05/01/2024
Toth, who has been registered for seven years in the investment advisory industry, noted the firm’s commitment to guiding clients towards their financial goals with personalized solutions.
04/30/2024
Freiman and Greene will both focus on the financial technology sector.
04/30/2024
Scotiabank said Machen would be based in New York and Toronto
04/30/2024
I joined Raymond James to provide advice and guidance to my client
04/30/2024
First Republic was a leading provider of private banking and wealth management solutions for high-net-worth clients
04/30/2024
JPMorgan's new technology MDs include Arvind Reddy, the New York-based head of platform
04/29/2024
They bring a wealth of knowledge and relationships and will play a pivotal role in our continued efforts to provide world-class advisory services to our clients
04/27/2024
He joins Alpha Capital Family Offices from Northern Trust, where he served for over a decade as a senior portfolio manager, overseeing $500+ million in assets for UHNW investors.
04/25/2024
JPMorgan isn't commenting on the suspicious exits
04/25/2024
Matthew Unger, who joined this week from Goldman Sachs, will also support organic growth
04/24/2024
The firm was formed in 2019 with three Wells Fargo Advisors Wealth Brokerage Service advisors
04/23/2024
Previously, he held group CFO roles with Wells Fargo & Company, and Citigroup in the United States and abroad.
04/23/2024
Riley joins a team of five that includes a trio of multigenerational partners/advisors and two client service professionals.
04/23/2024
Prior to joining Julius Baer, he was Senior Relationship Manager servicing Brazilian private clients at Banco Bradesco Europa S.A. in Luxembourg.
04/23/2024
Clayton Ortloff, an advisor out of Midland, Texas, will join the independent broker/dealer’s model for advisors looking for more autonomy while buttressed by back office support.
04/23/2024
Industry veterans and brothers previously served as Directors at Apollo Global Management
04/23/2024
In addition to driving client solutions, Lombardo will focus on driving initiatives to automate workflow and provide the technology, analytics and support needed to provide white-glove service to the fast-paced real estate business.
04/23/2024
The company has confirmed that McElroy and AIG have agreed to accelerate his retirement date for personal reasons and will remain available to the Company.
04/22/2024
The teams join Cresset from J.P. Morgan, and previously First Republic Bank, where they managed approximately $5 billion in assets.
04/22/2024
Christopher and his team join the firm’s Los Angeles Market, managed by Market Executive Lauren Gorsche and Market Director Kreg Pearless.