12/24/2014
Raymond James Adds 8 Advisors; Margaret Towle Joins Merrill
Its investment-services team includes eight advisors, who manage close to $220 million in client assets.
12/24/2014
Its investment-services team includes eight advisors, who manage close to $220 million in client assets.
12/23/2014
These additions to the company reflect our growth strategy for 2015
12/23/2014
With 20 years of industry experience, Mr. Gundersen was previously Managing Director at BlackRock iShares
12/23/2014
Blue Calypso, Inc. developer of patented mobile consumer engagement and social advocacy solutions for retailers and product manufacturers, announces the appointment of Jon Merriman to the Board of Directors.
12/23/2014
The bank's Private Client Reserve provides wealth management services to individuals and families with a net worth of $3 million or more.
12/23/2014
Belfast-based IT company Options has appointed an ex-KPMG director as its new chief financial officer.
12/22/2014
Angela Wilcoxon has been promoted to senior vice president of enterprise risk management for Citizens Bank in Batesville.
12/22/2014
Joseph B. Bower Jr., president and chief executive officer of CNB Bank, recently announced the promotion of Eric A. Johnson, CTFA to the position of vice president/wealth & asset management.
12/22/2014
Hormell and Nicholas Added To Experienced Corporate Board
12/22/2014
DeVincent brings thirteen years of marketing leadership, previously serving at a wealth management software company, eMoneyAdvisor, LLC, where he was Executive Vice President of Marketing.
12/22/2014
Rob will play a crucial role in trust agreement negotiations
12/22/2014
Harrison has been instrumental to the creation and success of Northwestern Medicine, a strategic partnership between the medical school and health system, to become one of the nation’s premier academic medical centers.
12/22/2014
The business side will be led by Michael Friedlander who was formerly Head of Asia Operations, Technology and Onboarding for Millennium Capital Management Asia. Friedlander previously also served as COO and CFO of APG Asia based in Hong Kong.
12/22/2014
He will be responsible for managing overall business growth, client relationships and new business development for the company's business activities in Australia, China, India, Japan, Korea, and New Zealand.
12/22/2014
DiamondRock Hospitality Company announced today that Dustin Resnick has joined the Company as Vice President, Acquisitions and Investments, effective immediately.
12/22/2014
Ocwen Financial Corp. will have to move past a punishing regulatory settlement without the driving force of Executive Chairman William C. Erbey.
12/21/2014
Wells Fargo’s Wealth, Brokerage and Retirement division is consolidating WBR’s investment research, strategy, manager research and publications units into the Wells Fargo Investment Institute (WFII), WBR has announced.
12/19/2014
South Florida investment advisorsC. Grant Conness and Andrew M. Costa--co-founders and managing directors of Global Wealth Management (GWM) in Fort Lauderdale--today announced the hiring of former professional baseball player Richard Giannotti as preside
12/19/2014
The woman leading Capital Health in Nova Scotia for the past eight years is moving west.
12/19/2014
John Waldron, who followed David Solomon from Bear Stearns Cos. to build up Goldman Sachs’s leveraged-finance business, is now joining him atop Wall Street’s leading investment-banking division.