12/04/2014
Atlantic Trust, the U.S. private wealth management division of CIBC today announced that Ryan Christine Coulson has joined the firm's San Francisco and Newport Beach offices as senior vice president and wealth strategist.
12/03/2014
Veteran Sales and Marketing Professional Joins TCW as MD in Private Client Services
Veteran Sales and Marketing Professional Brings More than 20 Years of Experience Serving RIAs and Family Offices
12/03/2014
Multi-family office changes name
He brings over fifteen years of experience providing counsel to families and privately-held companies invested in both public and private assets with a concentration in real estate.
12/03/2014
RBC boosts board
He is a Director and Senior Partner of McKinsey & Company based in New York City.
12/02/2014
Sage Private Wealth Group, a Wheaton, Ill.-based independent firm affiliated with Raymond James Financial Services, has recruited two financial advisors.
12/02/2014
Former Chair Jerry Grundhofer retires- Mr. Ryan's experience makes him "the right choice" as Chairman to "strengthen SHUSA"
12/02/2014
Sun Life Financial boosts board
She has more than two decades of corporate executive and capital markets experience.
12/02/2014
BNY Mellon, a global leader in investment management and investment services, today announced that it has elected Ed Garden, Chief Investment Officer and a founding partner of Trian Fund Management, L.P. as a director, effective immediately.
12/02/2014
Boutique wealth groups add teams in Arizona and Iowa
12/02/2014
Bank of America's Merrill Lynch lost a 34-year veteran broker and his six-person team to Raymond James & Associates last month, a spokeswoman for parent company Raymond James Financial confirmed on Monday.
11/30/2014
Don Lindsey was named chief investment officer of the American Institutes for Research
11/27/2014
He comes to DeYoe Wealth Management with over 18 years of experience in the wealth management and trust industry.
11/27/2014
She was most recently a private client adviser at U.S. Trust, the private wealth management unit of Bank of America.
11/27/2014
Wibke Pendse is moving from California to London to lead Silicon Valley Bank’s private equity finance and banking business in the UK.
11/26/2014
UBS Nets Advisor With $1.5B in AUM
A Merrill Lynch advisor managing $1.5 billion in assets has left the wirehouse to join UBS Private Wealth Management, according to a UBS spokesman.
11/26/2014
Resh will oversee brand stewardship for the firm as it continues its rapid pace of growth Strategic hire coincides with public listing on the NASDAQ Global Stock Market
11/26/2014
Before Cypress, Renaudin worked as a Senior Associate Portfolio Manager for The Bank of New York Mellon in San Francisco.
11/26/2014
United Northeast Financial Advisors moved up a notch to #3 compared to the #4 ranking they earned from a similar report issued earlier this year reflecting the first quarter of 2014.
11/26/2014
He is a member of the management committee in KPMG's San Francisco office and has worked in the firm's offices in the U.K., France and Hong Kong
11/26/2014
LPL Financial boosts Board
He brings decades of operational and financial and accounting industry experience to Board and Audit Committee