-asset, retirement and alternative investment solutions
08/22/2018
Financial Services Veteran Brings 30-Year Track Record of Leadership Success and Business Growth
08/22/2018
Williams is a graduate of the University of North Carolina at Chapel Hill and served in the 422nd Civil Affairs Unit of the U.S. Army Reserve.
08/21/2018
She will provide comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Philadelphia area.
08/21/2018
Appointment Supports SEI's Strong Growth in Global Markets
08/21/2018
Nicole Boutmy de Katzmann departs Oppenheimer for boutique upstart
08/21/2018
Innovative Financial Solutions manages clients that include faculty and administrators at Indiana University.
08/20/2018
He succeeds Peter Preisler, who left the company a year ago to pursue other opportunities.
08/17/2018
Carter-Prall replaces Kate Danella, who was named head of Strategic Planning and Corporate Development at Regions Bank.