10/15/2024
State Street has commenced its succession plan with a formal internal and external search process and Aboaf will stay on and work closely with the State Street team into February to ensure an orderly transition.
10/15/2024
Kevin, an accomplished leader in customer and user experience, founded the software product consulting firm 29th Drive
10/15/2024
Gilbert began his career with AppRiver LLC
10/15/2024
“After extensive deliberation and due diligence, our team partnered with Raymond James for its advanced technology platforms
10/14/2024
The asset manager said folding natural resources, listed infrastructure and real estate into a single business will strengthen the investment team and help drive success across the platform.
10/14/2024
Bajnon brings over two decades of experience and extensive relationships across the wealth channel
10/14/2024
Kristen Tongberg is replacing Noel O’Neill, who is joining a family office.
10/11/2024
Wierzba will be a member of Audax Private Debt’s Investor Relations team and play an integral role in building out the firm’s presence in the wealth channel.
10/11/2024
The two companies will co-exist under the Westaim brand, with Chu chairing the board.
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.