03/29/2023
As its multicustodial strategy bears fruit, Steward Partners has recruited Ensign Wealth Partners from Wells Fargo Advisors Financial Network, bringing the firm's total assets with Pershing to over $1 billion.
03/29/2023
Prior to joining Great American Insurance Group he was senior vice president and chief underwriting officer at SPARTA Insurance Company from October 2012 to April 2014.
03/28/2023
Mr Chaves was recently the head of Property & Casualty for Chubb Mexico
03/28/2023
Announces Cooperation Agreement with Impactive Capital
03/24/2023
Earlier in his career, he also served as a managing director at Goldman Sachs Group Inc.
03/24/2023
Boudreau worked at MetLife earlier in his career and re-joined the company in 2013.
03/24/2023
New senior hire expands firm’s Global Stewardship and Sustainability Team
03/24/2023
The bank has made senior hires across Wall Street in recent months including Sam Chaturvedi and Ryan Williams, both from Credit Suisse Group AG.
03/22/2023
New role deepens KKR’s commitment to collaborating with private wealth firms and financial advisors and expanding individual investors’ access to its alternative investment strategies
03/22/2023
Lowndes brings over 25 years of integrated financial services experience to Angeles Wealth, specializing in developing technology, compliance, trading, and risk management solutions
03/22/2023
Together they will be responsible for all aspects of the Ballentine Partners investment strategy
03/22/2023
Anchoring in these core pillars offers a level of transparency to wealth management
03/20/2023
Next gen advisor from Morgan Stanley launches wealth management firm with $170 million in client assets and partners with Sanctuary to scale business for future growth
03/20/2023
Regan holds a master of business administration in finance and a bachelor of science in accounting
03/17/2023
At age 37, Wohlforth is the youngest partner in the firm’s history to be appointed to the position.
03/17/2023
Prior to that, he was with TD Wealth, Private Wealth Management, where he developed strategies to assist high net worth clients achieve their financial goals.
03/16/2023
Ready to launch their new independent financial practice, Mijares and Ettlin turned to LPL and Mariner to help free up time to focus on their clients
03/16/2023
Sam has led a number of significant initiatives, including the Credit Suisse migration to Torstone’s Cloud Platform.
03/16/2023
The father-son pair, David and Paul Gwidt, will operate as Gwidt Wealth Management Group in Racine, Wisconsin.
03/15/2023
In his legal practice, he has more than two decades of experience representing health care providers, including physicians, medical group practices, hospitals, ambulatory surgery centers, diagnostic testing facilities and other health care practitioners s