05/19/2022
Recent hire highlights a new era of growth for Wealth Management Solutions LLC, a registered investment advisory firm committed to reimagining how financial advice and services are designed and delivered.
05/19/2022
Nine Seasoned Banking Professionals Comprise New Private Client Banking Team to Serve Healthcare Industry
05/19/2022
Mitchell retired as President and CEO of Renaissance in 2016 after joining the company as part of an acquisition of Platinum Underwriters Reinsurance Inc., a property, casualty, and health reinsurance firm, where she had served as President and CEO for 10
05/19/2022
She is a talented and proven fiduciary leader with notable experience overseeing intricate fiduciary businesses
05/18/2022
Dynamic thought leader boosts firm’s investment program to support family office and institutional clients
05/18/2022
He will be responsible for providing comprehensive wealth management advice
05/18/2022
After a successful 20-year career at Barnum Financial Group, a branch of MassMutual Financial Services, Truino departed with his team to execute his vision for Twenty Four Wealth, an independent practice with six Private Wealth Advisors and eleven support
05/18/2022
He is responsible for directing SVB Private's national advisor recruiting strategy and execution.
05/18/2022
He has served as the company’s interim chief auditor since February 2022
05/18/2022
The appointment of Robert Byrne, as CTO will facilitate company’s ambition and forms part of a committed hiring drive, as it builds on its core team and successful appeal across a growing global client base.
05/17/2022
David Sherman represents private equity clients on the full range of fund formation and related matters.
05/17/2022
She has an MBA in accounting and a bachelor’s degree in economic crime investigation from Syracuse University.
05/17/2022
He will accelerate the growth of Ortec Finance’s OPAL Wealth platform and OPAL for Salesforce, by focusing on partnerships with all types of participants in the wealth management industry.
05/16/2022
David’s expertise enhances our franchise’s connectivity with the Rothschild & Co global platform and further strengthens our ability to provide differentiated advice on cross-border and cross-industry convergence transactions
05/16/2022
“I am pleased that Joe is representing Morgan Stanley,”
05/16/2022
Cottrell earned a bachelor's degree in finance at the University of Arkansas and has maintained his status as a Certified Financial Planner.
05/16/2022
Roman joins Temenos from SingleStore
05/16/2022
Brady Barnes is based in Summit’s Harrisburg, Pennsylvania office, which has $1 billion in client assets from ultra-high-net-worth clients
05/15/2022
Every advisor leading a client relationship reports up to him.
05/14/2022
Robinson earned her Master of Business Administration and Juris Doctor from The Stern School of Business at New York University and is an alumna of the Rising Leadership Development Program (RLDP).