01/30/2015
Over the course of her career, Lynn has contributed to the development of new services and personal insurance solutions for affluent individuals and multi-generation wealthy families for over 25 years.
01/30/2015
Hub International Northeast, a division of Hub International Limited, has hired Lynn Killeen as first vice president of Private Client Services, focusing on further developing Hub’s family office practice.
01/30/2015
DMS Offshore Investment Services (DMS), the world's largest fund governance firm, has appointed Westley Chapman as a Director.
01/28/2015
"We are thrilled to welcome three multi-year veterans, with such deep understanding of the institutional marketplace, and feel confident that they will be instrumental in expanding our footprint in this very important space,"
01/28/2015
In the years that John has been with us, his skill, expertise and insights have made a great contribution to Steben & Company, in both our new and existing funds
01/28/2015
Braunstein, who is the brother of JPMorgan’s former vice chairman and Chief Financial Officer Doug Braunstein, didn’t return telephone messages seeking comment.
01/25/2015
Sentinel Trust Company, a multi-client family office serving affluent families and their closely held companies and foundations, is pleased to announce two executive promotions and a new hire.
01/23/2015
U.S. Bank, the wealth management division of U.S. Bancorp, named Dan Farley regional investment director for its Private Client Reserve.