09/30/2021
Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning
09/30/2021
In taking a role as BofA's head of consumer and small-business products, Mary Hines Droesch becomes at least the second Citi marketing executive since July to leave for another big bank.
09/30/2021
Key hires George Tamer, Suleman Din and Christina Esfehani will fuel continued growth for the company and support its clients’ growth
09/29/2021
Key to that future is a mindset that embraces and accounts for our impact on all stakeholders
09/29/2021
Mr. Salehi represents investment banks, asset managers and public companies in high-profile, bet-the-company matters.
09/29/2021
Charles joins the company from Zurich Insurance Group, where he was Midwest regional vice president for North America construction and, before that, vice president of commercial markets.
09/29/2021
Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.
09/28/2021
"Six years ago, I left a big job at a great company to be the first employee of an idea - that Goldman Sachs could build a modern consumer business. Many people thought I had lost my mind!"
09/28/2021
Francesca Shaw, FCPA, FCA has nearly 40 years of experience across a wide range of senior governance and commercial roles within UK and international banks.
09/28/2021
Mr. Gittler has over 15 years of cyber claims experience
09/27/2021
Prior to Morgan Stanley, she was a Financial Advisor at Merrill Lynch and Edward Jones.
09/27/2021
Our clients in the innovation and technology sectors are seeking to expand their opportunities in a rapidly changing environment
09/27/2021
Prior to joining Blue Chip Partners, Reaume was an Investment Advisor Representative and a Financial Advisor at LPL Financial.
09/24/2021
“There’s so many more things we can bring to the table,”
09/24/2021
“Outside of client work, Nicolas is also heavily invested in the development of our New York office by playing a major role in the recruitment and training of our team.”
09/24/2021
“The top executive talent that we’re attracting to our Montreal headquarters cements this city’s reputation as a Canadian fintech leader,” Bouskila said.
09/24/2021
This new and accomplished team of managing partners will anchor seven important markets that are key to our global strategy.
09/24/2021
The path from Merrill to UBS has been well trod by brokers recently, after the home of the thundering herd withdrew from recruiting veteran brokers in 2017 and has refrained from jumping back into the fray despite a steady outflow of brokers that has cont
09/23/2021
Former Tiedemann Chief Investment Strategist, Paul Buongiorno, Joins Houston Firm Leadership
09/23/2021
Moustakerski and Johnson will be assuming their positions effective immediately.