03/14/2018
Johnson, a senior wealth adviser in the Harrisonburg office, is also a certified financial planner and carries the FINRA Series 7 & 63 and VA Life and Health Insurance Licenses.
03/13/2018
As CIO, Peron will be responsible for providing investment management leadership to City National Rochdale.
03/13/2018
Natalia Murphy Appointed as Head of Trust and Wealth Planning for North America
03/13/2018
Solomon’s status rises at firm after fellow president, Harvey Schwartz, announces plans to retire in April
03/12/2018
“We congratulate our new shareholders and look forward to witnessing their continued achievements.”
03/12/2018
Michael Brakey and Grace Yoon to Join Rockefeller
03/12/2018
Based in Calgary, the MLD Wealth Management Group operates as a multi-family office with a focus on helping high net worth clients meet and exceed their complex financial goals.
03/12/2018
He holds an MBA in International Finance and Economics from The Wharton School, a JD from Stanford Law School, and B.A. from the University of Pennsylvania.
03/12/2018
He will provide comprehensive wealth management advice to high-net worth individuals and families, business owners, and entrepreneurs, as well as foundations and endowments.
03/12/2018
Alexandre Mincier joins as global head of insurance client solutions development, Mark Humphreys as head of EMEA client solutions development, and Vincent de Martel as solutions strategist for North America
03/09/2018
Insight Wealth Strategies, San Ramon, Calif., has added four employees.
03/08/2018
Goldman Sachs and Blackstone have both reshuffled the subadvisor line-up on their respective multi-manager alternative funds, according to Securities and Exchange Commission filings.
03/08/2018
The Board is comprised of eight top tax and legal Partners from Andersen Global member firms that will work alongside Global Chairman and Andersen Tax LLC CEO, Mark Vorsatz, to provide counsel and guidance in the direction and operations within Latin Amer
03/08/2018
Lee received an LL.M in Taxation from Georgetown University Law Center in 2005
03/08/2018
As Head of Business Development, Mr. Kovics will lead the growth and expansion of USCA's Wealth Management business.
03/08/2018
Law firm Davis Polk has added Michael S. Hong as a partner in its investment management group. Hong will focus on private equity fund formation. Previously, Hong worked at Paul, Weiss, Rifkind, Wharton & Garrison LLP where he was a partner in their pr
03/07/2018
U.S. CFO, Former Treasurer Takes On Business Leadership Role
03/07/2018
When our team has the ability to focus on our client service model rather than on back-office headaches, everything else just clicks,” Spradlin noted.
03/07/2018
Geri Gaughan was promoted to president and chief operating officer of Mutual Trust Life Insurance Co., where she has been senior vice president and general counsel.
03/07/2018
Next-generation technology continues to attract large firms to the Kestra Financial platform