05/07/2021
Brothers Managing $460M Exit Wells Fargo For RBC In Massachusetts
hey are joined by Elyse Slotnick, a senior client associate who has more than 25 years of experience in the industry.
05/07/2021
hey are joined by Elyse Slotnick, a senior client associate who has more than 25 years of experience in the industry.
05/07/2021
JP Gravitt is a Wall Street veteran with a unique mix of fundamental stock analysis experience paired with an expertise in the utilization of alternative and other types of data.
05/06/2021
Bryce is based in Tampa and reports to the Market President, Sean Maguire.
05/06/2021
Key executive addition will focus on expansion of media and events, including WealthManagement.com, Inside ETFs and Inside WealthStack, and strategic industry expansion
05/06/2021
She is a Colorado Springs native and holds a bachelor’s degree from Colorado University.
05/06/2021
Addition positions advisor group for continued growth
05/06/2021
The team will be further strengthened with the addition of two further client service professionals at Vice President level to accelerate and support growth in this sector.
05/06/2021
She will lead a team of seasoned professionals, providing finance solutions for more than 4,500 customers nationwide.
05/06/2021
Latest in Series of Strategic Hires to Bolster Full-Service Emerging Markets Debt Offering
05/05/2021
Damara Chambers brings deep CFIUS and trade compliance experience to the firm’s Washington, D.C. office.
05/05/2021
Fund manager, previously in charge of a host of strategies at US group, tasked with developing total return operation, Citywire Selector has learned.
05/04/2021
RBC Washington D.C. branch manager Matt Wunder will oversee the office on an interim basis, according to a company spokeswoman.
05/04/2021
Her broad experience responding to governmental investigations, and her ties to two key industries—media and telecoms—make her a wonderful addition to our practice.
05/04/2021
In this role, Ms. MacColl will lead BAAM’s Limited Partner relationships and business development globally, leveraging her nearly 20 years of experience working with investors across alternative investments.
05/03/2021
There are no changes to the investment philosophy or process as a result of this change.
04/30/2021
Pickens to Help Drive Growth and a Continued Focus on the Client Experience
04/30/2021
Eve Glatt and Maurice Onyuka Join B. Riley as Senior Portfolio Managers
04/30/2021
Under his leadership, McElmoyl's team will help drive wealth planning and financial strategies leveraging investments1, risk management1, trust and estate services, and banking services.
04/30/2021
"EP Wealth’s growth is a direct result of the people supporting our clients with their financial goals,"
04/29/2021
Thind is responsible for designing the strategy and driving implementation of State Street’s technology transformation and interoperable infrastructure.