01/25/2018
We are thrilled that he has decided to join Evercore to lead our Consumer Retail coverage effort, as his reputation for integrity and for providing clients with exceptional advice and execution fits perfectly with our business model.
01/25/2018
Corporate lawyer Kevin Friedmann has joined the Los Angeles office of global law firm Greenberg Traurig, LLP.
01/25/2018
A spokesman at BlackRock could not be immediately reached for information on her replacement.
01/25/2018
The independent channel has seen an influx of talent in recent months as advisors leave larger bank-owned firms for what they say is the greater flexibility offered by RIAs and IBDs.
01/24/2018
EFG launched its Santiago office in March 2016 to advise high net worth clients on international investments and also on Chilean assets, which it trades through its own local brokerage.
01/24/2018
The recent recruits are the first additions of 2018 for Steward Partners, the company says.
01/24/2018
Born in Havana, Cuba, Mr. Calderin immigrated to the United States with his family in 1962.
01/24/2018
Stack and Song are Managing Directors and Co-Heads of Government Services Investment Banking, and Sevilla will is a Director on the Government Services Investment Banking team.
01/24/2018
Khanna committed to driving innovative middle and back office alternative asset technology solutions for SS&C customers
01/24/2018
The Global Equity Team is expected to be fully integrated early in the second quarter of 2018.
01/24/2018
Mr. Binder has over 24 years of experience in the asset management industry.
01/24/2018
Matt Hamilton was promoted to Managing Director
01/23/2018
In 2017, we added over 50 professionals to our team to ensure we are meeting clients’ needs as well as expanding our internal knowledgebase and expertise.
01/23/2018
In her new role, Anna will develop and execute holistic and integrated D&I strategies to achieve the Firm’s short and long term D&I objectives.
01/23/2018
With over 16 years of experience in the financial industry and a focus on global equity markets, Daniel is an exceptional addition to the team.
01/23/2018
I chose Ameriprise because I wanted to continue my career at a firm with a strong band and reputation
01/23/2018
Chicago entrepreneurs & investors Eric Becker, Avy Stein enlist former BMO Wealth Management CIO to drive investment strategy for new RIA firm
01/23/2018
Appointment of 10th Managing Partner in the Firm’s History Ushers in the Next Generation of Leadership
01/23/2018
Mr. Holt joins from Rothschild & Co. where he specialized in M&A and strategic advisory assignments across a broad set of companies in the TMT space.
01/23/2018
Guggenheim Securities appoints consumer analyst
He received his B.S. from Cornell University.