07/12/2022
Honey-Brooks joins Wealthspire from Coblentz Patch Duffy & Bass, a high-end boutique law-firm in San Francisco, where she practiced for the last five years.
07/12/2022
Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview
07/12/2022
Santos has served as the company’s head of Diverse Segments, Representation and Inclusion since November 2020
07/12/2022
Expand investment options
07/11/2022
“Katie has worked very closely with KKR and members of our senior team both in the U.S. and internationally for many, many years. She is a preeminent lawyer and a dynamic leader who is a perfect fit with KKR’s culture.
07/11/2022
UK-based fintech Revolut has appointed Sid Jajodia as its new US CEO.
07/11/2022
Crypto platform Binance.US has appointed former PayPal exec Jasmine Lee as chief financial officer (CFO).
07/11/2022
He will be responsible for connecting the banking and investment resources offered through the bank’s eight lines of business to people and companies across Maine.
07/08/2022
Lloyd joins from BNP Paribas, where he served as Americas Chief Risk Officer for the Corporate & Institutional Bank and Asset Management, covering all financial and non-financial risk
07/08/2022
Erwich has more than 25 years of experience in wealth management, banking, corporate and private risk management.
07/08/2022
At Neon he has been charged with building a "technology-driven financial product powerhouse" beginning with a remote-worker recruiting effort to secure the world’s best tech talent, regardless of location.
07/08/2022
Moreira will be based in Miami and is responsible for the wealth management offshore operation of Itau Private.
07/08/2022
McDonogh will succeed Ms Emily Portney, who will assume a new role to lead the company’s Treasury Services, Credit Services, and Clearance & Collateral Management businesses.
07/08/2022
MacLaughlin received her Bachelor of Arts in Mass Communications from University of California, Los Angeles and also serves on the UCLA Alumni Association’s board of directors.
07/08/2022
Cole has worked in the wealth management industry for over 14 years
07/07/2022
Kim shares Kueski’s commitment to improving the lives of people in Mexico and keeping diversity, equity, and inclusion at the forefront.
07/07/2022
The new promotions reach across several areas of the firm's service offerings, including the firm's tax, audit and consulting practices, as well as the growing wealth management practice.
07/07/2022
"I am honored and grateful for the opportunity to join the Pittco family,"
07/07/2022
The father of two brings more than 30 years’ experience in financial services to Redwood.
07/07/2022
Company also announces upcoming retirement of Todd Clossin