06/25/2019
Her deep practitioner experience has been gained at firms ranging from large, global asset managers to start ups, including Marret Private Wealth, State Street Global Advisors and Barclays Global Investors.
06/25/2019
His branch manager is Anthony Zanetti.
06/24/2019
Faulkner will remain on the Board as an Executive Director and become the Group’s Head of Macro Strategies and Innovation.
06/24/2019
Francisco has over 20 years of experience in leading large global technology functions across a range of financial services, including investment management and fund services.
06/24/2019
Simplifying the desktop and supporting specific user workflows is a critical element of the Glue42 platform.
06/24/2019
Rockefeller Global Family Office expands team
“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”
06/24/2019
Deutsche Bank Continues Wealth Management Expansion
We continue to hire top industry talent as we grow our presence in key markets in the Americas.
06/24/2019
Four-adviser group in Lewes, Del., operates as MCH Wealth Management
06/23/2019
The hirings come less than a year after Citigroup combined its corporate lending and mergers-and-acquisitions advisory business with its unit that helps clients raise debt and equity.
06/21/2019
Bank of Montreal hires wealth management veteran
Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement. She’ll be based in her native Chicago.
06/21/2019
In addition, Leo Robinson, an 11-year veteran of Morgan Stanley, has joined Wells Fargo Advisors in Boston as a managing director, according to AdvisorHub, which cites BrokerCheck.
06/21/2019
A Chicago native, Kennedy holds an MBA from Loyola University of Chicago.a
06/21/2019
The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.
06/20/2019
Robert McCabe will lead growth initiatives in South Florida
06/20/2019
Wealth management firm aims to raise $100M to invest in other companies
Venturi practices ‘farm-to-table’ investing
06/20/2019
AIG restructures reinsurance business under new leadership
He will oversee implementation of AIG’s assumed Reinsurance strategy with a focus on continuing to develop, market and deliver innovative reinsurance and capital market solutions to clients on a global basis.
06/19/2019
The bank has been reducing staff this year as trading and sales desks across Wall Street have struggled to make money and amid a broader cost-cutting effort by CEO Charles Scharf.
06/19/2019
A company spokeswoman confirmed Tuesday evening that Mr. Willcox would continue to run the business until the transition of responsibilities to Mr. Gatch at the end of the year.
06/19/2019
Collings has joined Colony as a Senior Wealth Advisor
06/19/2019
The $229 billion asset manager has brought in a team of four from a systematic hedge fund focused on U.S. equities.