01/08/2015
Successful families and individuals rely on VisionQuest’s planning and wealth management proficiency in seeking to preserve, diversify, and grow their wealth; institutional investors seek out VisionQuest for its asset management expertise.
01/08/2015
Burnett will report to Managing Director Luis Castellanos.
01/08/2015
Dan Kramer Named Executive Vice President of Client Service Delivery
01/08/2015
Investment advisor Marathon Asset Management L.P., said it has appointed Jamie Raboy, its global head of risk management, as partner.
01/08/2015
Guggenheim Partners has slashed personnel at an internal hedge fund that hasn't lived up to its big expectations.
01/08/2015
In his new role, Dr. Thomas will oversee all research, portfolio management, and business activities at Savos.
01/07/2015
The acquisition helps United Capital expand its presence in California. Rayner & Haynor will become United Capital’s 11th office in the state.
01/07/2015
Both women share a previous working history at The Northern Trust Company
01/07/2015
Peter Majar, Ben Holman Join New York, St. Louis Offices, Continue Growth Trend
01/07/2015
A spokeswoman for BNY Mellon confirmed Ifert's departure.
01/07/2015
Pioneer Investments today announced two new senior hires to lead U.S. Intermediary Distribution and U.S. Marketing and Product Development.
01/07/2015
Morgan Stanley, the world's biggest brokerage firm as measured by its army of more than 16,000 brokers, said on Tuesday it poached an elite team of eight brokers from Bank of America Merrill Lynch's Private Banking and Investment Group, where th
01/07/2015
Landon, 66, was selected to fill one of two vacancies on the seven-seat board.
01/07/2015
The Philadelphia-based firm last announced recruits in October
01/06/2015
In her new role, she will support the growth of BlueBay's alternatives business
01/05/2015
Dexion Capital Plc, an alternative investment bank, appointed Magnus Spence head of asset management. Spence will be responsible for expanding the company's range of real asset and alternative credit fund offerings, Dexion Capital said in a statemen
01/05/2015
TC Wealth Management marks the first team of 2015 for HighTower, which completed a total of 13 transitions in 2014 and is on track to exceed that number this year.
01/05/2015
Advisors managing more than $350 million in combined assets joined Wells Fargo Advisors last month.
01/05/2015
Three elite advisers with Merrill Lynch's Private Banking and Investment Group jumped to Morgan on Friday
01/05/2015
Canerday is a member of the Private Wealth Services practice group, where she counsels individuals, high net worth families and closely held businesses on sophisticated estate, gift and charitable planning matters.