05/22/2012
US wealth firm opens San Diego office, expands advisory group
BHWM expands West Coast presence, begins services in San Diego
05/22/2012
BHWM expands West Coast presence, begins services in San Diego
05/22/2012
In addition to his experience at Janney, serving as Managing Director, Head of Trading & Sales Trading since joining the firm in 2009, Woodford brings to his new role a strong record of client service and leadership that also includes 10 years with Ci
05/22/2012
Kate comes to Sandy Cove Advisors with a strong background in investments spanning 19 years.
05/22/2012
He joins from Huntington Bank
05/22/2012
He comes to Goodwin from WilmerHale where he was a partner and chair of the firm's Fund Formation Practice Group.
05/22/2012
Prior to joining Maxim Group, he was a research analyst at Cantor Fitzgerald where he covered mortgage REITs and small and mid-cap commercial banks.
05/21/2012
Reynolds brings over 25 years of portfolio management and fiduciary experience to Nashua Capital Management. In his most recent position, he was VP Senior Portfolio Manager for TD Wealth’s Private Investment Counsel Division.
05/21/2012
It has opened 17 new offices worldwide and established itself as a full-service management consultancy with global reach.
05/21/2012
Long known as a vocal advocate of returning cash to shareholders—and twisting management's arms—Peltz is generally seen as the driving force behind much of Legg's recent streamlining.
05/18/2012
In addition, Nomura announced the opening of sales offices for US product in London, Boston, Chicago and San Francisco.
05/17/2012
Barclays has announced that it has hired four Investment Representatives who will be based in New York in the Wealth and Investment Management division.
05/17/2012
The firm has about 8,000 employees in the London investment bank, the person said.
05/17/2012
Scott Cripps Brings Broad Perspective Gained from Serving in Senior Trust, Tax and Estate Planning Roles
05/17/2012
Members of the Alpha Alliance, established over a year ago, receive full support from the professional staff of Philadelphia Financial, as well as direct access to the firm's proprietary systems and technical expertise.
05/17/2012
Joining the Executive Management Group in the Bank's Century City office, Dondanville will leverage her 25 years of banking experience to streamline operations, improve information technology and oversee facilities and cash management at the Bank.
05/17/2012
He joins from JPMorgan's wealth management group
05/17/2012
Previously he was chief operating officer at GFT Market
05/17/2012
He held the same position at Credit Suisse
05/17/2012
For over 17 years he has played a key role in shaping and growing Michael Page both in the UK and North America.
05/17/2012
Fallon-Walsh joined Vanguard in 1995 as head of the Specialized Services Group where she led a portfolio of retail businesses, including Vanguard Brokerage Services, Investment Advisor Services, Individual Retirement Services and Vanguard Annuity Services