05/10/2024
Prior to joining Evercore, Mr. Haller was a managing director in the financial institutions investment banking group at Goldman Sachs, where he helped lead coverage of the wealth and traditional asset management sectors.
05/10/2024
This move underscores IEQ’s commitment to meeting the evolving needs of its expanding client base in the region.
05/09/2024
Eduardo Brender caters to clients in the US, Mexico and Venezuela and been with the wirehouse for almost a decade.
05/09/2024
The move will allow CEO and founder Paul Saganey to focus on coaching the firm’s advisors working with higher-net-worth clients.
05/08/2024
In addition, Rob will focus on mentoring, leadership development, and the firm’s culture, working with our people across all levels and around the world to help further develop and advance their careers.
05/08/2024
Highly experienced, London-based bankers to lead firm's newly established Capital Markets Group focused on Emerging Markets.
05/07/2024
Maria Noel Hernandez had been at the group for nine years and is leaving to pursue a new career opportunity.
05/07/2024
Most hires have been at Santander’s Miami and Mexico units.
05/07/2024
David Platt, Grant Thornton’s central region MP, anticipates collaborating closely with Lach as the firm builds upon years of unprecedented growth.
05/07/2024
The bank is replenishing its bench of heavy-hitters after recent high-profile departures including Stephanie Cohen
05/07/2024
Makes further progress towards goal of adding female advisors
05/03/2024
He will work with Clinton Warren, who was named head of investment and advice for the South region last May
05/03/2024
Bryon Lake will join GSAM this summer as a partner in a broad role
05/03/2024
Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS
05/03/2024
Bringing more than 20 years of investor relations and financial services experience to her new role
05/02/2024
With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.
05/02/2024
He will take on the role of Executive Chairman with immediate effect and as at January 1 2025
05/01/2024
Previously, Osborne managed the national excess casualty portfolio at Swiss Re corporate solutions.
05/01/2024
Toth, who has been registered for seven years in the investment advisory industry, noted the firm’s commitment to guiding clients towards their financial goals with personalized solutions.
04/30/2024
Freiman and Greene will both focus on the financial technology sector.