02/02/2022

Starboard Advisors appoints Family Office president

As a seasoned family office executive with 24 years of experience serving major family offices in New England, Ouellette brings a unique perspective and focus on client service to the privately owned wealth management firms.

02/01/2022

Harbourfront Wealth appoints MD of Tax & Wealth Planning

Paul is responsible for nationwide directives including the development of a Wealth and Estate Planning division, an Investment Advisor Training and Education program, and the ensemble of a National Strategic Partnership Network for his previous firm, Can

02/01/2022

First Western Trust Hires New Market President

She is a proud native of Scottsdale, having called the area home her entire life. Her professional credentials include leadership positions at First Citizen’s Bank and BBVA

01/28/2022

Morgan Stanley Elevates Hogan, Perez-Hernandez in Tech Group

Drew Guevara, a previous co-head of global tech banking, will also become a vice chairman of investment banking. Read more at: https://www.bloombergquint.com/business/morgan-stanley-elevates-hogan-perez-hernandez-in-tech-group Copyright © Bloomberg