07/02/2018
Pereira, who served as business development director at Citi’s private bank in Brazil, will focus on prospecting and attracting new clients within the ultra-high net worth and family office spaces
07/02/2018
The four wealth management experts who are joining VSWA in July 2018
06/29/2018
Mr. Riendeau will be based in PIMCO’s New York office and will report to John Kirkowski, Managing Director and co-Chief Financial Officer.
06/29/2018
Raymond James also promoted RJFS national director Jodi Perry as president of the firm’s independent contractor division.
06/29/2018
Top Producing, Full-Service Team Joins International Brokerage
06/28/2018
He is based in the greater Philadelphia area and reports to Evan Ratnow, head of fixed income manager research.
06/28/2018
Pat joining our team means we are now able to connect the full spectrum of institutional client to private client
06/28/2018
SteelBridge Private Wealth Advisors Join Boston Private Wealth To Grow Business in Strategic Southwest Florida
06/28/2018
Mr. Maley, who previously led Deutsche Bank's emerging telecom practice, has completed a significant number of LBOs and numerous debt and equity financings, including many as left bookrunner/lead arranger.
06/28/2018
Before joining UBS, Steinmeier had stints at Merrill Lynch, including as director of business development, and at McKinsey, LPL says.
06/28/2018
Flegenheimer said everyone will miss Preston's daily insights but will maintain his presence as an active member of the board and as a consultant.
06/27/2018
Earlier in his career, Barrocas worked at Bank Hapoalim, first as a private banker and Brazil and Chile team leader, and then as head of the investment advisory group.
06/27/2018
Roberts has more than 15 years of experience in the investment advisory business and was with Hilliard Lyons Capital Management before joining RiverPoint.
06/27/2018
Ms. Cathcart holds the Certified Investment Management Analyst designation and resides in Boca Raton, FL with her family.
06/27/2018
He received a bachelor’s degree from Hamilton College.
06/27/2018
Prior to taking on this role, Will was part of Bank of America’s Wholesale Credit Underwriting Group
06/27/2018
Prior to joining Lazard, Mr. Parker was a Managing Director and head of Communications, Internet & Media mergers and acquisitions at SunTrust Robinson Humphrey since 2015.
06/27/2018
Appoints Peter M. Glaser and Suhail A. Shaikh as Co-Heads of U.S. Direct Lending
06/27/2018
In her role at the public pension fund, she helped manage a portfolio of global hedge funds, private equity, private credit, real estate and real asset investments.
06/26/2018
Mr. Grossman joins from Wells Fargo where he was one of the cofounders of its Legal Specialty Group.