02/28/2025
Under Wong’s leadership, his team will leverage the extensive set of Principal investment solution capabilities backed by the firm’s heritage in retirement and life to maximize customer experience and drive outcomes.
02/27/2025
Biotti will join Citi in late May from Bank of America opens new tab, where he most recently served as an executive for its Northeast division
02/27/2025
Helen brings a specialized, technical expertise
02/27/2025
He previously served as co-head of investment banking, a role he assumed in 2014 after joining Goldman in 2000.
02/26/2025
Target clients are seeking something different from traditional offerings.
02/26/2025
Most recently, he served as chairman of Willis Re/Gallagher Re North America.
02/26/2025
Melissa Scheffler promoted to succeed Robic as Division President, Personal Risk Services, Chubb North America Insurance
02/26/2025
New technology chief will build out product and engineering teams, drive product innovation within the Savvy Wealth platform
02/25/2025
Seasoned industry executive fills leadership role at surging independent RIA firm led by James Bogart
02/25/2025
Qiu may simply have availed himself of the big packages offered by hedge funds.
02/25/2025
They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities.
02/24/2025
In this role, Ms. Stone will lead the firm's marketing strategy, brand positioning, and corporate access client engagement initiatives.
02/24/2025
He spent seven years at Barclays before his brief sojourn at UBS.
02/21/2025
Aalok Virmani has joined Cooley’s Chicago office as a tax partner in the firm’s fund formation practice group.
02/21/2025
The leadership expansion follows hot on the heels of Nuvei’s acquisitions of Paywiser’s Japanese subsidiary
02/20/2025
Costa, originally from Brazil, began his career at Morgan Stanley in 2006 before moving to JP Morgan Private Bank, where he worked from 2010 to 2018.
02/19/2025
Myers has over 10 years of leadership experience with responsibility for managing operations and process improvement.
02/19/2025
Rick Bregman Retires After 34 Years with the Company
02/18/2025
Mr. Wethington will be based in the Hot Springs, AR office.
02/18/2025
Zakharia, hired to stabilize the firm, confirmed she has left the performance reporting tech company.