09/12/2023
He will ensure the team provides comprehensive solutions, holistic financial planning, and personalized investment portfolios through a client-centric approach, regular communication, and smart risk management strategies.
09/12/2023
President Thomas Carroll will take over the role from Andy Berg on Jan. 1.
09/12/2023
Additionally, the Sacramento office is delighted to add one of TSG’s dynamic Managing Directors, Norma Andrade Casanova, rounding out this powerful team of financial professionals.
09/11/2023
Wolfsen will take over CEO Eric Clarke's role in mid-October.
09/11/2023
Eugène brings almost 20 years of experience in fractional jet investments to the role
09/08/2023
Anwiti Bahuguna Brings 25 Years of Industry Experience to Newly Created Position
09/08/2023
Brookfield Oaktree Wealth Solutions was formally launched in April 2021
09/08/2023
Bob Schifellite to become Chairman of Investor Communication Solutions
09/08/2023
The finance veteran will helm distribution efforts in the firm’s expansion bid.
09/08/2023
She is also experienced in leading transactions involving structures and assets with values ranging from tens of millions to several billion dollars.
09/07/2023
André Birri had been at Credit Suisse for five years and left during a period of significant turnover at the firm following its takeover by UBS.
09/07/2023
Brings Over 25 Years of Technology M&A Advisory Experience
09/07/2023
In order to better assist its solid growth dynamic, Sienna Investment Managers has expanded its management team.
09/07/2023
In an effort to increase its capacity for providing merger-and-acquisition guidance and equity underwriting, Banco Santander SA hired two additional Credit Suisse investment bankers in Brazil.
09/07/2023
Based in Philadelphia
09/07/2023
Representatives for Citi and Barclays declined to comment
09/06/2023
In that role he was responsible for the management and oversight of the Trust Company’s national fiduciary administration business.
09/06/2023
Delaney Brown has been named head of capital solutions at Bregal Investments, an international private equity platform.
09/06/2023
Throughout his career, he has advised on over 100 domestic and international deals aggregating over USD$200bn in value.
09/06/2023
Allison Shaw has been assigned by First Eagle Investments as managing director and global head of consultant relations.