12/22/2014
Joseph B. Bower Jr., president and chief executive officer of CNB Bank, recently announced the promotion of Eric A. Johnson, CTFA to the position of vice president/wealth & asset management.
12/22/2014
Hormell and Nicholas Added To Experienced Corporate Board
12/22/2014
DeVincent brings thirteen years of marketing leadership, previously serving at a wealth management software company, eMoneyAdvisor, LLC, where he was Executive Vice President of Marketing.
12/22/2014
Rob will play a crucial role in trust agreement negotiations
12/22/2014
Harrison has been instrumental to the creation and success of Northwestern Medicine, a strategic partnership between the medical school and health system, to become one of the nation’s premier academic medical centers.
12/22/2014
The business side will be led by Michael Friedlander who was formerly Head of Asia Operations, Technology and Onboarding for Millennium Capital Management Asia. Friedlander previously also served as COO and CFO of APG Asia based in Hong Kong.
12/22/2014
He will be responsible for managing overall business growth, client relationships and new business development for the company's business activities in Australia, China, India, Japan, Korea, and New Zealand.
12/22/2014
DiamondRock Hospitality Company announced today that Dustin Resnick has joined the Company as Vice President, Acquisitions and Investments, effective immediately.
12/22/2014
Ocwen Financial Corp. will have to move past a punishing regulatory settlement without the driving force of Executive Chairman William C. Erbey.
12/21/2014
Wells Fargo’s Wealth, Brokerage and Retirement division is consolidating WBR’s investment research, strategy, manager research and publications units into the Wells Fargo Investment Institute (WFII), WBR has announced.
12/19/2014
South Florida investment advisorsC. Grant Conness and Andrew M. Costa--co-founders and managing directors of Global Wealth Management (GWM) in Fort Lauderdale--today announced the hiring of former professional baseball player Richard Giannotti as preside
12/19/2014
The woman leading Capital Health in Nova Scotia for the past eight years is moving west.
12/19/2014
John Waldron, who followed David Solomon from Bear Stearns Cos. to build up Goldman Sachs’s leveraged-finance business, is now joining him atop Wall Street’s leading investment-banking division.
12/19/2014
Raymond James has snagged a $300 million team from Morgan Stanley Wealth Management.
12/19/2014
Golden State Wealth Management is pleased to welcome its newest affiliate, Bradley Fallon.
12/19/2014
Bank of America's Merrill Lynch said Friday it recruited a broker away from UBS Wealth Advisors.
12/18/2014
Ms. Hardwick will continue to report to Mr. Crager in her new role.
12/18/2014
Orenstein oversaw as much as $1 billion at SAC, the $14 billion hedge fund that became Point72 Asset Management after it pleaded guilty to insider trading charges last year.
12/18/2014
Goss has over 20 years of investment experience in leveraged finance.
12/18/2014
Houck, began his career at Morgan Stanley, where he worked as a wealth advisor and senior vice president before joining Raymond James this year.