06/25/2025
After clawing back part of its ownership stake from its private equity investor, Snowden Lane hired Rob Russak from Merrill to drive business development and Dana Crane from her freelance recruiting practice.
06/25/2025
Prior to joining the firm, Ring spent 18 years with Lincoln International
06/25/2025
Shyam will focus on strategic transactions and advisory services
06/25/2025
Rob Russak and Dana Crane Will Lead Business Development and Recruiting, Respectively
06/24/2025
Kinar, who brings two decades of equity research expertise in the insurance and financial sectors, will be based in Chicago and report to Bill Featherston, Head of Equity Research.
06/20/2025
Brainvest Wealth Management has tapped industry veteran Gareth Evans to lead its U.S. expansion, signaling a bold push into the North American ultra-high-net-worth market.
06/20/2025
The investment in Family Office Partners represents Elevation Point’s first deal since selling a minority stake to Emigrant Partners and its first in the breakaway space.
06/20/2025
Seasoned professionals take on new roles
06/20/2025
Curey previously served as Fiserv's head of money network and as president of its Credit Union Solutions division.
06/19/2025
Harrison’s deep tax planning expertise positions $1.7B RIA for continued growth to serve clients with complex needs
06/19/2025
He’ll serve full-time on WCG CEO Jimmy Lee’s management team.
06/19/2025
These strategic additions reflect the bank’s continued commitment to delivering personalized investment management and financial planning solutions to both individual and institutional clients.
06/19/2025
The bank operates teams in New York, Miami, and São Paulo to serve Latin American markets.
06/18/2025
Citi will benefit greatly from Jonathan’s widely recognized track record for driving change across large organizations and the strong focus he puts on efficiency, regulatory compliance, and innovation.
06/18/2025
With 40 years of experience building successful RIAs, including three exceeding $1 billion in AUM, Peter Raimondi, Founder and CEO has prepared Dakota Wealth Management for the future.
06/17/2025
Mr. Blau joins Evercore with over 15 years of investment banking experience.
06/16/2025
Based in Chicago, Reith will reportedly retain direct responsibility for North America while expanding his leadership to include collaborative oversight across EMEA, Latin America and Asia Pacific.
06/13/2025
In this new position, Henry will oversee the Investment Planning and Economic Committees at Withum Wealth Management, bringing decades of wisdom and market experience to the role.
06/13/2025
She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas.
06/13/2025
LPL welcomes a Beverly Hills-based practice from Wedbush Securities as RayJay adds a Stifel alum to its employee advisor arm.