02/12/2025
Prior to that, he offered similar services at a preeminent professional service network and afterwards was at a Denver law firm as tax counsel in the corporate and estate planning practice.
02/12/2025
Bank’s First Florida Attorney to Support Strategic Expansion in South Florida
02/12/2025
Wunderli will develop wealth.com's estate planning, tax analysis and wealth transfer solutions for ultra-high-net worth families, hand in hand with strategic partners
02/12/2025
Jane Swan promoted; Roraj Pradhananga serves as chief investment officer
02/12/2025
Mandy will assume her new role effective March 24, 2025, subject to relevant approvals.
02/12/2025
Former Goldman Sachs AYCO chief executive Larry Restieri will succeed Oros as Hightower's CEO this spring.
02/10/2025
“These appointments mark an exciting chapter for the business as we accelerate growth and elevate our banking and advisory capabilities to unique market segments”
02/10/2025
The news about Mr Manchin came in a joint announcement from Apollo and Athene, which completed a merger in 2022.
02/06/2025
Brad Goodman has joined the firm as Chief Technology Officer, backed by two decades of experience in transforming wealth management technologies.
02/06/2025
Dave Breslin, formerly head of First Republic’s private-wealth unit, is launching GC Wealth.
02/06/2025
Lou Capparelli to serve as Chairman of Global Casualty
02/06/2025
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team
02/06/2025
Michael brings valuable experience and insight to clients navigating complex international transactions
02/05/2025
The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates.
02/05/2025
New firm to target high-net-worth and emerging-wealth clients
02/04/2025
He brings a wealth of experience and deep domain knowledge to Broadridge
02/04/2025
We’ve carefully planned a smooth transition to move the Enterprise Experience functions to other senior leaders at Citizens.
02/04/2025
The appointee has served in its US division
02/04/2025
Series of Appointments to Enhance Quant Capabilities and Accelerate Innovation
02/03/2025
He is based in Miami, Florida