08/05/2020
Earlier this year, Julius Baer announced that it had shuttered its office in Montevideo catering to local clients and let go of almost a dozen advisors from its cross-town international branch.
08/04/2020
They will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
08/04/2020
These strengths, coupled with her wealth management experience, make her an indispensable resource for our clients and the Chicago team.
08/04/2020
She will be based in San Francisco
08/04/2020
A graduate of Syracuse University with a B.A. in economics, Mitchell will be located in Procyon’s New York City office.
08/04/2020
Angela and Mark will bolster our ability to deliver solutions to meet industry-wide challenges and help investors and their consultants build investment programs focused on certainty of outcome.
08/03/2020
Joseph Lovell Named Managing Director and Head of Asset Management; Philippe Jacquemard Appointed Managing Director and Head of European Insurance
08/03/2020
Previously with BNY Mellon Wealth Management, Merryll joins recent list of new market leaders and senior wealth advisor in, Boston, Atlanta, New Jersey, and Los Angeles
07/31/2020
She serves on the New York City Estate Planning Council and is a board member of the Monroe Foundation.
07/30/2020
Larry joins BNY Mellon Wealth Management from a personal family office he founded, focused on private investments in individual real estate transactions and partnership investments.
07/30/2020
They both bring an expansive amount of knowledge and will be valued additions to the compliance staff.
07/30/2020
Young joins Bill Rudnick in leading the Family Office Services group at Cresset, which has grown to $9.8 billion in assets under management in less than three years.
07/29/2020
Veteran Executive Joins Advisor Group's Investment Banking Arm to Expand Relationships with Corporate Healthcare Clients
07/29/2020
Yates joined F.N.B. in 2008 as group manager of private banking following a 26-year career with National City Bank capped by serving as deputy chief credit officer.
07/29/2020
He will succeed Jess Yawitz.
07/29/2020
His experience helping companies navigate the rapidly changing technological landscape across the financial sector will strongly benefit our entire team.”
07/28/2020
Adam Spector is a veteran business and distribution leader, with over two decades of experience with Brandywine Global and more than three decades in the industry.
07/28/2020
He has also aligned with Gladstone Wealth Partners,
07/28/2020
At least six UBS advisors have made the trek to Alex. Brown’s 600 Brickell Avenue branch since December
07/28/2020
Before returning to private practice, Lekander served in the roles of managing director and managing counsel at State Street Global Advisors