06/21/2023
She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.
06/21/2023
She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.
06/21/2023
Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation
06/21/2023
The wirehouse has added a Boston-based advisor with annual production of about $2.3 million and a two-person team based in Southern California.
06/21/2023
Gaylor to Lead Company Global Expansion Through Organic Growth and Strategic Acquisitions
06/21/2023
Cashplus say the pair have a “wealth of banking and technology expertise”, and will help improve board diversity.
06/20/2023
Experienced business leaders Bill McManus and Alex Arata join the firm’s Private Equity industry practice to offer Value Creation Planning services
06/20/2023
He will also serve as a director on the Everest Canada Board of Directors.
06/20/2023
Peter Kaplan will lead Integrated’s insurance business; Josh Benson will deepen relationships with the firm’s larger advisors and teams
06/19/2023
The team joins from First Republic and will report to Brian Riley, Pacific Northwest Divisional Director of Rockefeller Global Family Office.
06/19/2023
He will serve private businesses in the BC market and across Canada.
06/19/2023
The new appointments follow additions to the firm’s senior leadership team, announced last November.
06/16/2023
Nicolas Becerra joined Prudential's asset management arm in Chile earlier this month after more than five years with Banchile Inversiones.
06/16/2023
The appointments are consistent with a strategy to broaden and focus relationship management for product expertise and location.
06/15/2023
In this role, Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.
06/15/2023
Based in New York, he will be responsible for driving the bank’s data and cloud strategies.
06/15/2023
Industry Veteran Will Supervise Trust Administration Activities Across the Firm
06/14/2023
Roseli Kostiuk left Citi Private Bank last month after almost 14 years and is joining a former colleague at the Spanish group.
06/14/2023
Since its founding in 2010, Skyline Wealth Management has helped nearly 200 Central Texas families retire with confidence and fulfillment.
06/13/2023
The trio of advisors are joining the Swiss firm's international branch led by Jesus Valencia.