06/18/2021
The group of four bankers, led by Kevin E. McGuire, an 18-year industry veteran who had served as managing director and head of the private bank’s Colorado Technology Vertical and Boulder Team, gave notice on Monday.
06/18/2021
Courtesy of Cambridge Trust company
06/17/2021
Northern Trust Strengthens South Florida Wealth Management Team
He is an industry veteran who will leverage his extensive connectivity in South Florida to elevate our wealth management team and deliver exceptional solutions to our clients.
06/17/2021
KKR Appoints New Independent Director
Ms. Brown is a Managing Partner of Flying Fish Partners, a venture capital firm that focuses its investments on startup companies building artificial intelligence and machine learning technology primarily in the Pacific Northwest.
06/17/2021
J.P. Morgan Nabs Veteran Merrill Private Wealth Exec
The move reunites Colavita with J.P. Morgan Advisors CEO Phil Sieg
06/17/2021
Advisor Group Recruits Four Financial Professionals
Announcement Highlights Advisor Group's Recruiting Success in 2021, with Year-Over-Year Increase of 196% in Recruited AUA
06/16/2021
The executives will run the EMEA ESG council at Bank of America aimed at minimising its climate impact and supporting clients in their low-carbon transition.
06/16/2021
The company, run by Vincent Hua, has grown to have about $7 billion in assets under management, sources said, and made a $9.8 million profit last year according to accounts filed with the corporate regulator.
06/16/2021
Dolan replaces Kristen Kimmell, who took over the role just two years ago and has left the Minneapolis-based firm after more than 27 years, according to an RBC spokesperson.
06/16/2021
The Advisory Board members are distinguished practitioners who have played key roles in the development of the stock and options markets and the asset-management industry.
06/16/2021
CERTIFIED FINANCIAL PLANNER™ will help clients achieve their retirement goals.
06/16/2021
25-year banking veteran to lead data strategy transformation and client experience
06/16/2021
Industry veteran to lead front-office trading solutions
06/15/2021
Offshore client advisors Estefania Chuecos and Carlos Brussa have also had their client coverage in the US expanded.
06/15/2021
She brings experience across a wide range of capital markets transactions and securities and corporate law matters.
06/15/2021
Fuller brings with him total account assets of more than $75 million.
06/15/2021
He is highly respected in the finance community and a high-caliber professional well suited to leading our continuously expanding corporate and investment banking team
06/15/2021
He has worked with both large multi-national clients and the private industry.
06/14/2021
Christina has extensive experience working with advisors and an impressive track-record delivering bottom line results.
06/14/2021
With almost 20 years of experience in the financial services industry, Weil most recently served as a Senior Sales Executive at FIS Global.