09/20/2022
Chopra said in a statement that he needed to run his own registered investment advisory firm to provide a multi-family office service model with investment products and services that would have been off limits at major brokerage firms.
09/19/2022
Mark Ahmed and Justin Reese join the flourishing firm to serve ultra high net worth clients
09/19/2022
Christopher Mariadason’s promotion is the latest change in the company’s risk and compliance team in recent months
09/16/2022
As a leader at Fengate and within her industry, Nina is a mentor for many at her firm and within the financial and infrastructure sectors.
09/16/2022
The new group will continue to operate as SS&C GlobeOp and brings together SS&C's hedge fund administration, private markets administration, middle office, and insurance global servicing capabilities.
09/15/2022
He graduated from Merrill’s Market Executive Leadership Academy and had been associate market manager in Boston since August 2021.
09/15/2022
King will also serve on the board’s Compensation and Human Capital Committee.
09/14/2022
Houlihan was also instrumental in growing Northern Trust’s front, middle and back-office businesses for asset managers and owners.
09/14/2022
Based in Stellex’s London office, he will work with the Firm’s existing European investment team to further expand its investment activities and profile in the region.
09/13/2022
Ms. Becker Joins Glenmede with Deep Expertise in Legal and Estate Planning
09/12/2022
He will collaborate with the Capital Markets Advisory Group, and Restructuring and Capital Solutions Group, to best serve corporate and financial sponsor clients.
09/12/2022
She joins LCR from Sanctuary Services and RIF Trust/ Latitude
09/09/2022
Widely respected former BofA Merrill Research leader brings additional fiduciary support and investment insight to Sanctuary advisors and their clients
09/09/2022
He will be a member of Rockefeller’s Management Committee
09/09/2022
She will be responsible for optimising the business, developing finance and business strategies that further strengthen INSTANDA’s growth, and partnering with the company’s management team
09/09/2022
Evan Hudson, senior commercial underwriter, is promoted to commercial manager, contract/binding markets, where he leads contract binding relationships for the San Francisco office.
09/09/2022
As President of Wealth Management, Lewis will support MAI’s continued national expansion and ongoing delivery of comprehensive wealth management services
09/09/2022
Roessner will work closely with Mike Blundin, newly named President and COO, to drive the company's growth and help lead the wealth management industry into the future.
09/08/2022
Seasoned Executive Joins as Head of Secondaries to Capture Growing Market Opportunity
09/08/2022
J.P. Morgan leaders announced major investments in the Wealth Management business earlier this year