01/27/2016
LPL Financial and IHT Wealth Management Welcome Advisor Team of Jeff Kocis, John Kinsella and Richard Rohlfing
Kocis, Kinsella and Rohlfing will be opening IHT’s newest office in Oakbrook, Ill.
01/27/2016
Kocis, Kinsella and Rohlfing will be opening IHT’s newest office in Oakbrook, Ill.
01/27/2016
Tiedemann Wealth Management boosts investment committee
He currently serves on the Investment Committee for the Board of the West Point Association of Graduates.
01/27/2016
Wells Fargo announces senior promotions
This unit works with business owners and their advisors to develop a succession plan, value the business, sell the business or manage closely-held interests held in trust or agency accounts.
01/27/2016
He is the fifth portfolio manager to join Deimos since last July
01/27/2016
Leading accounting firm shifts leadership structure to advance future growth strategy
01/27/2016
He will become a partner at WeiserMazars and he and his team will relocate to WeiserMazars’ Long Island office.
01/27/2016
Norm has broad and deep experience in today's extraordinarily complex and high-stakes regulatory environment for investment firms, and he will be a tremendous resource for our clients
01/27/2016
The Private Equity Growth Capital Council has named Mike Sommers president and CEO of the private equity trade association.
01/26/2016
He joins as Man looks to expand its presence in trading credit
01/26/2016
The departures come as the retention packages Bank of America offered Merrill brokers to stay after the acquisition in 2008 are about to expire.
01/26/2016
Sonsini earned his J.D. from Boalt Hall School of Law at UC Berkeley and graduated, magna cum laude, from Dartmouth College in 1988.
01/26/2016
Mr. MacKay is returning to the practice of law and will advise on a range of matters, including government and regulatory enforcement and compliance matters.
01/26/2016
Mr. Berliner joins Centerview from Peter J. Solomon Company where he was President and spent 23 years.
01/26/2016
Accenture has appointed Leonardo Framil geographic unit managing director for Latin America and country managing director for Accenture in Brazil, effective Jan. 1.
01/26/2016
Former UBS Portfolio Manager Joins Expanding Team in Southern California
01/25/2016
This followed reports last year that he was transferring to New York City. Gallo is still registered with the bank in London on the FCA Register
01/25/2016
Morgan Stanley last week reported fourth-quarter earnings that beat expectations.
01/25/2016
Neil was instrumental in PNC's rise from a small regional bank to one of the six largest commercial banks in the United States.
01/24/2016
He then joined Citibank where he worked as a legal and compliance officer in Barcelona, Spain
01/24/2016
He is charged with growing and deepening client relationships and providing leadership on matters affecting the whole firm including strategy, solution design, process efficiency, and thought leadership.