01/22/2015
Incapital LLC hired John DesPrez III, the former chief executive officer of John Hancock Financial Services Inc., to be the brokerage company’s next CEO as it seeks ways to further expand
01/22/2015
He has served at the SEC for five years
01/22/2015
Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.
01/22/2015
Washington REIT a leading owner of commercial and multifamily properties in the Washington, DC area, today announced the appointment of Stephen E. Riffee as Executive Vice President and Chief Financial Officer-elect, effective on February 17, 2015.
01/22/2015
“The Company has been extremely fortunate to be able to add strong talent and leadership to our Board over the past year,” said Clayton G. Deutsch, CEO and President of the Company. “
01/22/2015
He is an industry veteran, proven leader, advisor advocate and is adept in growing businesses. He will have a significant impact in assisting our Network Partner firms accelerate growth and increase profitability,” said Mr. Bello.
01/22/2015
Paul Landaiche will help advisers in Dynasty's network make acquisitions
01/21/2015
Ellisen will serve as Senior Fund Counsel
01/21/2015
Louis Cuomo is a Vice President and Private Client Advisor with U.S. Trust in Glen Rock, NJ
01/21/2015
Legacy Family Office boosts team
In her free time, Ruth enjoys boating and organizing brunches on the beach
01/21/2015
Names Phyllis R. Caldwell and DeForest Blake Soaries, Jr. to Its Board
01/21/2015
Citi Private Bank has named Steve Prostor head of the newly created role of sponsor finance, North America
01/20/2015
Foster emphasized that the new director’s mission is to ensure the compliance of processes and mitigate risks, including risks of fraud, corruption and ethical misconduct.
01/19/2015
Republic Bank Limited has announced the retirement of John Alves, managing director, Republic Bank Limited effective June 30, 2015.
01/19/2015
AmeriQuest Business Services, a technology-enabled provider of financial process automation, procurement, and asset management solutions, announced today the appointment of Mike Rowbotham to the position of Vice President of Strategy & Innovation.
01/19/2015
With 22 years of experience, Donohue previously led cash management operations for Eaton Vance, Dwight Asset Management and Lehman Brothers Asset Management-Neuberger Berman.
01/18/2015
Mr. Burke has over thirty years of experience in the wealth management industry.
01/16/2015
Feldman and Ann Bender, a senior registered sales associate who left UBS with Feldman, will work under the name Feldman Wealth Management of Raymond James.
01/16/2015
Wells Fargo Advisors, the brokerage unit of Wells Fargo & Co , did not immediately confirm the move.
01/15/2015
Barclays Nabs Family Office Exec
Prior to joining Barclays, Domoracki was the chief executive of two prominent multi-billion dollar family offices in Boston