11/02/2022
Hagendorf brings $165 million in client assets to Kestra Financial-associated firm Coastline Wealth Management, seeking growth opportunities and elevated client service capabilities
11/02/2022
After 16 years at MD, new CEO brings deep understanding of the unique challenges and opportunities facing physicians and their families
11/02/2022
In this role, he will provide comprehensive strategic tax advice to our clients, their trusts and estates and business entities.
11/01/2022
Marcio Medeiros, head of the private bank's adviser team covering Brazil from its desk in Zurich, will leave the firm along with three others.
10/31/2022
Coremont has been fortifying its team this year to accommodate its significant growth potential.
10/28/2022
“As we look to find more innovative solutions to help meet our return requirements, we need someone with the right blend of expertise and real-world experience. We’re confident he’ll bring valuable insight to this role.”
10/28/2022
Sutherland has been instrumental in the firm’s growth.
10/27/2022
“My top priority is helping clients achieve their financial goals,”
10/27/2022
“We are delighted to have Sam, Todd, and Adrieanna joining our dynamic and growing firm and look forward to partnering with them in their future success.”
10/27/2022
During the transition, until Klein takes over, David Miller will continue in his current role as global head of investment banking & capital markets, reporting directly to Group CEO Ulrich Koerner, and will support the development of CS First Boston a
10/26/2022
Treadway obtained his Bachelor of Arts in political science from Yale University and his Master of Business Administration from the University of Michigan Ross School of Business.
10/26/2022
Digital asset-focused Strix Leviathan plans to build out more market-neutral strategies and target larger institutions.
10/26/2022
During Perez’s time at Goldman, the bank advised Aramburuzabala on the sale of her data center business KIO Networks last year.
10/25/2022
He joins from Lincoln International, where he was most recently a Managing Director in the Technology, Media, and Telecom Group.
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,"