08/18/2020
Orendorf joins from Guy Carpenter where he was a senior vice president. Before that he held various underwriting roles at Chubb Tempest Reinsurance and Transatlatic Re.
08/18/2020
Crook will be replaced by Daniel Scansaroli, who joined UBS Wealth Americas earlier this year as a senior portfolio strategist for ultra-high net worth customers.
08/17/2020
Since joining TTH in 2015 as president, Owens has worked with founder and CEO Kevin Green to scale the business and plan for the leadership transition the board announced in July.
08/14/2020
The memo, which was verified by a UBS spokeswoman, was also signed by Tom Naratil, co-president of UBS's global wealth management and head of its Americas division.
08/14/2020
The new leaders were named following the May 2020 announcement of the enhanced corporate risk model
08/13/2020
Bice said he could not immediately comment on his decision to join the regional firm after more than three decades at wirehouses because he was “in the middle of transferring accounts.” Leach and Prebay did not return calls for comment.
08/13/2020
Mr. McElroy held numerous leadership roles within the insurance industry, including Executive Chairman of Arch Insurance Group Inc. and Vice Chairman of Arch Worldwide Insurance Group.
08/12/2020
"We are thrilled to welcome Ralph to our Board," said Todd Gibbons, CEO of BNY Mellon.
08/12/2020
Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.
08/12/2020
San Francisco-based First Republic, a now-publicly traded bank that was once owned by Merrill Lynch, has been tapping Merrill consistently for wealth management talent as it expands from private banking into broader wealth services.
08/12/2020
Mr. Moore’s 20-year financial services career includes commercial banking roles with First County Bank and Connecticut Community Bank, as well as time with Northern Trust and Morgan Stanley.
08/12/2020
London-Based Wealth Management Firm Continues Expansion with Senior Management Hire
08/11/2020
The U.S. unit of the Swiss banking giant has been on a recruiting diet since 2016, and some say the policy is paying rewards.
08/11/2020
Each of these individuals brings immense talent and expertise in their respective fields.
08/11/2020
We are proud to announce that several of our Withers attorneys were appointed to leadership roles for the upcoming bar year.
08/11/2020
Investment Bank appointments expand ESG advisory capabilities for clients, and will accelerate Barclays’ work to meet commitments on climate change
08/11/2020
Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes
08/11/2020
Marotta was named CEO in November 2018 after Michael Daly stepped down.
08/11/2020
Cristina Mendez and Zoraida Diaz are the latest advisors to leave UBS following a crackdown on Venezuelan client accounts.
08/11/2020
Veteran investment banker brings over 20 years of experience advising institutional clients on a wide range of corporate finance matters