01/22/2021
Louis works closely with his clients to construct portfolios that meet their long-term financial goals by combining retirement and estate planning, private banking and cash flow analysis.
01/22/2021
Financial planning is at the core of how David Moss and Jay Campbell serve their clients.
01/20/2021
As a member of the senior leadership team within UBS’s San Diego market, Hunter’s role involves oversight of overall cost and organizational management, as well as strategic planning for the market as a whole.
01/20/2021
Soni is leaving the bank by mutual agreement
01/20/2021
Julius Baer is expanding its Hispanic America business by hiring six new Relationship Managers to drive continuing growth.
01/20/2021
The new Managing Directors are
01/20/2021
Mr. Hovey will be responsible for leading BIS’s investments
01/19/2021
The Swiss wealth manager is boosting its business with Hispanic Americans by poaching from Credit Suisse.
01/16/2021
Other team members include Rachel Baum, private wealth advisor, as well as client associates Janet Kolmetzky and Eileen Cambero.
01/15/2021
Mr. Enns will report to Evan G. Greenberg, Chairman and Chief Executive Officer, and join the company's Executive Committee.
01/15/2021
He will bring his deep experience in strategy, management, and leadership to advise across the firm’s businesses and portfolio companies.
01/15/2021
The senior appointments are the latest in a series of strategic moves and enhancements State Street has made in the past year to strengthen its talent, enhance its technology and deepen relationship with its asset owner clients.
01/14/2021
Prior to joining Roth, Brady was most recently Managing Director and Head of the TSX Venture Exchange at TMX Group
01/14/2021
Former FinTech CEO and Charles Schwab Technology Executive to Spearhead Development of Digital Platforms That Deliver Competitive Advantages for Financial Professionals Serving Increasingly Tech-Savvy Consumers
01/13/2021
Mr. Konz has more than 20 years of insurance industry experience.
01/13/2021
Mr. Kessler has nearly 30 years of experience in insurance and actuarial consulting.
01/13/2021
Renner to manage advice capabilities, reimagine the delivery of advice across WIM
01/13/2021
Prior to this role, among others at Goldman Sachs, she worked on the Structured Equity Solutions team within the Investment Banking Division structuring and originating hybrid financing solutions for corporate clients.
01/13/2021
In Asia, Luchetti led the consumer banking business and he has made strides in a variety of areas, most notably in digitalization.
01/12/2021
The move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.