11/20/2023
Rothschild spent more than 25 years at Morningstar, transforming the company from startup to a leading, global and publicly-listed provider of investment research software, data, and index solutions.
11/20/2023
Also joining Osaic through AmeriFlex is the advisor team of Jeffrey McNaney and Lucas Dancy-Cabeal.
11/20/2023
Leading nationwide RIA accelerates pace of growth with build-out of internal M&A team; Elevates current General Counsel to Chief Administrative Officer; Adds Director of Project Management Office
11/17/2023
Mirova US is appointing Stéphane Detobel and Francis Verpoucke, two highly recognized business professionals in the North American region.
11/17/2023
Manuel Al-Abdallah will provide lending solutions to Citi's ultra-high net worth private banking clients based in Latin America.
11/17/2023
Frank Fiore is the latest addition to the group's New York office which is led by former UBS executive Alfredo Maldonado.
11/17/2023
Studer is moving from the Swiss branch of the world's largest fund house Blackrock to PMG.
11/17/2023
Sources say that Nina Guinchard, a New York-based managing director and global head of the institutional credit group within the transaction management team, is leaving.
11/16/2023
Their arrival complements and strengthens A&O’s existing and market-leading cyber and data offering.
11/16/2023
He will report to Michael Hunstad
11/16/2023
Based in New York, Fortescue Capital will be led by Robert Tichio, who spent more than 17 years and raised about $US43 billion at private equity firm Riverstone Holdings.
11/16/2023
The Harvard-trained economist will lend her international markets insight to help the firm’s clients achieve their long-term financial goals
11/15/2023
Adams defends premises owners, subcontractors, manufacturers and distributors of various products, ranging from Fortune 500 companies to small businesses.
11/15/2023
Following its 2023 launch, BlueFlame is working with hedge funds, private equity firms and other alts to drive maximum operational impact
11/15/2023
Looking to elevate his clients’ experience along with his desire to move to independence, Vines said LPL was the clear standout as the best fit for his business and his goals.
11/15/2023
Aaron Klein passes the CEO baton after 12 years leading the firm; will continue as board member and strategic advisor
11/14/2023
Mauricio Farias will lead and coordinate the Brazilian private bank’s commercial strategy, efforts and teams in both Miami and Luxembourg.
11/14/2023
San Fransisco-based Carta has previously made layoffs in January and July of 2023.
11/14/2023
An established adviser joins Evershore Financial Group, part of Cetera, after leaving LPL Financial.
11/14/2023
Hamburger is the founder, president and CEO of MarketCounsel Consulting and founder and chief counsel of the Hamburger Law Firm