10/25/2022
Martzahl, a 37-year industry veteran, has found success in all aspects of wealth management, including advising individuals and families, corporate retirement plans, and endowments and foundations.
10/25/2022
He will spearhead our efforts to hire a President who is well-respected and familiar with our business strategy and the communities we serve.
10/25/2022
SWFI is a forward-thinking organization with an entrepreneurial mindset, and we could not have selected a more ideal candidate than Lakshmi to serve as Chairman.
10/25/2022
Firm Veteran Returns, Bringing Depth of Knowledge to Serve Evolving Needs of HNW Clients
10/24/2022
The role is a new one at BNY Mellon and is global in scope.
10/24/2022
"I'm confident that he will make a smooth transition into the role of lead independent director. I look forward to continuing to work with Dirk to deliver value to our shareholders for years to come,"
10/24/2022
SVB Securities has built a prestigious reputation serving clients across the innovation economy," said Knight. "I'm looking forward to joining this accomplished team of investment bankers and continuing to deliver strong results for our cli
10/20/2022
He is expected to lead continued development of the Mercer Advisors platform.
10/20/2022
Mr. Hassan's joining furthers A&M's ability to support clients' software and technology transactions.
10/20/2022
Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.
10/19/2022
Antulio Bomfim, Veteran Fed Economist With Industry Experience Assumes Newly Created Position
10/19/2022
Newly created role to focus on providing expansive industry-focused offerings across targeted practices in North America
10/19/2022
Morneau served as Trudeau’s finance chief after the Liberal Party swept to power in 2015.
10/18/2022
Citizens is a trusted strategic and financial partner, consistently delivering clear and objective advice.
10/18/2022
Vasady-Kovacs has more than 22 years of wealth management experience
10/18/2022
Johnson will report to both Lisa Davis, chief executive, Canopius US and Bermuda, and Mike Duffy, Canopius group chief underwriting officer.
10/17/2022
Virginia Martin Heriz will no longer serve as PM on three funds run by the global macro team.
10/17/2022
Rusnak will be responsible for the Equity Optimization, Fixed Income Strategy, Social Impact Investing, and Option Strategies teams.
10/17/2022
Prior to joining Everest, Austin served as head of AIG’s North American A&H business where he oversaw the entire portfolio.
10/14/2022
The reason was not immediately clear, but the source said it may have followed questions about his trades in corporate stock.