11/18/2015
Fiduciary Trust Company Expands Investment Team
The Fiduciary Trust name is synonymous with exceptional service, disciplined investing and an unwavering focus on clients’ best interests
11/17/2015
Mr. Hilliard is Founder and Managing Director of Freedom Pointe Wealth Advisors
11/17/2015
Squarcia, the founding principal of One Charles, most recently served as a senior resident director at Merrill's Hyannis, Mass.
11/17/2015
Nomura Makes Three Senior Hires in Emerging Markets, Americas
These senior hires demonstrate Nomura's commitment to its Global Markets business in the Americas.
11/17/2015
Many companies in the financial services industry believe software is simply a tool that can be purchased with a large enough checkbook,” Wealthfront chief executive Adam Nash wrote in a blog post.
11/17/2015
Switzerland’s biggest bank seeks to build its global technology business.
11/17/2015
The bank had more than $2.4 billion in outstanding family residential loans as of June 30, one of the highest totals of any bank based in the state.
11/17/2015
Their reputation is formidable—Chris and his multi-generational team are such a good fit for our firm’s culture and values
11/17/2015
RCS Capital, a real estate investment firm founded by entrepreneur Nicholas Schorsch, has been in turbulence after one of its units announced a $23 million accounting error in October last year.
11/16/2015
Chief Executive Officer Bill Winters, 54, is eliminating 15,000 jobs to help save $2.9 billion by 2018
11/16/2015
When it came time for us to expand and add this division to our business, Andy was the natural choice for me to head it up.
11/13/2015
Prior to joining Washington Trust, Ryan was a partner at the law firm Partridge Snow & Hahn.
11/13/2015
Reuter joins Deutsche AWM from Mercer Investments, where she spent over a decade and most recently served as Principal and Head of US Real Estate.
11/12/2015
The corporate and transaction banking operations have been brought together in a Corporate & Investment Banking unit to be overseen by current investment bank co-head Jeff Urwin.
11/12/2015
Klingensmith joins from Pilatus Bank, where he was chief executive in charge of banking operations and oversight of ultra-high net worth client engagement.
11/12/2015
Ron Shortenhaus Named Director of U.S. Consultant Relations
11/12/2015
Kathleen A. Ryan, Esq. Named SVP, Wealth Management Client Services, Trust and Estate Services
11/11/2015
Wildish was most recently managing partner at private equity fund Corporate Partners.
11/11/2015
Mr. Parish brings nearly two decades of investment banking experience
11/11/2015
In their new positions, Smith and Vargas will coach their respective staffs and assist clients based on Fidelity’s LifeDesign banking program.