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
08/27/2020
Promotion of Barness Reflects Key Role in Aligning Relationships, Services, Products and Research to Reinforce Oppenheimer's Leadership in Equities
08/27/2020
Before leaving, Chris Halaska advised against recruiting an outsider to replace him.
08/27/2020
Brookfield is an alternative asset manager with approximately $550 billion U.S. of assets under management.
08/27/2020
Kenneth Lombino, a former president of the Ferrari Club of America’s southwest region, was producing between $500,000 and $600,000 at Merrill, according to two sources.
08/27/2020
“Bell offers such a unique banking experience,”
08/27/2020
Henry Warner, Ed’s divisional director for cyber, said Head’s experience in the wholesale cyber market and ability to provide bespoke solutions to clients of all sizes will benefit clients.
08/27/2020
The former head of Pershing's custody business is back, this time serving as a board member for $20 billion family office Pathstone.
08/27/2020
Woods brings over 30 years of industry experience and will lead sales in New Jersey and the New York Metro area
08/26/2020
In his new role, Mr. Hall will lead PIMCO’s talented U.S. GWM team in providing wealth clients with a broad suite of strategies including core fixed income, income strategies, municipals, credit, and enhanced cash and longer-term illiquid strategies
08/26/2020
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington DC PWM office
08/26/2020
“I’m thrilled to be back home on MDI,” said Walton.
08/26/2020
He has a strong reputation for his expertise and business acumen in the global markets, including the U.S., Middle East and Asia.
08/25/2020
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.
08/25/2020
A senior leader in financial services, Lynne has worked in banking client service, institutional securities operations and wealth management.
08/25/2020
“She has played a key role in further developing and implementing Markel's ceded reinsurance strategy and has been instrumental in positioning our reinsurance placements and partnering with executive leadership to build and protect Markel'