09/14/2022
Based in Stellex’s London office, he will work with the Firm’s existing European investment team to further expand its investment activities and profile in the region.
09/13/2022
Ms. Becker Joins Glenmede with Deep Expertise in Legal and Estate Planning
09/12/2022
He will collaborate with the Capital Markets Advisory Group, and Restructuring and Capital Solutions Group, to best serve corporate and financial sponsor clients.
09/12/2022
She joins LCR from Sanctuary Services and RIF Trust/ Latitude
09/09/2022
Widely respected former BofA Merrill Research leader brings additional fiduciary support and investment insight to Sanctuary advisors and their clients
09/09/2022
He will be a member of Rockefeller’s Management Committee
09/09/2022
She will be responsible for optimising the business, developing finance and business strategies that further strengthen INSTANDA’s growth, and partnering with the company’s management team
09/09/2022
Evan Hudson, senior commercial underwriter, is promoted to commercial manager, contract/binding markets, where he leads contract binding relationships for the San Francisco office.
09/09/2022
As President of Wealth Management, Lewis will support MAI’s continued national expansion and ongoing delivery of comprehensive wealth management services
09/09/2022
Roessner will work closely with Mike Blundin, newly named President and COO, to drive the company's growth and help lead the wealth management industry into the future.
09/08/2022
Seasoned Executive Joins as Head of Secondaries to Capture Growing Market Opportunity
09/08/2022
J.P. Morgan leaders announced major investments in the Wealth Management business earlier this year
09/08/2022
He will oversee the growth and development of the Phoenix and Scottsdale markets alongside a tenured team of wealth management leaders
09/08/2022
Over his 17-year career with JP Morgan, Camara specialized in emerging market fixed income investments
09/07/2022
He has led Google's global Devices & Services product area since 2016.
09/07/2022
The latest wealth management moves in North America.
09/07/2022
He will handle day-to-day portfolio management, overseeing investment and trading strategies for the firm’s clients.
09/07/2022
They generated annual revenue of more than $7 million at J.P. Morgan.
09/07/2022
Brunswick further strengthens its global Financial Institutions Group.
09/07/2022
"Our teammates, clients, investors and communities are excited by Truist's purpose and potential, and I look forward to serving them as CFO,"