03/16/2016
Hogan Lovells has an in-depth client listening program to ensure that it is systematically gathering feedback from clients both in terms of current performance and areas for improvement. In 2015, the firm ranked third in BTI Consulting Group’s annua
03/16/2016
Youngwood has worked at the bank for almost two decades, including stints in London and Paris, according to the memo.
03/15/2016
At Sagent, Parker advised Scitor Corp, a portfolio company of Leonard Green & Partners, on its sale to Science Applications International Corp for $790 million.
03/15/2016
He is a seasoned wealth management professional with banking and brokerage expertise, including various regulatory, operational and management experience.
03/15/2016
When Murphy returned, speculation was that she was promised a clear path to taking a more senior role at BofA within a couple of years.
03/15/2016
The position is new. Ms. Osberg will report to Deborah Drachman, head of U.S. consultant relations.
03/11/2016
The Private Client Reserve serves high net worth individuals and families who have complex financial interests and needs.
03/11/2016
During the tenure of John Koudounis, MSUSA has grown in terms of profitability, number of clients, and product diversification.
03/11/2016
Jensen had long been seen as the heir apparent to Dalio, who founded Bridgewater in 1975.
03/10/2016
We are extremely pleased to have talent of the caliber of Sebastien and John join our global team and spearhead our operations and business development in the Americas
03/10/2016
Charles and his team understand that our firm and platform are designed to truly allow advisors to make decisions that are in their clients' best interest.
03/10/2016
FundCount has over 100 client firms worldwide, with 80 of these in the Americas. Additional FundCount clients are in South Africa, Switzerland and Singapore.
03/10/2016
Judge Gleeson earned his B.A. from Georgetown University and his J.D. from the University of Virginia School of Law.
03/10/2016
Wells Fargo adds ex-Merrill team; wealth executives on the move
03/09/2016
Robert Anderson and Aly Lovett Advance to Principal; Richard Liu Named Vice President
03/09/2016
This puts him at No. 12 on the list of top donors in the 2016 cycle so far.
03/09/2016
He was also U.S. coordinator for policy toward the future of Afghanistan and the U.S. envoy to both the Cyprus and Northern Ireland peace talks.
03/08/2016
She holds an undergraduate degree in Quantitative Economics from Tufts University
03/08/2016
Morgan Stanley loses risk analytics head; Portney leaves JP Morgan; Goldman shuffles London office
03/08/2016
She was named managing director in 2001 and partner in 2006.