07/28/2021
Adding to Brown Wealth Management's robust wealth management team, Christopher Pegg brings 15 years of legal, tax, and financial services expertise to the new role
07/28/2021
Mr. Hay's experience in the infrastructure investment space is extensive.
07/28/2021
Two FinTech Executives Join the Firm: Frank Coates is Named as Chief Technology Officer and Taylor Howard Joins as Chief Digital Officer
07/27/2021
Wealth Management Group adds independent investment advisor
The Scottsdale resident has joined the firm as an independent investment advisor.
07/27/2021
Lazard Asset Management appoints Head of Sustainable Private Infrastructure
Robert has extensive experience in investing capital across all sub-sectors of the infrastructure asset class to deliver strong returns.
07/27/2021
He will lead critical business and lending operations for Commercial Banking
07/27/2021
The new employees will be recruited over a three-year period, and will join the bank's global technology and operations team, which counts 1,500 RBC staff in Calgary and more than 4,000 in Alberta who currently support the bank's wealth manageme
07/27/2021
Industry veteran joins in a newly created role focused on helping wealth management firms harness data across CRM and portfolio management to deliver personalization at scale
07/27/2021
He is based in Boston.
07/26/2021
Mr. Curtis will serve as Vice President
07/26/2021
Mr. Dodig has been running the bank’s private wealth division in Canada since 2019
07/26/2021
At Bank of America, Ellington worked in retail banking, commercial banking, credit and small business banking, according to the release.
07/26/2021
He will partner with portfolio company CEOs to drive key value creation initiatives throughout our infrastructure companies.
07/25/2021
Mauricio holds a Bachelor of Business Administration from The University of Texas at Austin.
07/23/2021
Janus Henderson appoints Global Chief Operating Officer
As part of his new role, James Lowry will oversee operations, technology, data governance and architecture, change management and strategic vendor oversight.
07/23/2021
He has signed on with an existing Morgan Stanley team in Indianapolis led by another former J.P. Morgan private banker, John D. Perry, the person said.
07/23/2021
Ledyard National Bank appoints Executive Vice President
Ledyard Financial Advisors is the wealth management division of Ledyard National Bank, managing over $1.8 billion of client assets.
07/23/2021
Evercore Wealth Management Appoints Managing Director, Wealth and Fiduciary Advisor
Ms. Anthony joins Evercore from BNY Mellon Wealth Management
07/23/2021
Marc has extensive experience working with large private equity, real estate, and infrastructure fund managers as well as Fortune 500 companies.
07/22/2021
These appointments continue to fuel Mercury’s momentum in 2021 as the firm posted very strong first half results on the back of advising on several fund closings year to date.