06/26/2024
Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy
06/26/2024
BBH is pleased to announce it has grown its Infomediary® Data Solutions team in the U.S. and Europe to support its continued investment in data solutions.
06/26/2024
Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy
06/26/2024
Eric brings over 12 years of industry experience to the team.
06/25/2024
Additionally, he will oversee a team of roughly 20 investment professionals across asset classes.
06/25/2024
Ryann brings nearly 20 years of wealth management experience to the role.
06/25/2024
Ben, a seasoned wealth manager, is committed to providing tailored services to all clients.
06/24/2024
Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank
06/24/2024
Rothermich oversaw all high-net-worth planning for TIAA and directly advised clients holding over $1 billion in assets; he brings three decades of experience serving ultra-high-net-worth clients and institutions to Fidelis Capital.
06/21/2024
He will be based in Dallas, Texas.
06/21/2024
Ali Harmer moves back in house after four-and-a-half-year stint at Coda Law Group
06/20/2024
His experience has allowed him to help source, underwrite, negotiate and close on approximately $80 million of deal capitalization for the firm, and assist with some asset management needs.
06/20/2024
Previously, Dan was a Senior Portfolio Manager at Northern Trust Asset Management
06/19/2024
The team moving to RBC also includes senior business associates
06/18/2024
Previously, she was regional sales manager at Vanguard, client advisor at J.P. Morgan Asset Management, national sales manager and co-head of wealth management distribution at Merrill Lynch & Co. and a regional director at Goldman Sachs.
06/18/2024
Fast-growing RIA adds Cox to lead client communications on investment strategy and market analysis
06/18/2024
A private banker in the US lender’s managed advisory team in Singapore has left the company.
06/17/2024
Ms. Stumne is based in Minneapolis and works directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.
06/14/2024
The wirehouse has made three senior appointments within its IWM and international banking divisions, Citywire can reveal.
06/14/2024
Mr. Huffman will chair the Nuveen Executive Leadership Team and serve as a member of TIAA’s Executive Committee.