07/01/2021
She will also advise the firm’s investment teams in identifying and evaluating opportunities in the technology sector, with a particular focus on the European market.
06/30/2021
Barshied will lead the bank's expansion in the region, overseeing existing offices in San Francisco and Palo Alto and a new East Bay office whose location hasn't been disclosed.
06/30/2021
Proven Company Leader Tapped to Further Unlock the Brand’s Potential
06/30/2021
Nationally ranked wealth manager expands presence in Midwest
06/30/2021
Also, as a Certified Exit Planner, Chase has strategically shifted a significant part of his focus to helping business owners maximize the value of their business in preparation for selling their company.
06/30/2021
Suresh Krishnamurthy will lead client solutions for private equity, real estate funds
06/30/2021
"Sadiq's knowledge and expertise will help us deepen our overall advantage in wealth management and grow our asset management business. We look forward to him taking on this important role."
06/30/2021
Mr. Hollingsworth has a wealth of experience in helping advisory firms adopt the latest advisor technology solutions
06/29/2021
Jefferies adds two new board members
Ms. Weiler serves as a Class II director of the Board of Owl Rock Capital Corporation (NYSE:ORCC), and concurrently serves on the boards of several Owl Rock funds.
06/29/2021
Rod Walsh and Mathew McDowell add extensive experience to the firm as Foundation Wealth continues its recent growth
06/29/2021
He will start his new role on July 14, 2021 and report to Kristi Mitchem, Chief Executive Officer, BMO Global Asset Management.
06/28/2021
BNY Mellon Wealth Management appoints Head of Philanthropic Solutions
She joined BNY Mellon Wealth Management more than 15 years ago as part of the Planned Giving group and also has experience in tax preparation and client relationship management.
06/28/2021
Renowned global investment strategist provides expert insight on private market investing opportunities for advisors and their high-net-worth clients
06/27/2021
Blackstone Announces Appointment of Adam Rosenberg, Gaming and Leisure Industry Veteran, as Senior Advisor
Their flexible capital solutions, operational expertise, and global presence make them a fantastic investment partner
06/25/2021
Halé Behzadi will step into the new role, according to an internal memo sent on Thursday by Ida Liu, global head of Citi’s Private Bank, which was reviewed by Insider.
06/24/2021
Cresset now manages more than $13 billion in client assets across 10 locations around the nation
06/24/2021
Janney welcomes the nearly 50 years industry experience of The Archer Group.
06/24/2021
Ault Global Holdings Names senior execs
Financial Expert Brings Over 20-Years’ of Investment Banking, Financial Restructuring and Principal Investment Experience
06/24/2021
Bob Dorrance to retire; will remain Chairman of TD Securities
06/23/2021
Ramirez had spent less than eight months at Wells Fargo and has exited after the group announced earlier this year it was closing its offshore wealth management business.