09/03/2020
From Optimize Wealth’s newest office in Woodstock, Joe will help clients to achieve long term success and prosperity by providing them with a comprehensive approach helped by a competent team of licensed portfolio managers.
09/03/2020
All three were valuable contributors while Associates at TA, demonstrating their ability to add value to TA’s growth private equity investment process, particularly in sourcing and analysing new investment and portfolio company acquisition opportuni
09/02/2020
"I am delighted to join SS&C," said Frank Egan.
09/02/2020
Frank joins SS&C from Lake Bridge Capital Ventures, where he was Managing Partner.
09/02/2020
Woody is among the most seasoned and respected M&A professionals on Wall Street and a recognized expert in managing large, complicated, and transformative transactions
09/01/2020
With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences.
09/01/2020
Pershing tapped him as a consultant to develop a strategy for RIA custody and liked him so much it hired him to run the business.
09/01/2020
U.S. Wealth Management to hire hundreds of advisors in several locations across the country for remote advice unit in the next two years
09/01/2020
He has joined Citi as a portfolio manager this month, a spokesman for Citi confirmed.
09/01/2020
Cannell came to Northern Trust from SS&C where she worked in business development and key account management.
09/01/2020
Previously he served as a vice president in the Private Wealth Management division at Morgan Stanley, a senior securities analyst at SG Securities in Paris, France
09/01/2020
Turner, who spent five years at Tanner, had been its CEO since 2017. According to the firm’s filing, he has changed his residency from Santiago to Chile’s southern Los Lagos region.
09/01/2020
Donley and Richey are managing partners of Summit Wealth Advisors, based in Pittsburgh, Pa.
08/31/2020
After taking the summer off, the popular industry figure and former head of Pershing's RIA custody business is back.
08/28/2020
Stifel, which in February opened a southern Texas office with two career-Merrill advisors, has sourced 23 advisors in the Lone Star State from the wirehouse in the past two years, according to Robert Johnson, firm’s southwest region director.
08/28/2020
From 2013 to 2018, he served as Senior Investment Strategist for The Boston Company Asset Management large cap equity team, covering core, value, and dividend strategies.
08/28/2020
Previously, she was senior vice president, relationship manager for CIBC Private Wealth Management and assistant portfolio manager with the Sustainability Group of Loring Wolcott & Coolidge.
08/28/2020
Thirty new partners and principals admitted, 36 promoted to managing director
08/28/2020
The goal of helping individuals, families, and private foundations manage and grow their wealth in a way that aligns with their values.
08/28/2020
Latest executive team member brings more than 20 years' management experience in regional independent space