Managers of Wealth Americas

Bittinger will be a managing director in the global technology group and help cover software and infrastructure for the bank.

She has served in a number of roles that include leading and growing a sales team.

Kush Malhotra Named Regional Market Manager for Western Region – South

A financial services firm in Cincinnati, to lead its private client practice.

Brunswick has 30 years of experience in the financial services industry and has worked closely with institutional and ultra-high-net-worth clients

During the first half of the year, the firm’s Private Client Group’s assets under administration increased 25% to $631 billion from $506 billion.

Bittinger will be a managing director in the global technology group and help cover software and infrastructure for the bank.

Mr. Joyce, who is based in New York, will oversee the firm's trust and estates strategy and administration in the U.S.

AdvicePeriod is pleased to announce the addition of industry veteran Alan Bonde.

New Teams’ Broad Reach Extends from East to West Coasts with National Client Base

He also served as a core member of the Aerospace & Defense Practice.

She was the Global Head of Events for its private bank.

Neuberger Berman Managing Director and Former McKinsey & Company Partner to Become CFO and Succeed Ken Moreland in Q1 2018

Her work on in-agency appeals with the Internal Revenue Service on up to litigation challenges of tax bills.

The advisors have more than $330 million in assets under management.

Will head region where demand is up for business transformation solutions

The growth asset team at the actuarial and consulting firm.

The U-5 report filed by UBS on his separation says that it was not related to compliance or sales practice issues.

Financial services specialist and West Point graduate joins the firm’s growing Seattle office

She is also responsible for client management relating to all of the Special Situations service offerings.