12/21/2023
She held a variety of roles at Goldman Sachs, including global head of the semiconductor and autotech investment banking practice and co-head of TMT investment banking services.
12/21/2023
Young will retain her seat on the Acadian Executive Committee.
12/20/2023
He previously served as head of wealth and institutional advisory solutions where he was responsible for Truist Wealth Advisors, Specialty, and Institutional groups.
12/19/2023
Their promotion reflects their dedication to the firm, its clients, and their leadership within the industry and community.
12/19/2023
The team reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
12/19/2023
Rivera will run the bank's Latin America business alongside John Greenwood
12/18/2023
New York-Based Biochemist and Molecular Biophysicist Joins Team as Senior Advisor Supporting Expansion into Healthcare, Biotechnology Sectors
12/18/2023
He will serve as a member of CIB’s senior leadership team delivering strategic
12/15/2023
The timing of the exit likely coincides with the expiration of a retention agreement Thornton signed shortly after the deal, they added.
12/15/2023
Bair's affiliation marks the latest addition to a growing list of successful affiliations for Wilde Wealth Management Group in 2023.
12/14/2023
We are excited to welcome Brent to Guggenheim Securities
12/14/2023
Michael has built and run businesses for JPMorgan Chase & Co. and Goldman, Sachs & Co.
12/14/2023
Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.
12/14/2023
Banks currently serves as vice chair and chief investment officer for the lender's pension and benefits plan investments.
12/14/2023
She will serve as a centralized, specialized estate planning resource for Mesirow's Wealth Advisor teams
12/14/2023
Steve Hayes currently serves as Senior Vice President and Branch Manager in Presho.
12/14/2023
Over the years, I’ve learned how broker-dealers work
12/13/2023
Wilson has more than 15 years of experience in fiduciary services
12/13/2023
Equities head to take on remit covering equity, fixed income, multi asset and hedge fund solutions, investment solutions and sciences, plus the firm’s responsibility team.
12/13/2023
Headquartered in New York and Miami, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.