12/04/2020
“Today and every day, we applaud them for their unwavering commitment to delivering for our clients and our companies, and we look forward to seeing all they will achieve in their new roles.”
12/04/2020
“We are excited to have Mike working with us to better serve the complex needs of RIAs, Family Offices, and Bank Wealth & Trust firms nationwide.”
12/03/2020
Macieira-Kaufmann spent 12 years at Citigroup, most recently as head of Citigroup’s International Personal Bank in the U.S., the firm’s offshore wealth management arm.
12/02/2020
Suvarna most recently served as Head of Digital Payments and Lending for Citi’s U.S. Consumer Bank, where he launched a digital product management function that drove key revenue growth and completed expense reduction initiatives for the Credit Card
11/27/2020
Prior to his role at JP Morgan Chase, Mueller was the Chief Operating Officer (COO) for Equity Derivatives at Bank of America, Head of Corporate Planning for Merrill Lynch and a Principal in the financial services consulting practice at Booz Allen & H
11/25/2020
This group of bright, rising leaders not only builds on our tradition of excellence and being trusted advisors, but they are also setting new standards that will no doubt help us shape our bright future.