10/23/2018
"With our expert wealth team and specialized products and services, Union Bank has built a solid reputation for serving the complex needs of individuals, families and businesses," said Sherline.
10/23/2018
Jessica Landis was previously the director of Financial Planning and led a team that won a 2018 WealthManagement.com Industry Award.
10/23/2018
Rick also served as President of Wells Fargo Portfolio Risk Advisors (an SEC-registered investment advisor) specializing in the design and management of equity-derivative portfolio overlay strategies for institutional clients of the firm.
10/23/2018
Tom advises U.S., European, and emerging markets companies and private equity funds in connection with equity and asset acquisitions and dispositions
10/23/2018
Hoekstra will serve as chairman of the firm, Straus said, but declined to discuss the precise roles either of the new executives will play.
10/23/2018
Cuneo is the latest senior addition to the Rockefeller team since the firm was relaunched in March.
10/23/2018
Kelly Coffey, who spent 25 years at the company, is leaving to take a new job
10/22/2018
Mr. Wehle will be based in New York, and will report to Greg Dalvito and Laurence Braham, Co-Heads of Technology Banking, Americas at Barclays.
10/22/2018
He has been an active member of a wide variety of ESG networks and organisations, and has been instrumental in helping companies to evolve their corporate practices in key areas.
10/21/2018
Asia investment banking co-heads moved from management job to ‘chairmen’ role
10/19/2018
She is involved in putting together a recommended list of strategies and creating model portfolios for use by HSBC private bankers.
10/19/2018
A Mizuho spokesman declined to comment.
10/18/2018
Dunn brings 17 years of investment knowledge and experience, having previously served as a portfolio manager at BNY Mellon Wealth Management.
10/18/2018
Chan is leaving the firm to pursue other opportunities, a Columbia Threadneedle spokesman confirmed.
10/17/2018
Sharon L. Klein appointed Family Wealth President for Eastern Region. James O’Hoppe hired as Wealth Advisory President of Tri-State Region.
10/17/2018
Barratt replaced Alfonso Reydet, who moved to the firm's institutional distribution unit in charge of marketing both Bice and third-party funds.
10/17/2018
Opens doors to new offices in New York and Toronto
10/16/2018
Browne will work with senior members of Pimco’s asset allocation team such as managing director and portfolio manager Geraldine Sundstrom, who focuses on growing the firm’s more tactical multi-asset strategies.
10/16/2018
As of June 30, Giroux manages about $47 billion for individual and institutional investors.
10/16/2018
The Fund Banking Division will be based in Midtown Manhattan.