08/10/2023
With these additions, clients will benefit from a more robust and personalized service offering, while advisors gain a stronger platform for growth.
08/10/2023
Hires Coherence Team of industry veterans, led by Salvatore Naro, with 35+ years credit experience
08/09/2023
They join LPL from Merrill Lynch.
08/09/2023
Cerity Partners taps the KPMG tax veteran to source new talent, with a focus on adding CPA professionals, and contribute to international expansion efforts.
08/08/2023
The team will now head up RBC's new office in Columbus, Ohio.
08/08/2023
Michael Goosay’s decision to leave follows a number of other departures from Goldman Sachs.
08/08/2023
Industry leader will oversee multi-sector suite of fixed income strategies and solutions
08/08/2023
The team will transition into their new roles over the next several months
08/07/2023
Senior hires bolster the firm’s Healthcare team in the Northeast region of the United States
08/07/2023
At Wells Fargo, Price will jointly report to Tim O'Hara, head of banking and Scott Warrender, head of coverage within the banking unit.
08/04/2023
Jerry Garcia previously helped lead JPMorgan’s private bank for Latin America.
08/04/2023
She enjoys digging deep into the complexities that small businesses face such as retirement plans, tax-efficient strategies, and succession planning.
08/04/2023
The firm's new additions boost its total assets under management to more than $6.5B.
08/04/2023
He was named to the Forbes “Best-in-State Wealth Advisors” list in 2019 and 2023.
08/04/2023
She takes on the new role with over 20 years of experience
08/04/2023
The appointments represent the latest shake-up in Barclays' investment banking business after Chief Executive C.S. Venkatakrishnan installed Cathal Deasy and Taylor Wright as the division's co-heads in January.
08/03/2023
The duo reports to Naperville branch manager Jill Zahara, a 23-year Morgan Stanley lifer, and are joined by two support staff, according to their firm website.
08/03/2023
Mr. Verma has been in the Investment Banking industry for over 14 years
08/02/2023
Opoku adds to a string of recent departures of senior executives at Goldman Sachs.
08/02/2023
She will continue to oversee Aspen’s global marketing and brand strategy and report to Jonny Atkinson, group chief business development officer.