09/27/2023
The addition of Wallace and Williams bolsters the firm’s fundraising capabilities, providing financial sponsors with a fully integrated, comprehensive Private Capital Advisory practice.
09/27/2023
Mark most recently was CIO of Carnegie Corporation of New York since 2020 and prior to that, was CIO at the Institute for Advanced Study in Princeton, New Jersey.
09/27/2023
In her current role as Director of Operations, she is responsible for developing, enhancing, and implementing solutions for all client service operational activities.
09/26/2023
The team reported having served approximately $260 million in advisory, brokerage and retirement plan assets*, and joins LPL from Corebridge Financial, formerly Valic, part of AIG.
09/26/2023
Prior to joining BGL, Peter was a Managing Director at TD Cowen
09/26/2023
Andrew is a proven asset management leader with global experience in both alternative and traditional investments as well as sustainability investing/ESG implementation
09/22/2023
The addition of Goh, Harding and Valcarcel to the Private Bank's Seattle market underscores the extensive growth the business has achieved over the past five years, having doubled its business in terms of assets managed.
09/22/2023
They join the UBS Soundview Wealth Management Market, led by Mara Glassel, and will be based in the firm’s Greenwich, CT office, managed by Erin McDonald.
09/22/2023
He was senior principal actuary at Symantec’s Cyber Insurance Group from January 2016 to December 2017, again in the San Francisco Bay Area.
09/22/2023
Prior to joining BBH in 2023, she was a Managing Director of Client Service at Geller Advisors and a Partner at Deloitte Tax.
09/22/2023
With over 25 years of experience in investment markets Arlia will guide member investments in alternative assets
09/21/2023
Joel Martinez had been at the asset management giant for 12 years.
09/21/2023
Melissa works with affluent clients including families with generational wealth and entrepreneurs who have sold their companies.
09/21/2023
DiBattista commented: “It’s an honour and a privilege to be part of the Canopius organisation."
09/21/2023
Key senior hire strengthens and further enhances the firm’s Restructuring practice in North America.
09/21/2023
The majority of Tatum’s career has been spent serving clients throughout the San Antonio area.
09/21/2023
Martin W. Schubert, the founder and chairman of European InterAmerican Finance Corp., has been named senior adviser to the chief executive of BancTrust, Carlos Fuenmayor.
09/21/2023
He also will be responsible for creating the strategy and roadmap for a wide variety of WCIB products and the infrastructure needed to support them.
09/20/2023
JTC is doing truly innovative work in the impact space
09/20/2023
Prior to joining Bryn Mawr Trust, Hopkins served as Managing Partner at Carson Group.