06/06/2024
Cohen & Steers Appoints New Head of Wealth Channel Distribution
Noonan fills the void created when Cohen’s previous wealth channel head, Kimberly LaPointe, left the firm in February
06/06/2024
Noonan fills the void created when Cohen’s previous wealth channel head, Kimberly LaPointe, left the firm in February
06/06/2024
Ms. Schoenborn brings more than 20 years of investment management experience with her, most recently serving as CEO of U.S. Bank Investments in Minneapolis.
06/06/2024
Mr Doshi joined Everest in 2019 as vice-president, United States treaty casualty, from The Navigators Group.
06/05/2024
Sanya will report to Damon Williams, CEO of the Toronto-based bank’s overall global asset-management business, which has $453 billion of assets under management.
06/05/2024
Ashima Ghei, who is currently the Chief Financial Officer of Broadridge’s $4.5 billion revenue Investor Communication Solutions segment, will serve as Interim Chief Financial Officer.
06/05/2024
Highly experienced, London-based banker to lead firm's newly established Healthcare M&A practice
06/05/2024
The appointments were effective in May
06/05/2024
He holds a key leadership role on the team responsible for deepening client relationships, expanding market presence
06/04/2024
Mr. Fiore will lead Cybersecurity coverage; Mr. White is joining to lead Macquarie Capital’s newly created Mortgage Technology (MortgageTech) coverage, supporting the existing Property Technology (PropTech) team.
06/04/2024
Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the largest institutional defined contribution plan sponsors.
06/04/2024
During his tenure, the business has become one of the firm’s biggest growth engines
06/03/2024
She advises clients about financial planning, investment management, inheritances, estate planning and charitable giving.
06/03/2024
As long-standing and highly experienced members of the Latin American practice, Suzanne and Finn now lead the dedicated Latin American team at "the most sought-after offshore firm for Latin American work"1.
06/03/2024
The team, led by Michael Taggart, will join RBC’s Florham Park office.
05/31/2024
She brings a deep range of technology, management and financial industry experience to Northern Trust
05/31/2024
SLK Private Wealth is introducing a team with over $300m in total client assets.
05/31/2024
Gino Timperio to retire at the end of June following 35 year career with the firm
05/31/2024
Effective June 3
05/31/2024
Private bankers’ assets include bank funds, loans and other assets that are difficult to transfer or compare to traditional brokers.
05/30/2024
In this role, she will be responsible for implementing investment and wealth management services for clients in Tampa, Naples and Winter Park, including individuals, families, business owners and family offices.