01/30/2023
$340 million advisor team joins UBS in Hartford, Connecticut
David and Sean will join the UBS Greater New England Market, managed by William Cholawa and Weisner Perez, and will be based in the Hartford, Connecticut office.
01/30/2023
David and Sean will join the UBS Greater New England Market, managed by William Cholawa and Weisner Perez, and will be based in the Hartford, Connecticut office.
01/30/2023
Soloria named chief investment officer
01/30/2023
Based in Kingwood, Texas, a suburb of Houston, Blakelock is an Army veteran with an analytical background stemming from graduate school work at the University of Houston’s Cougar Investment Fund.
01/27/2023
Atria's Head of Financial Institution Channel, Valorie Seyfert, set to retire at end of February
01/27/2023
SignatureFD’s partner promotions are as follows.
01/27/2023
Both Mr. Melsheimer and Mr. Ganchev will be based in New York.
01/26/2023
She will be responsible for LAM’s business development in North America and will oversee its Institutional Client Group
01/26/2023
They follow Kabir Sethi, who joined LPL last April as chief product officer.
01/26/2023
Silvestre is an exceptional leader with significant securities litigation and compliance experience
01/26/2023
Current Chief Investment Officer (CIO) Rick Pitcairn becomes firm's Chief Global Strategist; Well-regarded investment industry veteran Nathan Sonnenberg joins firm as new CIO
01/26/2023
Colberg is also a member of the Board of Directors of Corebridge Financial, Inc., formerly AIG Life & Retirement.
01/25/2023
John Ceffalio Brings 20+ Years of Experience to Client Facing Position
01/25/2023
Private Banking Adds to Team Focused on Private Businesses Through Corporate Advisory and Banking / Lending Services
01/25/2023
The head of iA Private Wealth takes over from Sean O’Brien
01/25/2023
She will champion the firm’s unique industry positioning, innovative wealth management product offerings, and firm growth opportunities.
01/25/2023
Barclays has promoted Taylor Wright and hired Cathal Deasy to co-lead Investment Banking
01/25/2023
City National Promotes JaHan Wang to Executive Vice President of Entertainment Banking
01/24/2023
Private Banking Adds to Team Focused on Private Businesses Through Corporate Advisory and Banking / Lending Services
01/20/2023
Bolstering its position as the largest asset manager focused on decarbonizing the real estate industry
01/20/2023
J.F. Lehman & Company ("JFLCO"), a leading middle-market private equity firm focused exclusively on the aerospace, defense, maritime, government and environmental sectors, is pleased to announce several recent promotions and new hires. Pro