09/30/2015
A former CPA, Kleist has extensive experience delivering wealth planning, investment and credit solutions to families
09/30/2015
Mr. Regan began his career at Merrill Lynch in 1995.
09/30/2015
NYC Office Appoints 25-Year Industry Leader as Director and Welcomes Lea Emery
09/30/2015
In addition, Wedbush launches Advanced Securities Division initially focused on digital currencies and contracts, and private company shares.
09/29/2015
Mr. Pacheco is the Chief Executive Officer and a director of Mercantil Colpatria S.A. As Head of the Colpatria Group
09/29/2015
O'Connell worked at Merrill's Wellfleet, Massachusetts
09/29/2015
Claren Road reported assets of $4.2 billion as of June 30, down from a peak of $8.5 billion as of Sept. 30, 2014
09/29/2015
Debra has more than 20 years of experience in health care with a concentration in building and maintaining diverse provider networks
09/29/2015
Their expanded roles include leading Investment Grade Loan Syndications, Real Estate Syndicated Finance and Loan Sales
09/29/2015
Fiduciary Trust Company of New England (FTCNE), a wealth advisor and investment management firm for high net worth families and charitable organizations, announced today that Walter “Bud” Abbott has joined the firm as vice president.
09/29/2015
Rockers earned his bachelor’s degree from Colorado State University
09/29/2015
Industry veteran Marjorie Kaufman has joined Activist hedge fund manager Barington Capital Group as a partner in charge of marketing and investor relations.
09/29/2015
Mark has served in leadership roles at Ernst & Young, Putnam Investments and most recently at Pioneer Investment Management, where he held successive roles as CFO & COO.
09/28/2015
Sean Fahey to take role as sole chief investment officer
09/28/2015
The international wealth management company offers financial services on retirement, education and legacy planning.
09/25/2015
Shartsis advises and manages money for high net worth families and corporations.
09/25/2015
She will report to Averill Jarvis, managing director of client services and head of all of Pitcairn’s relationship teams, effective October 5.
09/25/2015
Guth will be based in New York and report to Paul Stefanick, Global Head of Investment Banking Coverage and Advisory and Co-Head of Corporate Finance Americas.
09/25/2015
Holman received his MBA from Washington University’s Olin Business School and a bachelor’s degree from the University of Pennsylvania.
09/25/2015
FiNet recently recruited five advisors from Triad Advisors with a combined $120 million in AUM.