04/08/2022
Rose has experience in working with both in-house legal departments for large multinational companies as well as clients without legal departments in need of broad-ranging, extensive involvement from counsel.
04/08/2022
Veteran investor will lead Circumference Group's efforts to partner with middle market private companies to deliver long-term sustainable growth
04/07/2022
Prior to JPM, Salinas Santos was a managing partner at Mexican private equity and family office firm Adas Capital for eight years.
04/06/2022
he team also includes Steven Cangialosi, vice president and private wealth advisor; Sean Reidy, vice president and private wealth advisor; and Kelly Flaherty, senior vice president and director of operations and onboarding initiatives.
04/06/2022
He first arrived at Happy State Bank in March 2017 as SVP & Director of Operations and was responsible for the daily operations of the bank, including deposit operations, training and information technology.
04/06/2022
Since January 2019, Esch has served as Senior Vice President (SVP) of Private Banking and Commercial Lending at Happy State Bank and Trust Company in Amarillo, Texas
04/06/2022
Alexander F. Stern, President of Lazard, to Retire From the Firm at Year End After Nearly 30 Years
04/06/2022
Prior to joining JPMorgan Chase, Vinzant spent more than a decade at Wells Fargo where he led enterprise insights in a variety of data management disciplines.
04/05/2022
Thomas Swaney Joins with Deep Experience in Innovative Portfolio Construction
04/05/2022
Members are comprised of wealth management professionals with deep experience across the industry
04/05/2022
Societe Generale Americas appoints Luiz Sainz, Head of Latin America, and Beatriz Lacaz, Country Head of Brazil
04/05/2022
Chairman and Founder Alfred P. West, Jr. to Become Executive Chairman
04/05/2022
Faiza is ranked in Chambers as a leading lawyer for capital markets.
04/04/2022
“As Springsteen said, first you have to get your facts learned. And gathering facts is something J.P. Morgan has an extraordinary information edge in,” says Williams.
04/01/2022
San Diego based wealth management firm welcomes Chris Osmond, CFA, CAIA®, CFP® as their new Partner & Chief Investment Officer
03/31/2022
Capgemini Invent today has a global team of more than 10,000 strategists, product and experience designers, brand experts, data scientists, and technologists.
03/30/2022
BNY Mellon Wealth Management nameds Senior Client Strategist
He joins BNY Mellon Wealth Management from Fidelity Family Office Services, where he served as vice president, business development.
03/30/2022
Barclays appoints Americas Head of International Corporate Banking
In his new role, Graham will lead the strategy and execution for the International Corporate Banking business in the Americas.
03/30/2022
Cresset Hires Trio of Wealth Advisors
Chris Georgopoulos, Thomas McKeown, and Beth Kytle Chandler join Cresset's West Palm Beach, Chicago, and Atlanta offices
03/30/2022
This management change will pave the way to meet Julius Baer's ambitious growth targets for Brazil and to create a more dynamic Julius Baer franchise in the country under one leadership.