09/23/2020
In this role, Heidi will serve West Coast institutional investors – such as endowments, foundations, non-profit institutions, retirement plans, private wealth, and family offices – seeking Outsourced Chief Investment Officer (OCIO) and investm
09/23/2020
The team was previously with Merrill Lynch, where they oversaw $280 million in client assets.
09/22/2020
Career Merrill Broker in Michigan Joins Another Alum’s RIA
The firm now manages around $1.5 billion, a deliberate pace that its founders say fits with their goal of hitting about $10 billion in client assets under management by 2024.
09/21/2020
Top 30 US firm brings together Lat Am-focused US and international lawyers into new grouping
09/21/2020
Prior to joining Galena Capital, Jeff ran his own investment bank in Redmond, Wash., and Coeur d’Alene.
09/21/2020
Addition of Top Fixed Income Industry Talent Across North America and Europe Reflects Continued Investment in Resources to Capture New Growth Opportunities
09/18/2020
Mr. Ward brings more than 25 years of compliance and regulatory experience
09/18/2020
Bank of America/U.S. Trust Veteran to Lead Firm’s Investment Research and Portfolio Allocation Effort
09/18/2020
He also worked as a research interest rate strategist at Commerzbank AG in Frankfurt, London and New York, predominantly covering Eurozone and US bond and inflation markets.
09/18/2020
Company further accelerates growth in wealth management space
09/18/2020
Thorne joins as a managing director, covering the software investment banking sector.
09/18/2020
Mr. Freeze was previously managing director and co-head of investor relations at The Carlyle Group.
09/17/2020
John has deep knowledge and expertise in working with business owners, financial institutions, real estate investors, and founders of technology startups.
09/17/2020
Lawlor held several positions during his 10+ year tenure at Leavitt Capital Management, eventually becoming President of the firm.
09/16/2020
Anthony has over 10 years of extensive experience in the financial services industry.
09/16/2020
The news comes less than a week after the bank named Jane Fraser as CEO Michael Corbat's replacement starting in February.
09/16/2020
His experience across a range of industries and unique perspective will be invaluable as we continue to grow our business.
09/16/2020
Lisa Simington will lead PNC’s personal asset management efforts.
09/16/2020
Mercer’s OCIO business has experienced significant growth in recent years
09/16/2020
There are no changes to the team's investment process, investment strategies, or their respective decision-making.