01/10/2023
Gorman has been CEO since January 2010, a 13-year run in which the bank recovered from near calamity during the financial crisis, transforming itself into a business relying on the twin engines of the investment bank and wealth management.
01/10/2023
The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.
01/09/2023
Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'
01/09/2023
Ron has 19 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset manager research.
01/09/2023
Previously, he also worked at Barclays and BGI, which was acquired by BlackRock in 2008.
01/07/2023
Fast-growing Canadian investment management firm adds two Calgary-based professionals
01/07/2023
Combined business unit aims to accelerate firm’s engagement with consumers
01/06/2023
With 30 years of experience in the fields of financial services, wealth management and technology, Yackel previously held various leadership positions at SEI, Envestnet, Fortigent and Prudential.
01/06/2023
Prior to Arch, Acker spent time at both ACE Group and The Hartford.
01/06/2023
Morey Goldberg and team join forces with George Papanier and Adam Pauska, expanding global capabilities for discerning, ultra-high net worth families
01/06/2023
Kuntz brings more than two decades of leadership and group benefits experience to the company
01/06/2023
The team also includes senior associate Phillip Black and associate Esteban Martinez.
01/05/2023
Mr. Bailey earned a B.S. in economics from Allegheny College and an M.B.A. from Eastern University.
01/05/2023
She joined Fulton Private Bank from a private multi-family office where she proactively crafted and executed plans to help families across the country steward, preserve and transfer the wealth they worked so hard to create.
01/05/2023
Dr. Andreas Przewloka brings 20 years of senior financial services leadership experience to State Street
01/05/2023
Mr. Jacobs and Mr. Lambert bring decades of transaction experience and industry knowledge throughout the healthcare space
01/05/2023
Corey Wright and Lisa Collier bring substantial experience representing financial institutions in a broad range of sophisticated leveraged finance transactions.
01/05/2023
Industry veteran assumes strategic direction and oversight of Janney's comprehensive advice and solutions platform
01/04/2023
President Stacy Schuettler will assume the role of CEO and continue to lead the organization’s strategic vision and growth as she has for the past 15 years.
01/04/2023
Industry veteran assumes strategic direction and oversight of Janney's comprehensive advice and solutions platform