10/15/2021
In this role, Rodriguez will oversee all debt and equity financing for multifamily affordable housing and community-oriented developments; Rodriguez will report to Kara McShane, head of Commercial Real Estate.
10/14/2021
Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth
10/14/2021
Thomas and his team will work to continually enhance Lincoln’s customer and employee experience through ongoing development of the company’s IT strategy and performance
10/14/2021
Vicent Costa, Ciro Vasquez, and Juan Zenck have decades of experience in the investment advising and wealth management professions.
10/14/2021
Before joining GMO, Shang held senior roles in Asia at Dimensional Fund Advisors
10/13/2021
Firm Expanding its Non-Profit Capabilities as part of Berkshire Bank's Community Comeback Plan
10/13/2021
New Senior Hires Bring a Combined 40 Years of Experience to Serve Clients and Grow the Firm
10/13/2021
Chris Smith, CPA, Joins as Director of Tax and Founding Tax Partner of Brandywine Oak Private Tax Advisory
10/13/2021
Lowery Asset Consulting, LLC’s services and relationships bring new opportunities to BDO USA for existing and potential clients.
10/13/2021
Couple add role at Ethic to growing jobs portfolio since stepping down as working members of royal family
10/13/2021
Nearly a dozen partners join Mayer Brown’s thriving New York office this year
10/13/2021
Designation augments firm’s advisory leadership for financial institutions and solution providers
10/13/2021
The three new appointments allow us to continue our work, broadening our expertise, knowledge and skills base.
10/12/2021
At Wells, the trio had been part of a unit formerly known as Abbot Downing.
10/12/2021
Charles, Laurel and Michael have been successful providing comprehensive solutions to clients, and they share First Republic’s commitment to our unique brand of exceptional client service.
10/12/2021
Shumate brings more than 20 years of US tax experience to RSM, having supported clients in a range of industries on federal tax compliance, state and local income, cross-border transactions, and sales and use taxation.
10/12/2021
Lewis to Join Apollo’s Management Committee
10/11/2021
Joe Bae and Scott Nuttall Appointed Co-Chief Executive Officers Henry Kravis and George Roberts Continue to Serve as Executive Co-Chairmen Company Announces Corporate Reorganization
10/11/2021
She manages $125 million in client assets and will be joined at UBS by Client Service Associate, Shauna Graham.
10/11/2021
Moritt spent the first 29 years of his career at Mercer, starting as a pensions actuary and then eventually leading the firm’s North American multinational client group.