01/18/2018
According to WealthManagement.com, of the new hires, 202 joined Merrill Edge, while 333 came on board at Merrill Lynch and 25 joined U.S. Trust or Merrill Lynch in client-facing roles.
01/17/2018
Managing Partner Derrick Gordon Brings a Depth of Experience to Brooks International
01/17/2018
A spokeswoman for JPMorgan Chase declined comment to InvestmentNews about the firm’s plans in the wealth management space.
01/17/2018
Hamilton joins from Pioneer Wealth Partners LLC, where she most recently served as a director of strategic alliances
01/17/2018
"These appointments will allow us to further grow our client base in San Francisco, an important market in which we continue to invest,"
01/17/2018
Holstead ranked no. 55 on Barron's top advisors in Texas list in 2016, which pegged him approximately $1.9 billion in assets
01/16/2018
Glazer is no longer registered with a broker-dealer, according to his BrokerCheck profile cited by the website.
01/16/2018
Rising star at Merrill in New York lands at JP Morgan Chase
She "will oversee our branch and wealth management teams in the Tri-state area and help drive the transformative initiatives we have under way to evolve how we serve customers," according to the memo.
01/16/2018
Insight Venture Partners' team is more than 130 professionals strong, with over $18 billion raised, and has overseen investments in more than 300 companies across the globe.
01/16/2018
He also has deep experience counseling clients on Investment Adviser Act compliance issues.
01/15/2018
Empire Life and Canaccord Genuity announce recent hires
01/11/2018
Morgan Stanley announced Thursday a new class of 153 new managing directors, according to a person familiar with the matter
01/11/2018
Corporate lawyer William D. Davis II joined the Houston office of Norton Rose Fulbright as a partner. Previously, he was working at Baker McKenzie
01/11/2018
She developed a unique skill set and service style during her time in the Marines
01/10/2018
We are delighted to welcome Phil Yeates to the team
01/10/2018
He’s also worked for Mackenzie Investments and Allianz Global Investors.
01/10/2018
Based out of New York, Tsibiridis has joined RBC Capital as a managing director in M&A at a time when the firm is struggling to grow its U.S. M&A presence.
01/10/2018
Rosello most recently was senior vice president of federal government affairs at Wells Fargo.
01/10/2018
“Janet will take us to the next level,” said Hingorani, a hedge fund investor and former chief investment officer of New York City’s $160 billion pension system.
01/10/2018
Both Abel and Jain will also be added to Berkshire's board of directors