12/10/2020
Christopher Pitzak Joins UBS Private Wealth Management in La Jolla, California
His background as a business owner and as a former professional athlete enables him to bring a unique perspective to his client base.
12/10/2020
Todd Solash takes on responsibility for Life Insurance business
12/10/2020
This newly created position reflects the significance of the region to the group’s growth strategy and directly supports plans to expand its Americas offering and client base throughout 2021 and beyond.
12/09/2020
Keith brings over ten years of experience at two of the largest asset management firms in the United States - Fidelity Investments and Fisher Investments.
12/09/2020
Former Merrill Lynch Group Previously Oversaw $500 Million, Pushing Snowden Lane Over $6 Billion in Total Client Assets
12/09/2020
Yoss completes leadership team for Wells Fargo’s enhanced, centralized, and independent Corporate Risk model
12/09/2020
Owen’s leadership has consistently led to greater innovation in financial services.
12/09/2020
George regularly counselled clients on all aspects of fund management and governance, including capital raising, investor issues, trading and investment due diligence as well as management of conflicts.
12/08/2020
All three advisors worked at Prudential and Wachovia before transitioning to Smith Barney in 2006, and finally to Merrill Lynch in 2010, records show.
12/08/2020
Marchica’s deep experience advising PE and corporate clients on M&A transactions will complement Allen & Overy’s established practice advising leading PE funds and multinational corporations on U.S. and cross-border transactions.
12/08/2020
Lincoln expands Diversity and Inclusion function to support amplified focus on supporting racial equity, ongoing commitment to diversity & inclusion
12/04/2020
“Today and every day, we applaud them for their unwavering commitment to delivering for our clients and our companies, and we look forward to seeing all they will achieve in their new roles.”
12/04/2020
“We are excited to have Mike working with us to better serve the complex needs of RIAs, Family Offices, and Bank Wealth & Trust firms nationwide.”
12/04/2020
There’s been a growing effort at the national level to increase diversity of all types on corporate boards.
12/04/2020
I am so pleased that George and Howard have joined our firm, bringing new insights as we look toward our next decade of growth in the investment industry.
12/03/2020
Macieira-Kaufmann spent 12 years at Citigroup, most recently as head of Citigroup’s International Personal Bank in the U.S., the firm’s offshore wealth management arm.
12/02/2020
She will report directly to J.P. Morgan Advisors CEO Chris Harvey.
12/02/2020
Suvarna most recently served as Head of Digital Payments and Lending for Citi’s U.S. Consumer Bank, where he launched a digital product management function that drove key revenue growth and completed expense reduction initiatives for the Credit Card
12/02/2020
The title of President more appropriately reflects John's current wide-ranging responsibilities and importance to the success of our company and is in recognition of his exceptional contributions and leadership over the course of his 14 years as my p
12/01/2020
Prior to spending the last 14 years with UBS, Martello worked at Smith Barney from 1989 to 2006.