11/15/2017
It has been the joy of my life to have the opportunity to serve our country as the first director of the Consumer Bureau by working alongside all of you here.
11/15/2017
Craig Muller and Darrell Claridge Bring Decades of Wealth Management Experience
11/14/2017
In that role, she developed strategies for Latin American clients, was a member of the Global Asset Allocation committee and chaired the local Investment Strategy Committee.
11/14/2017
He understands that each client need is different and that listening is the first step for finding a solution.
11/14/2017
They join us at an exciting time in our company's development when we are growing and attracting top industry talent who recognize the value and opportunity associated with our unique technology-driven business model.
11/13/2017
Ms. Carrillo concurrently resigned from her positions as a director of the Opus Community Foundation and Opus Financial Partners.
11/13/2017
Has been with the company for nearly 20 years and will remain in Charlotte.
11/13/2017
He spent four years at Deutsche Bank as a director.
11/13/2017
The new units will combine businesses under common leadership that have natural connections and intersections with clients and will work closely together in developing comprehensive solutions.
11/10/2017
The size and scale of the US pension market offers a significant opportunity for our business and a deep pool for asset gatherers.
11/09/2017
He worked at Citi Hedge Fund Services Ltd as Assistant Vice President within the Fund Accounting department.
11/09/2017
The Rockefeller family owns the new business along with Connecticut-based hedge fund Viking Global Investors.
11/09/2017
Veteran Investment Manager Damon Barglow Joins Company as Senior Portfolio Manager
11/09/2017
He will work closely with institutional and high net worth clients, globally.
11/09/2017
She serves as Chief Compliance Officer for the firm.
11/09/2017
His background also includes an internship at the Florida attorney general’s Miami office.
11/09/2017
We are fortunate to attract such world-class colleagues.
11/09/2017
He also worked at Citi Private Bank in Miami as managing director, senior private banker, and team leader for Latin America.
11/09/2017
She is a welcome addition to the team and will complement and enhance the wealth management division’s continued growth effort in the Tri-State region.
11/09/2017
You have to stay in the moment and look to the future.