11/30/2021
Baird Adds The HBGW Group to Wealth Management Office
The team manages $500 million in assets under management.
11/30/2021
The team manages $500 million in assets under management.
11/30/2021
He has significant experience in strategic and financial-sponsor M&A and investment transactions, capital markets
11/30/2021
“I’m very pleased to congratulate our new partner class on reaching this significant career achievement,”
11/30/2021
Insigneo manages more than $13.7bn in client assets and houses more than 200 advisors on its independent brokerage platform, the firm said.
11/30/2021
“Tom is an innovative and strategic leader with a proven track record of success in his more than 25 years of experience in the financial services industry,”
11/30/2021
Appoints Graham Rives as Managing Director
11/30/2021
Rob’s appointment to this role, effective immediately, reflects his many contributions over his 23-year career at Oppenheimer,
11/26/2021
He rejoined the Texas Comptroller’s office in 2015, spending the next seven years as associate deputy comptroller for tax – overseeing tax administration, taxpayer assistance, and compliance and enforcement.
11/26/2021
Mackin joins to support C8’s client team, across sales and marketing, based in London.
11/25/2021
“With Jonathan firmly in the director’s role, I am confident that Tennessee will continue to build on our reputation as a first-choice domicile for captive insurance companies both domestically and internationally.”
11/25/2021
A respected financial services industry professional of nearly 15 years, Mr. Vatvani’s experience is multifaceted and global in scope.
11/24/2021
Christopher Andreach, who managed about $500 million in assets, rejoined his former firm in its Florham Park, N.J., office after spending only a few months at UBS Financial Services.
11/24/2021
Having spent most of his career in institutional wirehouses, Krouse was eager to join Opal
11/23/2021
Citigroup appointed a new head of digital assets in its institutional client group (ICG) on Monday, a reflection of how Wall Street banks are increasingly dipping their toes into the exploding crypto market.
11/23/2021
Riley and Thomas will co-lead the Bank’s markets-driven activities and report to Jon Weiss, CEO of Corporate & Investment Bank
11/23/2021
CIBC’s New York team also welcomed Jean Rafaelian as an Associate, supporting the rapidly growing Fund Banking group. She joins the group having pursued an MBA in Finance from NYU.
11/19/2021
Additionally, Mr. Carden holds the Chartered Financial Analyst® designation and is an active member of the CFA Society of Nashville.
11/19/2021
Sann has appointed Adrian Bedoya as Director, Hedge – North America.
11/19/2021
Mr. Rives’ hire follows Barclays’ recent appointments of Amit Tyagi as a Managing Director
11/18/2021
Tom Stoyle appointed as Senior Underwriter