07/23/2019
Lee Capital Management appoints Head of Institutional Business
He will also join the firm's Investment Committee.
People Moves
07/23/2019
Magnus Financial Group makes senior hires
We are excited to join forces to build a world class wealth management firm," noted Michael Brown.
07/23/2019
Proskauer Expands Transactional Practice in Los Angeles
Ben and Matt are enormously talented lawyers and we are excited to have them join the Firm
07/23/2019
Weatherford Capital boosts team
David is a very talented investment professional, but more importantly, he is a person with high character.
07/23/2019
Guggenheim poaches William Blair bankers
Mr. Suprenant joins Guggenheim from William Blair
07/23/2019
Maine Pointe adds Adam Smith to family office sector
Adam is a proven leader and is highly respected in the industry
07/23/2019
Financial Gravity Adds Wealth Management Industry Visionary
Scott has continuously rewritten the book on the use of technology and practice management disciplines to help achieve massive and sustainable business growth.
07/23/2019
Magnus Financial Group expands team
"We are delighted that Michael and Brian have joined Magnus' expanding team of professionals and see the fit not only as timely but as an important next step in the evolution of our expansion plans," stated Michael Schwartz, CEO of Magnus.
07/23/2019
International law firm Expands Transactional Practice in Los Angeles
This year, Proskauer’s Los Angeles office is celebrating 40 years as one of the longest serving and highest achieving law firms in the city.
07/18/2019
American asset manager opens Frankfurt office
Buschmann has over 29 years of industry experience.
07/18/2019
Paul Hastings Ramps Up Private Equity Push With Hogan Lovells London Head
Paul Hastings’ momentum in the PE space is very appealing
07/18/2019
American Century Investments Hires Industry Veterans for Avantis Investors™
Both Stephen and Jeff are seasoned professionals who understand the capabilities we plan to offer clients.
07/18/2019
Stephens Investment Banking makes senior hire
Mr. JÓ“nne brings to Stephens more than two decades of restructuring and debt advisory experience
07/18/2019
DigiMax Global Solutions Appoints Ex Goldman Sachs Executive
Tony will bring a wealth of global investment banking experience to the team
07/18/2019
Risk Strategies Adds Blair Wunderlich to National Fine Art Practice
Brings art history training, 10-plus years’ insurance industry experience to new role
07/17/2019
International law firm Continues Growth of Transactional Platform team
We are thrilled to welcome David
07/17/2019
Kevin Roth Appointed as Financial Advisor at UBS
He has built his career advising and working with Ultra High Net Worth clients.
07/16/2019
Wells Fargo Loses Half a Billion FA to Summit Trail Advisors
Rudd will join Summit Trail Advisors as a partner focusing on the ultra-high net worth client segment
07/16/2019
Chief Investment Officer Joins Sanctuary Wealth
The financial services industry vet-turned-CXO will lead combined efforts of both client and advisor experience across all business lines
07/16/2019
Raymond James Adds $600 Million FA in Houston
Ahlquist and Hayden previously managed $600 million and now operate as Ahlquist Private Wealth Management of Raymond James, according to the press release