03/04/2025
Ivanova will leverage her 10 years’ broking experience in placing complex risks across the US Casualty and Healthcare markets to help drive Tysers’ strategic expansion of the practice
03/04/2025
This appointment reinforces Lazard’s focus on further strengthening and diversifying its asset management business.
03/04/2025
Finkelstein did not respond to requests for comment.
03/04/2025
Hurkman joins Savvy’s growing C-suite directly from Carta
02/28/2025
Reorganized Capital Markets team will deliver customized financing strategies for companies and owners, new Private Markets Strategy role will develop and lead offerings across Private Wealth
02/28/2025
Expanded Role Further Enhances Strategic Alignment for Growth
02/28/2025
She is also the CFO and chief operating officer of the platform solutions unit, which houses some of Goldman's consumer banking businesses.
02/28/2025
Alex brings over 20 years of experience in the insurance industry, including nine years in key leadership roles at Chubb.
02/28/2025
Under Wong’s leadership, his team will leverage the extensive set of Principal investment solution capabilities backed by the firm’s heritage in retirement and life to maximize customer experience and drive outcomes.
02/27/2025
Biotti will join Citi in late May from Bank of America opens new tab, where he most recently served as an executive for its Northeast division
02/27/2025
Helen brings a specialized, technical expertise
02/27/2025
He previously served as co-head of investment banking, a role he assumed in 2014 after joining Goldman in 2000.
02/26/2025
Target clients are seeking something different from traditional offerings.
02/26/2025
Most recently, he served as chairman of Willis Re/Gallagher Re North America.
02/26/2025
Melissa Scheffler promoted to succeed Robic as Division President, Personal Risk Services, Chubb North America Insurance
02/26/2025
New technology chief will build out product and engineering teams, drive product innovation within the Savvy Wealth platform
02/25/2025
Seasoned industry executive fills leadership role at surging independent RIA firm led by James Bogart
02/25/2025
Qiu may simply have availed himself of the big packages offered by hedge funds.
02/25/2025
They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities.
02/24/2025
In this role, Ms. Stone will lead the firm's marketing strategy, brand positioning, and corporate access client engagement initiatives.