01/26/2021
As a part of a team of 10 attorneys, the group reinforces the firm’s commitment to making a full range of legal services available to clients throughout its growing footprint while also deepening its capabilities in Denver
01/26/2021
They will leverage LPL Financial’s broker-dealer and corporate RIA platforms, using LPL as custodian.
01/25/2021
Merchant to build on foundation established by Elrod during her successful 37-year career with the bank.
01/25/2021
Germán's experience as a Fintech executive, strategist and innovator make him a valuable addition to our leadership team as we continue to strategically shape and define Broadridge's future state
01/22/2021
Mr. Ripley joins AIG from 12A Consulting
01/22/2021
Louis works closely with his clients to construct portfolios that meet their long-term financial goals by combining retirement and estate planning, private banking and cash flow analysis.
01/22/2021
Financial planning is at the core of how David Moss and Jay Campbell serve their clients.
01/20/2021
As a member of the senior leadership team within UBS’s San Diego market, Hunter’s role involves oversight of overall cost and organizational management, as well as strategic planning for the market as a whole.
01/20/2021
Soni is leaving the bank by mutual agreement
01/20/2021
Julius Baer is expanding its Hispanic America business by hiring six new Relationship Managers to drive continuing growth.
01/20/2021
The new Managing Directors are
01/20/2021
Mr. Hovey will be responsible for leading BIS’s investments
01/19/2021
The Swiss wealth manager is boosting its business with Hispanic Americans by poaching from Credit Suisse.
01/16/2021
Other team members include Rachel Baum, private wealth advisor, as well as client associates Janet Kolmetzky and Eileen Cambero.
01/15/2021
Mr. Enns will report to Evan G. Greenberg, Chairman and Chief Executive Officer, and join the company's Executive Committee.
01/15/2021
He will bring his deep experience in strategy, management, and leadership to advise across the firm’s businesses and portfolio companies.
01/15/2021
The senior appointments are the latest in a series of strategic moves and enhancements State Street has made in the past year to strengthen its talent, enhance its technology and deepen relationship with its asset owner clients.
01/14/2021
Prior to joining Roth, Brady was most recently Managing Director and Head of the TSX Venture Exchange at TMX Group
01/14/2021
Former FinTech CEO and Charles Schwab Technology Executive to Spearhead Development of Digital Platforms That Deliver Competitive Advantages for Financial Professionals Serving Increasingly Tech-Savvy Consumers
01/13/2021
Mr. Konz has more than 20 years of insurance industry experience.