02/17/2025
He was most recently the vice chairman of South Atlantic region at JPMorgan Private Bank, where he oversaw the growth of the ultra high net worth and family office business segments across the region.
02/14/2025
The promotions of Wendy and Owen recognize their professional growth
02/14/2025
Rocchio to Lead Strategic Growth and Enterprise Advancement to Accelerate Client Success in Next-Gen Wealth Management Ecosystem
02/14/2025
Arlene Schuchard has been promoted to head of Latin America private bank and wealth management.
02/14/2025
She also held leadership roles at Fifth Third Bank, overseeing business banking across multiple states, including Florida, Georgia, Kentucky, North Carolina and Tennessee.
02/13/2025
Ed has established strong relationships with a broad array of investors
02/13/2025
DiLuigi will also be joining the Wilmington Trust Senior Leadership Team
02/12/2025
Over the past two years, Zhang has demonstrated strong leadership by sourcing and leading several investments in the firm’s private portfolio.
02/12/2025
Prior to that, he offered similar services at a preeminent professional service network and afterwards was at a Denver law firm as tax counsel in the corporate and estate planning practice.
02/12/2025
Bank’s First Florida Attorney to Support Strategic Expansion in South Florida
02/12/2025
Wunderli will develop wealth.com's estate planning, tax analysis and wealth transfer solutions for ultra-high-net worth families, hand in hand with strategic partners
02/12/2025
Jane Swan promoted; Roraj Pradhananga serves as chief investment officer
02/12/2025
Mandy will assume her new role effective March 24, 2025, subject to relevant approvals.
02/12/2025
Former Goldman Sachs AYCO chief executive Larry Restieri will succeed Oros as Hightower's CEO this spring.
02/10/2025
“These appointments mark an exciting chapter for the business as we accelerate growth and elevate our banking and advisory capabilities to unique market segments”
02/10/2025
The news about Mr Manchin came in a joint announcement from Apollo and Athene, which completed a merger in 2022.
02/06/2025
Brad Goodman has joined the firm as Chief Technology Officer, backed by two decades of experience in transforming wealth management technologies.
02/06/2025
Dave Breslin, formerly head of First Republic’s private-wealth unit, is launching GC Wealth.
02/06/2025
Lou Capparelli to serve as Chairman of Global Casualty
02/06/2025
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team