12/05/2023
Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.
12/05/2023
Prominent legal and wealth management expert to lend insights, drive advancements in next-generation estate planning platform
12/05/2023
“Our objective is to take the messiness out of the equation, with the outcome that our industry is way more efficient and more banks and credit unions are able to participate in value creation.”
12/05/2023
He also currently serves as a board member of Chime Financial, Inc. and the PGA Tour Policy Board.
12/05/2023
Principal Billy Levine and Director Alex Arnold join the $14B Atlanta RIA
12/05/2023
Based in New York, Ms. Haines will be responsible for the strategic development and execution of MSCI’s global Index product line.
12/05/2023
He will be based out of Oppenheimer's San Francisco office
12/04/2023
After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.
12/04/2023
State Street Global Advisors, the asset management business of State Street Corporation, has hired Anna Paglia as executive vice president and chief business officer, effective early next year.
12/02/2023
Industry Veterans, Christian Silva Lima Gherardi and Pedro Pelaez, will Join Snowden Lane’s Growing Coral Gables Office
12/01/2023
She will report to AXIS Re President, North America Jason Busti.
12/01/2023
We are thrilled to welcome this talented team to RBC Wealth Management.
11/30/2023
Rankin brings more than a decade of legal experience to help the firm establish and maintain a national, cohesive compliance program
11/30/2023
Mr. Levitt joined the TD Board in 2008 and has served as Chair since 2011.
11/30/2023
Andrew has long been a visionary for the Canadian Wealth Management industry
11/30/2023
They are joined by Senior Client Relationship Manager Erika Winters
11/30/2023
All appointments are effective March 1st, 2024, except for Ant’s, which takes effect January 2nd, 2024.
11/29/2023
Froda operates at the forefront of facilitating access to financing for small businesses.
11/29/2023
The transaction extends Perigon's footprint into Nevada and enhances the firm's California presence with an office in San Diego County.
11/29/2023
Susan brings rich experience in driving and supporting enterprise growth through disciplined fiscal management