10/04/2024
In this role, he also developed a robust network of high-quality resources to meet client needs beyond traditional financial services while serving as a Wealth Manager for several multi-generational families.
10/04/2024
With over 20 years’ experience in the financial services industry, particularly within the trust sector, Chris brings a wealth of expertise and strategic insight to his new position.
10/04/2024
Based in Paris, Djamila will lead the global relationships for Broadridge’s strategic accounts in France.
10/04/2024
A Peer-to-Peer Networking and Lifestyle Platform Designed for Family Offices
10/04/2024
San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A Activity
10/03/2024
Smith joined Bayview in July 2024
10/02/2024
Earlier in his career, De Vita served as President of Northern Trust's Pacific Northwest Region and Private Client Service Segment Leader.
10/02/2024
Vanessa Fernandes, a 25-year financial services veteran, will report to Donna Milrod who has been overseeing digital asset solutions since Nadine Chakar, the unit’s head, left in January 2023.
10/02/2024
Kelly Young to become CEO and Director
10/02/2024
Goldberg joins the company from AIG unit Lexington Insurance Company
10/01/2024
The Wealth Consulting Group Welcomes Talley Léger as Chief Market Strategist Institutional finance veteran and national media mainstay brings sharp market insights to $5.4B AUM/$8.2B AUA RIA
10/01/2024
Cheri Belski replaces Rob Pettman. She will oversee a host of new products being added to the firm's platform.
10/01/2024
The move to four divisions is a strategic decision to position the firm to take advantage of the tremendous growth opportunities, particularly in the western U.S.
10/01/2024
This will be catastrophic for immigrant investors and the American communities that benefit from the impact of EB-5 investment projects.
10/01/2024
This change positions Nicola Wealth for long-term stability and consistency while positioning the firm for the next phase of growth under its next generation of leadership.
09/30/2024
Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.
09/30/2024
Before his switch to the software security sector, Mattson held several leadership roles in the financial services industry, most notably for PennyMac Financial Services and City National Bank.
09/30/2024
They specialize in developing innovative strategies to help their clients meet their retirement planning objectives and use robust financial education to encourage their clients to better understand their financial portfolios.
09/27/2024
Hires Marc Hineman as Chief Operating Officer; Creates New Roles of Chief Growth Officer and Head of Core Services
09/27/2024
We congratulate Shawn on this achievement and applaud his commitment to FSI's mission and the independent financial services industry