05/14/2021
“Last fall we welcomed Sandra Nudelman and Amanda Wiltshire-Craine and this summer we welcome Hilani Kerr and Shaun McDougall, all from outside of Wells Fargo, to the CSBB leadership team,”
05/14/2021
Condron will focus on broad range of growth initiatives including efforts to bring alternative investments to individual investors
05/14/2021
Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.
05/14/2021
It is understood part of the reason for his departure is due to a change in strategic direction at Citi.
05/12/2021
Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.
05/12/2021
Prior to joining Delta, Mr. Sablone served as a Partner at DLA Piper
05/12/2021
Victor Halpert Appointed Managing Director and Head of Israel Investment Banking
05/12/2021
In this newly created position, Ivan will work closely with internal and external partners
05/11/2021
As well as being a member of the Society of Trust and Estate Practitioners, Clark is also a member of the Family Firm Institute
05/11/2021
Financial Professionals Tor and Tyler Saile, Operating from Locations in Suburban Phoenix and Chicago, Join Triad Advisors and Triad Hybrid Solutions
05/11/2021
Hennessy joins the team ahead of CFO Tony Guinta’s transition at the end of May
05/11/2021
Steven Latimer, former President of Jefferies Securities Inc. (Canada) and Head of Canadian Investment Banking, to join Bacchus Capital as Managing Director and Head of North America
05/10/2021
Varner to help develop the vision and execution for how advice is delivered across WIM
05/10/2021
He joins an existing group of data, technology, and regulatory experts at the firm, supporting Gresham on its mission to bring digital integrity, agility, and confidence to financial markets.
05/10/2021
Ms. Majiyagbe joins BNY Mellon from Goldman Sachs, where she spent 14 years serving in a variety of positions, most recently as Global Head of Liquidity Projections in the firm's Corporate Treasury division.
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.