06/01/2022
Patricia Loepker Named Head of Investment Products for Wells Fargo Investment Solutions
In her new role, Loepker will oversee all investment products for WIM
06/01/2022
In her new role, Loepker will oversee all investment products for WIM
06/01/2022
Gonzalo is based in Miami and reports to Laura Kaplan, market president, South Florida.
05/30/2022
Recognized for the breadth of his experience, Mr. Irshad has held a variety of roles across general management
05/29/2022
Cooper will serve as the first woman and 10th president and CEO in company’s 117-year history
05/27/2022
He joins after more than 13 years with Citi Private Bank
05/27/2022
The partnership allows Jive to start offering less complicated distressed investments to XP’s mom and pop investors and to grow more aggressively through acquisitions.
05/26/2022
In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice
05/26/2022
"Optimizing these relationships delivers benefits for the firm as well as our clients, and we look forward to the value Carissa will add to our management team."
05/26/2022
Developing world specialist to depart asset manager after nearly 13 years with the group.
05/26/2022
Private Equity veteran to advise PE clients on optimizing operations, becoming more productive and addressing risks
05/25/2022
He was responsible for the day-to-day management, strategic planning and growth of $5 billion in assets under management and administration.
05/25/2022
Leader to drive operational performance, growth strategy
05/25/2022
In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice
05/24/2022
Addition of California Wealth Manager and Delaware-based Team is Continuation of Firm's Growth Trajectory and a Testament to the Scope of its Offerings and Support Solutions
05/24/2022
Casey Franz replaces Kabir Sethi as its new head of platforms and capabilities.
05/23/2022
She joins J.P. Morgan from Point 72
05/23/2022
It has been an absolute privilege and honor to serve First Northern Bank’s customers, employees, and community members for over 43 years.
05/20/2022
Brian Kroll to retire after 18 years at Lincoln Financial and 40 years in the industry
05/20/2022
“It’s been my privilege to have served the international CFP certification program, global financial planning profession and FPSB for two decades,”
05/20/2022
As Truist conducts the search for its new CFO, Bible will continue to serve in his current role to support a successful transition.