07/04/2025
Kaufmann said: “Establishing a US Marine practice at a company with Arch’s growth trajectory and reputation for bringing innovative solutions to its customers is an attractive opportunity."
07/04/2025
The investment bank also hired former Citigroup dealmaker Ali Syed to cover sovereign wealth funds and pension funds last year.
07/04/2025
The recent leadership changes and market conditions have contributed to a strong quarter for Goldman Sachs Group, which saw a significant price surge.
07/03/2025
In this role, he led investment product strategy, development, and distribution for international clients.
07/03/2025
The changes are effective as of July 1.
07/03/2025
JPMorgan's private banking business oversees more than $2.9 trillion in client assets globally.
07/03/2025
Jason Van de Loo replaces Larry Miles, who will transition into the newly created role of executive vice president of strategic partnerships.
07/02/2025
In addition, he will manage and further develop EFG’s competitive offering in the Latin America Region and ensure a strong compliance and governance framework.
07/02/2025
In this role, Jose will lead and oversee the Group’s U.S.-based technology initiatives
07/02/2025
He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.
07/02/2025
Margaret Jarocki joins EP Wealth as head of partnership integration and has a track record of successful M&A at Captrust.
07/01/2025
I am very excited to announce the appointment
07/01/2025
Abel Montañez to drive growth and deepen client engagement across the Western U.S.
07/01/2025
Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific
07/01/2025
Serving ultra-high-net-worth clients and institutions for more than 40 years, Paul Trippe is a respected investment authority in the private banking industry.
06/30/2025
The resignations of Mr. Ming Yi, Mr. Fuyou Li and Ms. Ying Li from these positions were not a result of any disagreement with the Company
06/30/2025
Insurance and wealth advisory Triad hires former Fidelity executive Derek Sullivan as CFO and promotes planning chief Scott Rinehart to lead the wealth division as it nears a $1 billion in client asset goal.
06/30/2025
Houston Firm Welcomes Former Morgan Stanley SVP Mark Monroe, Advisor to over $1B in Assets
06/27/2025
He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
06/27/2025
Diamandakis, whose role will be to support and build new relationships with sponsors and asset managers, joins the bank after 11 years at Citigroup.