01/14/2022
He served as a diversity consultant to EisnerAmper, the Food Bank for New York City, and the American Institute of Certified Public Accountants and also held diversity leadership roles at Deutsche Bank, Eisner, and KPMG.
01/14/2022
Brad Radin and associates join Nicola Wealth in Toronto with a focus on the management of publicly traded International Equities
01/14/2022
Thirty-four of the new senior leader promotions were in the Americas (44%), 26 were in EMEA (33%), and 18 were in Asia-Pacific (23%).
01/14/2022
“I am grateful to lead CFP Board at a time when the financial services industry is shifting towards providing consumers holistic integrated advice — what we call financial planning,”
01/14/2022
This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities.
01/14/2022
McCann is both a veteran of the U.S. wealth management industry as well as a key person in UBS' post-crisis revival: the Swiss bank was on the brink of selling its American brokerage arm – and then tasked McCann with fixing it.
01/14/2022
That committee on Tuesday held a nomination hearing for Fed Chair Jerome Powell, whom Biden chose to nominate to a second term.
01/13/2022
E.K. has more than 1,600 employees in 20 offices across the Americas, Europe, and Asia-Pacific providing management consulting services to large organizations in a range of industries.
01/13/2022
Christine Reed joins from Goldman Sachs
01/12/2022
Prior to joining Rockefeller in 2019, Clark was Managing Director and Director of Sustainable and Impact Investing at Glenmede, instrumental in launching and building its business.
01/12/2022
“In hiring Sarah, we have added to our team a talented ESG and sustainable investing leader with a distinguished reputation in the industry.”
01/12/2022
Rimmke has also spent the last eight years as an adjunct professor at Georgetown University Law Center, where he co-teaches a course on private equity and hedge fund taxation and transactions.
01/12/2022
Wealth management industry icon joins NewEdge Capital Group
Wealth management industry icon joins firm that leverages cutting-edge, disruptive technologies to support financial advisors.
01/12/2022
The second in command at the US central bank announced that he would resign from the position on 14 January, although he did not specify the reason behind the decision for his early departure.
01/12/2022
Matsumura-Martins has 27 years of experience in the insurance and reinsurance space.
01/12/2022
TwentyFour Asset Management, the London- and New York-based specialist fixed income investor, has announced the appointment of a new partner from within its portfolio management team.
01/12/2022
Experienced Regions executive to lead the bank’s mergers and acquisitions strategy.
01/11/2022
Industry veteran to lead information security operations for financial services company
01/11/2022
Before joining the firm, Hauben served as Americas Vice Chair and General Counsel at Ernst & Young.
01/11/2022
Anastasia's advice to clients on the entire range of strategic and capital-related needs, throughout economic cycles, has always been practical and commercial, as well as legal.