02/27/2020
Hirst also guides clients in regulatory matters under the Advisers Act, the Securities Act of 1933, the Securities Exchange Act of 1934, the Commodity Exchange Act and FINRA rules, among others.
02/27/2020
London-Based Wealth Management Firm Continues Expansion with Two Senior Management Hires
02/27/2020
Ms. Hard Brings More Than 10 Years Experience as a Wealth Advisor to High-net-worth Families, Foundations, and Private Companies
02/26/2020
Colavita and Sullivan have worked at Merrill for their entire brokerage careers of 26 and 33 years, working their ways up from starting positions as an analyst and client associate, respectively
02/26/2020
The firm also tapped Jack Paris and Philip ten Bosch to take over as co-heads of global power investment banking.
02/25/2020
Mark Casady will Not Stand for Re-election to Focus on Other Business Commitments
02/25/2020
They will serve clients from both Quadrant's headquarters in Bethlehem, Pennsylvania and a newly established Quadrant location in Sarasota, Florida.
02/25/2020
Former Senior Resident Director at Merrill Lynch moves his experienced team of planning and investment professionals for launch of independent wealth management firm.
02/25/2020
With MJB Wealth Management Group and the McCall Connelly Group in the Devon location, the firm expects to have significant assets represented in the greater Philadelphia area and plans to continue its rapid growth in the Mid-Atlantic region.
02/25/2020
Mastercard has outstanding people, leading technology and tremendous potential.
02/24/2020
Prior to joining White Wolf, Blake was a Vice President at RBC Capital Markets where he held both investment banking and leveraged finance positions.
02/24/2020
Importantly, they also complement our focus on key sectors such as tech, entertainment and fashion, and will be of great use to our clients in those areas.
02/20/2020
They join from Cetera Financial Services.
02/20/2020
Golden State is composed of Golden State Wealth Management, Golden State Asset Management, and also Golden State Equity Partners.
02/20/2020
This honor, spotlights Berdon's commitment to excellence in the delivery of client service which is best demonstrated by our approach of listening to client issues, solving their problems, and delivering innovative solutions that exceed expectations.
02/20/2020
Thompson was previously an account executive at CoverX Specialty, underwriting excess and specialty insurance accounts.
02/20/2020
Hendrick said: “I am proud of the work done together with our colleagues in creating the new AXA XL division. As I move on, I am convinced that the expertise, ability to innovate and customer focus which are at the heart of our DNA will be key asset
02/20/2020
Mr. Skjerven’s start date has yet to be determined
02/20/2020
The twin roles complement an already-existing position held by Grant Thornton Partner Tony Perazzo
02/19/2020
Adding to the pain of losing high-producing and influential teams—both Devine and Zakrocki were on Goldman’s Advisory Council and Zakrocki and Clearly were elevated to managing directors in 2017—is their relatively young age.