03/07/2025
Sarah Mouser Joins Verdence Capital Advisors as Managing Director of Financial Planning
Mouser will manage the continued growth and development of Verdence’s financial planning services
03/07/2025
Mouser will manage the continued growth and development of Verdence’s financial planning services
03/07/2025
Brazzel transferred to Avantax from Allstate Financial Services, LLC
03/06/2025
Lauren and Dave are co-founders of Team Fischer Financial.
03/06/2025
He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.
03/06/2025
The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his wealth management team.
03/06/2025
Noone holds specific experience in the lending sector
03/06/2025
He was promoted through the ranks of underwriting, origination, and relationship management to acting department deputy, assisting in the maintenance of a $33+ billion CRE loan portfolio
03/05/2025
Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.
03/05/2025
Knowland, who joined the New York-based firm in 2005, was most recently regional head of Citigroup’s private bank for areas including the UK and British crown dependency of Jersey.
03/05/2025
The addition of Ms. Ball brings the total number of Hanmi Board directors to eleven.
03/04/2025
He currently serves as a Non-Executive Director on the Lockton Re International LLP Board and as Chairman of the Lockton Re Audit, Risk, and Compliance Committee.
03/04/2025
Ivanova will leverage her 10 years’ broking experience in placing complex risks across the US Casualty and Healthcare markets to help drive Tysers’ strategic expansion of the practice
03/04/2025
This appointment reinforces Lazard’s focus on further strengthening and diversifying its asset management business.
03/04/2025
Finkelstein did not respond to requests for comment.
03/04/2025
Hurkman joins Savvy’s growing C-suite directly from Carta
02/28/2025
Reorganized Capital Markets team will deliver customized financing strategies for companies and owners, new Private Markets Strategy role will develop and lead offerings across Private Wealth
02/28/2025
Expanded Role Further Enhances Strategic Alignment for Growth
02/28/2025
She is also the CFO and chief operating officer of the platform solutions unit, which houses some of Goldman's consumer banking businesses.
02/28/2025
Alex brings over 20 years of experience in the insurance industry, including nine years in key leadership roles at Chubb.
02/28/2025
Under Wong’s leadership, his team will leverage the extensive set of Principal investment solution capabilities backed by the firm’s heritage in retirement and life to maximize customer experience and drive outcomes.