01/21/2022
Jared Kushner's Affinity Partners venture has drawn some controversy because Kushner has been seeking capital from some of the Middle Eastern countries that he dealt with in the White House, including Saudi Arabia.
01/20/2022
He joins Pennington amid rapid growth for the firm and will lead expansion into several additional channels
01/20/2022
Prior to working at Robeco, Ravachi spent two years at Credicorp Capital as a fixed income trader
01/20/2022
Madalyn’s enthusiasm and passion for client service make her an excellent cultural fit for Gibson Dunn.
01/20/2022
Simpson Brings 35 Years of International Investment and Academic Expertise to Lead Franklin Templeton’s Global Stewardship, Sustainability and ESG Strategy
01/19/2022
RBC’s new hires are experienced advisors and each had been affiliated with Truist since 2016, according to BrokerCheck, the public database maintained by industry self-regulatory Finra.
01/19/2022
Taraporevala joined State Street Global Advisors in 2016
01/19/2022
As this wonderful city has evolved, we have positioned our Miami office to mirror the influx of diverse residents with the addition of Gina, Sebastien, Tamara, Jessica and Francesca
01/19/2022
The three advisers, who will operate as The HarborView Group in St. Petersburg, previously were affiliated with Morgan Stanley.
01/18/2022
The firm recently advised on the sale of Enowa, a Philadelphia-based SAP consultancy, to Reply.
01/18/2022
Canopius Group has appointed Trevor Moss as head of investor relations
01/18/2022
Ken’s strategic sense for the business dynamic of restructurings – informed by his work on some of the largest bankruptcies in history both as a lawyer and as a financial advisor – will make him an incredible asset to our clients.
01/17/2022
The team will report to Michael Outlaw, national field director of the Rockefeller Global Family Office.
01/17/2022
In his new role, Lynch will work with Larry Perkins, founder and CEO of SCP, to expand the firm’s presence nationwide while also continuing to lead client engagements.
01/17/2022
He was the Founder and Managing Director of a consulting firm working with financial services firms in Canada.
01/14/2022
He served as a diversity consultant to EisnerAmper, the Food Bank for New York City, and the American Institute of Certified Public Accountants and also held diversity leadership roles at Deutsche Bank, Eisner, and KPMG.
01/14/2022
Brad Radin and associates join Nicola Wealth in Toronto with a focus on the management of publicly traded International Equities
01/14/2022
Thirty-four of the new senior leader promotions were in the Americas (44%), 26 were in EMEA (33%), and 18 were in Asia-Pacific (23%).
01/14/2022
“I am grateful to lead CFP Board at a time when the financial services industry is shifting towards providing consumers holistic integrated advice — what we call financial planning,”
01/14/2022
This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities.