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.
09/25/2015
He started his career at Keefe, Bruyette & Woods in the late 1980s as a sector analyst.
09/24/2015
All four advisers joined on Sept. 11.
09/24/2015
Swiss private bank scoops up $1.3 billion Merrill private banking teamss private bank set to buy RBS's Coutts International - source
Group of three advisers produced $7.8 million in revenue
09/24/2015
PWP Global Macro strategy is a highly liquid, global macro strategy investing in equity indices, currencies, sovereign debt, credit, and commodities.
09/23/2015
Bank of the West appoints wealth management head from BNP
He also brings valuable retail banking experience having served earlier in his career as head of a retail branch group in Paris.
09/23/2015
Bigler Brings Broad-Based Senior Operational Expertise; McCormick Adds Investment Management, Banking, Insurance and Capital Markets Capabilities
09/23/2015
NYC wealth management firm boosts team
He recently published the book, 'A Wealth of Common Sense.'
09/23/2015
He was based in New York, had overseen Treasuries trading at Barclays since 2013 and joined the company in 1999 from Dresdner Kleinwort Benson.
09/23/2015
Lance will provide day-to-day leadership and vision for all aspects of asset management