09/16/2021
The firm recently added David Serpa as Managing Partner to launch Pension Wealth Mergers & Acquisitions LLC, and manage the much anticipated strategic partnership.
09/16/2021
Mr. Ayala's hire comes at a time as Welcome Tech's user base is surging dramatically with its digital bank mobile app, PODERcard
09/16/2021
Drawing on his deep fintech sector expertise and industry relationships, Nelson will play a pivotal role in the firm’s FinTech advisory growth, while expanding its investment banking footprint to include Denver.
09/16/2021
Archan Basu has been named Deputy Chief Investment Officer, and Paul Algreen will serve as Chief Technology Officer
09/16/2021
Aimee joins Weil from Akin Gump Strauss Hauer & Feld LLP, where she was a partner.
09/16/2021
Wall Street titan looks to bolster digital investing credentials amid fears it lags rivals
09/15/2021
William Blair Expands Investment Banking team
Joins William Blair with a career spanning more than 20 years, most recently serving as managing director at FT Partners.
09/15/2021
RGT Wealth Advisors announces senior appointment
Preceding that, she served as Of Counsel at Chamberlain Hrdlicka, Managing Director at National Advisors Trust Company and Manager at PricewaterhouseCoopers.
09/15/2021
Ann is a highly sought-after advisor across San Francisco’s business and tech communities, advising executives, companies and families.
09/15/2021
SVB has been working with companies of all life stages in Florida for more than 20 years from its other Southeast locations.
09/15/2021
Independent investment firm welcomes seasoned veteran with 20 years of global industry experience
09/15/2021
Duncan J. Christie has joined the firm as Head of Operations and Client Services
09/15/2021
Romina is an active member of and contributor to the Green and Social Bond Principles and its various working groups, including the New Markets Taskforce and the Sustainability-Linked Bonds Working Group.
09/14/2021
Cresset Adds Five Ex-JPMorgan FAs
Kevin McGuire, Vanessa Ramich, Sarah Burney, Jake Schwinn and Dan Biondi have joined Cresset’s Denver office.
09/14/2021
More Changes at Credit Suisse's Brazilian Arm
Formerly Brazil's top central banker, Goldfajn joined Credit Suisse two years ago to underpin its investment banking ambitions.
09/14/2021
Goldman Sachs appoints Coleman as new CFO, replacing Scherr
The CFO role did not have much cachet on Wall Street until the 2008 financial crisis, when those executives were explaining the mortgage meltdown and investment losses to shareholders.
09/14/2021
Ms. Stern is consistently top-ranked by Chambers Global, Chambers USA
09/14/2021
He will succeed Alejandro Werner, whose retirement from the Fund was previously announced.
09/14/2021
Rick Headrick named as new IFIC board chair
Investment industry veteran to head institute's board of directors for two-year term
09/14/2021
He will support growing wealth management and institutional retirement business