11/27/2023
Boston-based advisor comes to Savvy from Schwab, where he oversaw more than $1 billion in brokerage assets for over 350 individuals, institutions, and families
11/23/2023
The bank had intended to streamline operations and cut costs through natural attrition but found that recent improvements to its corporate culture have led to higher employee retention than anticipated.
11/23/2023
CEO hails new board member for her "broad insurance experience"
11/23/2023
His approach is not just about providing tax services; it's about nurturing businesses to thrive in a competitive landscape.
11/23/2023
Among the new banking hires, Joshua Dale, managing director and head of energy transition coverage for North America
11/23/2023
In his new role, Mr. Sasso will oversee business development in the bank’s West and Central Florida markets.
11/23/2023
Bank of America is an interesting place to be at the moment.
11/22/2023
Additionally, Davis holds a Certified Apartment Manager designation.
11/21/2023
Riley spent 13 years at Citi, most of them working in technology in Institutional Clients Group (the investment bank).
11/21/2023
Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.
11/21/2023
“With his deep technical property experience and strong leadership skills, I am confident that Patrick will continue to elevate our offering and drive the portfolio’s strong performance for the long-term.”
11/20/2023
The Keating Group joins the UBS Greater New England Market and will be located in the Hartford office at One State Street, which is managed by William Cholawa and Andrew Babiak.
11/20/2023
Rothschild spent more than 25 years at Morningstar, transforming the company from startup to a leading, global and publicly-listed provider of investment research software, data, and index solutions.
11/20/2023
Also joining Osaic through AmeriFlex is the advisor team of Jeffrey McNaney and Lucas Dancy-Cabeal.
11/20/2023
Leading nationwide RIA accelerates pace of growth with build-out of internal M&A team; Elevates current General Counsel to Chief Administrative Officer; Adds Director of Project Management Office
11/17/2023
Mirova US is appointing Stéphane Detobel and Francis Verpoucke, two highly recognized business professionals in the North American region.
11/17/2023
Manuel Al-Abdallah will provide lending solutions to Citi's ultra-high net worth private banking clients based in Latin America.
11/17/2023
Frank Fiore is the latest addition to the group's New York office which is led by former UBS executive Alfredo Maldonado.
11/17/2023
Studer is moving from the Swiss branch of the world's largest fund house Blackrock to PMG.
11/17/2023
Sources say that Nina Guinchard, a New York-based managing director and global head of the institutional credit group within the transaction management team, is leaving.