07/26/2017
Seven senior-level professionals will contribute a unique blend of experience in supporting the reengineering and transformation of the Bank’s platform to meet regulatory requirements and position the Bank for profitable growth.
07/25/2017
John brings a holistic hands-on approach to building customized retirement solutions to affluent individuals and families.
07/25/2017
Panarese joined Wilmington Trust in 2008 with considerable tenure in the financial services industry
07/25/2017
Former Goldman Sachs Economist to Focus on Latin America
07/24/2017
Tillman Offers a Unique Perspective and Ability to Calibrate Top Talent Across the Globe
07/20/2017
Harold Rhee Joins as a Wealth Management Consultant
07/20/2017
Jean Champagne has joined the Houston office as a Private Client Advisor.
07/20/2017
Nir received a business degree in Business Management and Finance from the University of Ottawa (Canada)
07/20/2017
The wealth management industry will undergo considerable change in the years ahead, and Fiduciary Trust is well-positioned to meet the emerging needs of wealthy individuals and families across multiple generations,” said Ms. Mejia.
07/20/2017
Earlier this summer, UBS hired a $3 million team in New Jersey from Merrill Lynch as well as teams in Michigan and Ohio.
07/20/2017
Bill’s contributions to the company are extensive
07/20/2017
Team switches firms but stays in Roseville, Calif.
07/19/2017
She led the DC real estate research and consulting practice.
07/19/2017
Reers has worked with private clients and their businesses, foundations and family offices on tax, wealth transfer, business succession and charitable planning. She also has a robust cross-border advisory practice.
07/19/2017
Mr. Hetner also implemented information security and regulatory compliance programs for Citigroup’s Institutional Client Group global business and technology units.
07/19/2017
UBS recruited two RBC advisers who managed $290 million in client assets, according to the firm. Advisers Deborah Johnston and Erica Frantz joined the wirehouse in Minneapolis, where they report to Christopher Watkins, Minnesota market head and branch ma
07/19/2017
Prior to this role, she held senior investment management roles at Oppenheimer Capital, Federated Investors and Clay Finlay Inc.
07/18/2017
Bank appoints industry veteran, who also ran the business at Merrill Lynch, to newly-created role
07/18/2017
Riad returned to South Africa as a consultant to Acsis
07/17/2017
Gerald L. Hassell will continue to serve as Chairman of the Board through December 31, 2017, working closely with Mr. Scharf to ensure a seamless transition of responsibilities.