03/29/2023
He will serve the greater Capital Region and surrounding areas in New York to provide flexible solutions, expert advice, and swift, concierge-level personal attention.
03/29/2023
The world’s largest money manager’s multi-asset strategies and solutions group will undergo a reshuffle in the coming months, with new co-heads appointed.
03/29/2023
Hire completes one of the most diverse leadership teams in growth equity industry
03/29/2023
As its multicustodial strategy bears fruit, Steward Partners has recruited Ensign Wealth Partners from Wells Fargo Advisors Financial Network, bringing the firm's total assets with Pershing to over $1 billion.
03/29/2023
Prior to joining Great American Insurance Group he was senior vice president and chief underwriting officer at SPARTA Insurance Company from October 2012 to April 2014.
03/28/2023
Mr Chaves was recently the head of Property & Casualty for Chubb Mexico
03/28/2023
Announces Cooperation Agreement with Impactive Capital
03/24/2023
Earlier in his career, he also served as a managing director at Goldman Sachs Group Inc.
03/24/2023
Boudreau worked at MetLife earlier in his career and re-joined the company in 2013.
03/24/2023
New senior hire expands firm’s Global Stewardship and Sustainability Team
03/24/2023
The bank has made senior hires across Wall Street in recent months including Sam Chaturvedi and Ryan Williams, both from Credit Suisse Group AG.
03/22/2023
New role deepens KKR’s commitment to collaborating with private wealth firms and financial advisors and expanding individual investors’ access to its alternative investment strategies
03/22/2023
Lowndes brings over 25 years of integrated financial services experience to Angeles Wealth, specializing in developing technology, compliance, trading, and risk management solutions
03/22/2023
Together they will be responsible for all aspects of the Ballentine Partners investment strategy
03/22/2023
Anchoring in these core pillars offers a level of transparency to wealth management
03/20/2023
Next gen advisor from Morgan Stanley launches wealth management firm with $170 million in client assets and partners with Sanctuary to scale business for future growth
03/20/2023
Regan holds a master of business administration in finance and a bachelor of science in accounting
03/17/2023
At age 37, Wohlforth is the youngest partner in the firm’s history to be appointed to the position.
03/17/2023
Prior to that, he was with TD Wealth, Private Wealth Management, where he developed strategies to assist high net worth clients achieve their financial goals.
03/16/2023
Ready to launch their new independent financial practice, Mijares and Ettlin turned to LPL and Mariner to help free up time to focus on their clients