12/16/2014
Lincoln Private Investment Office has appointed Chris Rowell, previously of Barclays Wealth, as a partner.
12/16/2014
He moved to Prudential Securities in 2001, which merged with Wachovia and ultimately, Wells Fargo Advisors.
12/16/2014
He wasn’t immediately reachable for a comment. Elisa Barsotti, a spokeswoman for the Toronto-based bank, confirmed the memo’s contents.
12/15/2014
Jack also launched National Planning Holdings®, Inc., Jackson’s affiliated broker-dealer network, and Curian Capital,® LLC, Jackson’s asset management subsidiary, serving as the first president and chief executive officer for both firm
12/14/2014
Cliff Booth joined Janney’s Investment Banking team in 2008, and, in addition to his new responsibilities, he will continue to play an active role in managing the Financial Institutions and Real Estate Groups.
12/14/2014
Beacon Wealth Management, a registered investment advisory firm based here, today announced a strengthening of its human capital resources through the promotion of veteran staff member Kerry Crowley to the role of Manager of Operations.
12/14/2014
He was a member of Deloitte’s US Executive Committee and, from 2007-2013, he served on the Deloitte Touche Tohmatsu Limited Board of Directors, holding such leadership roles as chairman of the Audit Committee and Chairman of the Risk Committee.
12/12/2014
Arch Insurance Group, a member of Arch Capital Group Ltd., announces the following senior management changes effective immediately
12/11/2014
A results-oriented and highly accomplished executive, she most recently held the position of senior vice president, director of institutional client services and marketing, directing sales, marketing, and client service efforts across several channels.