01/16/2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
The team reports to Michael Armondo, Central Division Director.
01/16/2023
The team reports to Michael Armondo, Central Division Director.
01/16/2023
In this role, she will work closely with third-party property management companies to ensure properties are performing up to expectations.
01/16/2023
Mr. von Koskull most recently served as President and Group Chief Executive Officer of Nordea Bank Abp, one of Europe’s largest financial institutions.
01/13/2023
Jain holds a bachelor’s degree in economics from Tufts University.
01/13/2023
The team is dedicated to providing cutting-edge technology
01/13/2023
The latest hires are part of a push by JPMorgan to do more business with smaller corporate clients abroad
01/13/2023
Somers will be based in the US and report to Aditya Dutt, partner and president.
01/12/2023
Andy Warwick and Aron Pataki will lead a team of eight on the £11.9bn BNY Mellon Real Return strategy, with an average experience of 13 years.
01/12/2023
A CFP certificant, Brian looks forward to helping clients develop a personalized financial plan and investment approach.
01/12/2023
All three are seasoned investment banking professionals with at least 15 years of healthcare investment banking experience.
01/11/2023
With almost 30 years of experience in the Brazilian financial market, Rogerio Zanin joins Lombard Odier from Julius Baer Family Office, where he headed the commercial area and was part of the Executive Committee.
01/11/2023
The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.
01/11/2023
Before joining Gen Re, his last role at Swiss Re was to lead its North America Inforce Management function.
01/11/2023
These promotions are a true depiction of Holmes Murphy’s commitment to evolving and expanding our talent base
01/10/2023
Based in Florida and New York, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
01/10/2023
Gorman has been CEO since January 2010, a 13-year run in which the bank recovered from near calamity during the financial crisis, transforming itself into a business relying on the twin engines of the investment bank and wealth management.
01/10/2023
The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.
01/09/2023
Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'
01/09/2023
Ron has 19 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset manager research.
01/09/2023
Previously, he also worked at Barclays and BGI, which was acquired by BlackRock in 2008.