06/09/2022
“As our organisation continues to grow and diversify its product suite, attracting this level of management expertise is critical to ensure we maintain excellence across our specialty underwriting strategies”
06/08/2022
Bonitatibus joins Wells Fargo from Chase where she served as Chief Communications Officer
06/08/2022
Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients
06/07/2022
Newly created role for Anita Rausch
06/07/2022
In addition to his work on high-profile M&A transactions, Andrew also counsels both private fund sponsors and on sophisticated Title I Employee Retirement Income Security Act (ERISA) matters.
06/06/2022
Lehto has more than 19 years of experience in the financial services industry, 18 of those with Wells Fargo Advisors in downtown Escanaba.
06/06/2022
Brings Decades of Sophisticated Estate Planning, Tax and Advisory Experience to the Firm
06/06/2022
Ron joins from Bank of America in Denver, where he was a Senior Vice-President.
06/03/2022
New head of wealth management in Canada comes in with record of industry leadership and business education
06/02/2022
“With the addition of Sergio Vaccaro as CFO, the transition of Frank Perez to CIRO and the recent addition of Luis Gonzalez as COO, we have assembled in short order an executive team that is highly experienced, shares our vision and can execute on o
06/02/2022
Former S&C group chief executive Annette Rippert to retire after outstanding 28-year career at Accenture
06/02/2022
Global Foreign Exchange provides a range of liquidity, trading, transaction processing and outsourced FX solutions for institutional investors.
06/01/2022
He most recently served as wealth office business leader for the Mountain States, where he focused on developing and leading retirement consulting relationships in the region.
06/01/2022
In her new role, Loepker will oversee all investment products for WIM
06/01/2022
Gonzalo is based in Miami and reports to Laura Kaplan, market president, South Florida.
05/30/2022
Recognized for the breadth of his experience, Mr. Irshad has held a variety of roles across general management
05/29/2022
Cooper will serve as the first woman and 10th president and CEO in company’s 117-year history
05/27/2022
He joins after more than 13 years with Citi Private Bank
05/27/2022
The partnership allows Jive to start offering less complicated distressed investments to XP’s mom and pop investors and to grow more aggressively through acquisitions.
05/26/2022
In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice