09/25/2012
“With our rapidly growing client base and increasingly successful business model, the strategic next step was to expand our team to include highly respected professionals with an average of more than 20 years in prime brokerage, and whose pedigrees
09/25/2012
All changes are effective immediately.
09/24/2012
He previously worked at Macquarie Private Wealth Management as the Quantitative Director for Butler, Philbrick, and Gordillo where he was the co-developer of the Darwin Portfolio Management strategy.
09/24/2012
Leading the Wilmington Trust team in Wilkes-Barre is John McCarthy, private client adviser and team leader.
09/24/2012
25-year industry veteran named Managing Director of Development for the Northeast Region
09/23/2012
Merrill Lynch announced that Financial Advisors Charles Hartford and Harrison Till will form the Hartford Group in the Merrill Lynch La Jolla branch office.
09/23/2012
She brings with her nearly a decade of experience in segments of financial-services and estate-planning strategy.
09/20/2012
Michael Pope, a managing director in loan sales at Goldman Sachs Group Inc., is leaving the firm, according to two people familiar with the matter.
09/20/2012
Bank of America has quietly changed strategy chiefs for the third time in three years.
09/20/2012
In 2010, she authored the book, Does this Make My Assets Look Fat? - A Women's Guide to Finding Financial Empowerment and Success (St. Martin's Press).
09/20/2012
She has 22 years of insurance industry experience as a broker, high net worth client advisor, and underwriter.
09/20/2012
They both join the Americas desk, and report to Martin Heale, who was appointed Head of Americas in July 2011.
09/19/2012
Ms Maze will support the loan and deposit needs of high net worth clients in Mahoning, Trumbull, Lake and Geauga Counties. She will report to David Yates, Senior Vice President, Private Banking Group.
09/19/2012
"Gary brings tremendous experience in financial services to this important leadership role as well as a dedication to serving the community."
09/19/2012
Wedbush currently has more than 400 advisors in 100 offices around the country.
09/18/2012
Wells Fargo & Co has bolstered its independent broker force with the addition of three veteran adviser teams from rival firms Morgan Stanley Smith Barney, UBS Wealth Management Americas and Chase Bank.
09/18/2012
Goldman, which saw profits slide in the second quarter, also said that it will soon be appointing more independent directors to its board.
09/17/2012
She and her team work with the mass affluent market to help individuals and families grow, manage, protect and transfer wealth.
09/17/2012
He has accumulated 30 years of experience directly in the field of investments during which he has overseen investment programs with more than $6 billion in assets under management.
09/17/2012
William Blair names new Director of Private Client Advisors
A 16-year veteran of the retail wealth management industry, has extensive business development and expansion experience. He spent the last nine years at Morgan Stanley Smith Barney