09/11/2017
With advisors looking toward more actively managed platforms for investors, there is an increased need for information and communication about the use of risk mitigation index strategies
09/11/2017
Addition of IT industry veteran and former Federal Chief Information Officer for the US Government under President Obama continues firm’s expansion efforts into critical area of concern for clients.
09/11/2017
Moving forward, the company's technology organization will be especially focusing on innovations in machine learning and robotics
09/11/2017
Two of the bankers oversaw billions in client assets.
09/11/2017
He had been at Bank of America Corp since 2003, most recently as vice chairman of global energy investment banking, and has more than 30 years of experience in energy banking, the memo said.
09/11/2017
Greenberg’s “leadership role in many transformative M&A and financing engagements” is “well matched” to TM
09/08/2017
We are very fortunate to have found someone of his caliber and look forward to continued success.
09/08/2017
He has represented both private and public clients in negotiating placements of debt and equity.
09/08/2017
Prior to joining Andersen Tax, James worked at PwC
09/08/2017
He joins as a Senior Director in New York
09/08/2017
Stallings received his M.B.A. from Washington University in St. Louis and his B.A. from Vanderbilt University.
09/08/2017
Prior to joining Lazard he pent 18 years with RBC Capital Markets
09/08/2017
Lori Beer, who was CIO of the corporate and investment bank unit, will succeed Mr. Deasy, who plans to retire
09/08/2017
Messrs. Finkel, Sawyer, and Winitzer are all based in Guggenheim’s New York office.
09/08/2017
She will focus on developing and executing the firm’s marketing and fundraising efforts with an aim to substantially grow the firm’s AUM over the next few years.
09/07/2017
RB Advisors still sees further gains, based on trends in profits cycle studies, Bernstein said in the Reuters Global Markets Forum chat room.
09/07/2017
He will also play an important role in strategic acquisitions as a Member of the Strategic Development Committee, while specifically overseeing the Firm’s development outside of North America.
09/07/2017
Fiera Capital's fixed income offering is comprised of solutions that seek to optimize the risk-return trade-off
09/06/2017
She succeeds Len Brennan who will serve as chairman of Russell Investments through the end of 2017, after which time he will become a strategic advisor to the firm.
09/06/2017
Leonardo has more than 30 years of experience in tax consulting and advisory services.