10/11/2024
Maria Ximena Vasquez Barbosa appointed as country head of State Street’s strategic expansion in Mexico; builds on the firm’s ongoing expansion in Latin America
10/10/2024
Michael Gottesman and Wesley Urick Join NTAM’s Wealth Client Group with Nearly Six Decades of Combined Industry Experience
10/10/2024
Recognizing the opportunity to expand in the UHNW space, Michael’s new role reflects Nicola Wealth’s commitment to this market segment.
10/10/2024
Heller brings his expertise from TPG Angelo Gordon to expand platform
10/09/2024
He has extensive expertise in investor relations, anti-money laundering, compliance, and business development.
10/09/2024
Kevin Hrdlicka has become Savant's head of wealth, filling the shoes of former chief advisory officer Chris Walters, who departed the firm earlier this year.
10/09/2024
His leadership will help the firm grow while assisting clients in building meaningful legacies for themselves and their communities.
10/09/2024
Industry veteran says digital transformation is firm's big opportunity.
10/09/2024
“Socotra delivers the most powerful and flexible policy and billing technology in the insurance industry.”
10/09/2024
Brian brings more than 30 years’ experience to the firm.
10/08/2024
They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.
10/08/2024
Appointments to further expand access for private wealth and institutional investors to Easterly’s growing portfolio of Alternatives Solutions
10/08/2024
Mr. Rogoff joined the firm in 2002 and currently serves as the Head of FICC Research
10/08/2024
He is also a dedicated community member, serving as a board member and secretary of Music at the Island
10/08/2024
The new strategy represents a natural expansion of degrees of investment freedom for the International Value Group.
10/08/2024
Vistra recognises the growing need for cross-border solutions among clients in the USA and Canada
10/08/2024
Before joining WSFS, she spent most of her career in Wealth Management at Wells Fargo, Citizens Wealth Management, and most recently, BNY Mellon.
10/07/2024
BofA's private bank is focused on wealth structuring, investment management, banking and credit needs.
10/07/2024
Before joining Aon, he served as Head of Reinsurance at GNP Seguros
10/07/2024
Easterly’s offering set includes private real estate and infrastructure as well as private equity.