10/19/2023
They bring an impressive level of experience and dedication to their clients, and we couldn’t be happier to have them join our Westlake Village family.
10/18/2023
The appointment of Cuenca explicitly expands the offering to a Latin American clientele.
10/18/2023
Mr. Coutré brings more than fifteen years of expertise to innovate Pathstone's efforts to increase clients' family function and fulfillment
10/18/2023
Daglio brings more than two decades of experience in investment research, risk management, asset allocation and client engagement leadership positions to the firm.
10/17/2023
Nicolas Troillet, responsible for global markets and wealth management in Mexico at Credit Suisse, takes over market and client development for the entire region.
10/16/2023
Four advisors and two client associates have made the move.
10/16/2023
The group aims to capitalize on diverse investment opportunities in order to compound its investors’ long-term portfolio returns.
10/13/2023
Sunitha C. Thomas to Co-Lead Newly Formed Team Dedicated to Wealth Management Clients
10/13/2023
John Bunch’s resume includes stints at Edelman Financial Engines, The Mutual Fund Store, TD Ameritrade and Charles Schwab.
10/12/2023
As the renowned family office begins a second century of success, internal promotions ensure continuation of superior client experience
10/12/2023
Individual management teams will continue to be responsible for the operational business of the respective divisions.
10/12/2023
Cathy successfully led the global expansion of Cboe's Data and Access Solutions business.
10/12/2023
With the move, they become the 50th recruited team to join LPL’s highly attractive Linsco platform
10/11/2023
Brad’s arrival comes at a time of immense growth
10/11/2023
Wesley Davis and Jeff Wood join Apollon’s Adi Dassler International Family Office
10/11/2023
Back in July at its Singapore office, meanwhile, Millennium added Roland Hamann to be its Asian head of low latency trading from Pico, a technology provider to financial services firms.
10/11/2023
Before then, he headed the global corporate finance solutions group, where he was responsible for capital raising activities.
10/10/2023
The firm has added advisors in New York, Pennsylvania and Minnesota.
10/10/2023
Effective immediately, he will be based in London.
10/10/2023
Jennifer Ezring brings substantial experience advising commercial and investment banks on leveraged finance and asset-based lending transactions.