09/18/2025
He was executive director at J.P. Morgan Private Bank in the same city, and previously served as alternative investment sales and discretionary investment sales at Citi, after working in New York for Safra Asset Management as associate
09/17/2025
2024. His experience spans business development, advisor recruitment, and leadership coaching across several wealth management platforms.
09/17/2025
Chairman Paul Allison will be interim CEO, effective immediately, an internal announcement said
09/17/2025
Her appointment follows Pitcairn's acquisition of Baltimore-based Brightside Partners in January 2025
09/16/2025
He will serve clients from Mexico, according to the welcome post published on BBVA GWA’s page on the professional network LinkedIn
09/16/2025
His work has also encompassed the design of philanthropic programs, governance frameworks, and guiding next-generation family members in leadership and succession planning.
09/16/2025
She leads strategy and oversight to ensure that Northern Trust Asset Servicing products and solutions provide meaningful value to clients
09/16/2025
Turan joins TD Bank following a 16-year career at HSBC, during which time he served as global CEO of retail banking, and more recently, as head of integration, international wealth and premier banking.
09/16/2025
Taeya Lauer, Partner & Senior Wealth Advisor, has spent her entire career guiding individuals and families through life’s financial complexities.
09/16/2025
In this role, he will be responsible for driving operational excellence, enhancing efficiency, and supporting the division’s strategic growth initiatives.
09/16/2025
David’s deep background in trust and law, combined with his recent experience in wealth management, makes him uniquely qualified to lead this important area of our Bank
09/15/2025
Jenna and Travis are assuming these roles at an important moment
09/12/2025
Williams will report directly to Howard Hammond, president and chief executive officer.
09/12/2025
Insigneo welcomes former Jefferies advisor, joining a roster of recent hires at the firm.
09/11/2025
Kadet and Bolding will report to Adam Sansiveri, Regional Senior Managing Director at Bernstein.
09/11/2025
The appointment comes at a time when Citigroup is ramping up its AI adoption to automate tasks
09/11/2025
Howard will oversee all risk functions and will play an important role in the continued growth and expansion of Carrick Lane’s offerings.
09/11/2025
The new member has his own wealth management firm, Ronin Capital, which will conduct its business within Insigneo's global network
09/10/2025
He joins Fieldpoint Private Trust from Northern Trust, where he served as Senior Managing Director for the Greater New York and Connecticut offices.
09/10/2025
He began his career as a programmer at a Georgia-based credit union before joining a credit union service organization, where he led the migration of nearly 2,000 institutions to a new shared payments platform.