01/06/2016
The firm’s expansion over the past two years and growing number of assignments have created the need to add another professional to the firm’s senior management team.
01/06/2016
Jennings also has served as chief strategist at the firm and has specialized in estate planning and wealth management, including practicing trust and estate law.
01/06/2016
Millbrook Capital Management Inc said Wednesday that it appointed Alan Rivera to President and John Powers to Senior Vice President effective Jan. 1. Rivera previously held the position of General Counsel & Chief Financial Officer at Millbrook Capital
01/05/2016
Baird Names new CEO
He is only the eighth person to lead the firm since its founding in 1919, a testament to the strong leadership, consistent values and long-term partnerships that have differentiated Baird for more than 95 years.
01/05/2016
Previously, Armstrong, 55, was executive vice president and commercial banking group leader at First Capital Bank.
01/05/2016
York founder James Dinan and chief investment officer Daniel Schwartz will be investing in Mr. Weinberger's new fund
01/05/2016
Prior to joining OppenheimerFunds, Reid served as Senior Vice President, Global Institutional Operations
01/05/2016
Mr. Davide earned a Bachelor of Science degree in Finance and a Master's in Business Administration in Financial Services
01/04/2016
He has lectured on income and estate tax matters at numerous professional meetings and seminars.
01/04/2016
Oppenheimer & Co. Inc. Names Chief Marketing Officer
She will be based out of the firm's New York headquarters and will be the newest addition to the Management Committee. She reports into Rob Lowenthal, Senior Managing Director.
01/04/2016
Mason Braswell And Jed Horowitz Bring In-Depth Reporting Experience To Fast-Growing News Site
01/04/2016
The original team, which came together in the mid-1980s, has expanded significantly as the firm’s capital base and investment scope have grown.
01/04/2016
Burdick succeeds Scott Bessent, who left Soros to start hedge-fund firm
01/04/2016
Wealth management has become a lucrative business in South Florida because of the number of wealthy people who live and vacation here.
12/30/2015
Perciak was an executive at Fifth Third from 1999 to 2004.
12/30/2015
Veteran steps down as global wealth head
He will retire on June 30 but no longer serve as a vice chairman and head of global wealth as of Jan. 1.
12/27/2015
Prior to Waverley Labs, he was the general manager of federal programs for CyberPoint International, providing consulting support to multiple US government customers.
12/23/2015
One of the nation’s oldest and largest associations representing the interests of insurance professionals and financial advisors
12/22/2015
Itaú BBA International provides support to Itaú BBA by linking clients in Latin America seeking to increase business ties with Asian and European investors, and vice versa.
12/22/2015
Goldman's investment bank is closing in on one of its best years on record.