12/29/2020
Ms. Mashinsky is currently the Founder and Chief Executive Officer of usastrong.IO Marketplace, a new technology venture that curates, sells and verifies merchandise made in the United States.
12/29/2020
The advisor, who ranked as a managing director at Merrill and who began his brokerage career 20 years ago at Metlife Securities, did not return a request for comment.
12/28/2020
Bull, Martin, Dwyer, Vahdat and Speeg all report to Bob Peretti, chief distribution officer.
12/24/2020
Before joining AMTD in 2016, he was an executive director at UBS in Hong Kong for more than six years, and also held roles at Nomura and Lehman Brothers.
12/24/2020
Bolour joins the firm from Bank of America Private Bank where she was a Vice President and Private Client Advisor.
12/22/2020
Chubb recognizes the reality of climate change and the substantial impact of human activity on our planet.
12/22/2020
Michelle is a dynamic leader with strong experience developing digital-first customer experiences
12/22/2020
Her background also includes two decades of private equity investing in transformational technologies both at Bank of America and GE.
12/22/2020
US giant hails Paul Dolman's 'highly complementary connections and deal experience'
12/22/2020
In this new position, Luiz will look to further grow BNPP AM’s presence and capabilities across the region, whilst continuing to provide the long-term sustainable investment solutions for our clients.
12/21/2020
Moore to manage company’s digital capabilities, reimagine digital banking future for customers
12/21/2020
In her new role, experienced financial services professional Wendy will operate primarily under the banner of IQ-EQ subsidiary brand, Blue River, which became part of the group following its acquisition earlier this year.
12/18/2020
Marshall joins Dentons as a principal and will be based in New York.
12/18/2020
Their expertise and community involvement will serve valuable for our markets and aligns perfectly with our overall mission.
12/17/2020
Jones Day names 50 new partners
The promotion of these new partners reflects Jones Day's ongoing commitment to developing and advancing lawyers
12/16/2020
The team will report to Lane Strumlauf, Southeast Private Wealth Management Market Head.
12/15/2020
Mr. Certosimo is a non-executive Chairman and will continue in his role as a senior advisor to the executive team at Broadridge Financial Solutions.
12/15/2020
Peapack Private Wealth Management Hires Team from Noyes Capital Management
Scott and Leigh are joining the firm at the perfect time.
12/15/2020
BNY Mellon Wealth Management Announces Laura Kaplan as Market President in Miami, FL
Laura's significant experience in wealth management, and her deep knowledge of the Southeast market, will be a great addition to our Florida team as we continue to grow our Active Wealth offer for ultra-high-net-worth individuals and families.
12/15/2020
BCLP Appoints Jason Marty Chief Operating Officer
In addition to his experience as COO, he also has served as global director of operations and led the development of its Belfast Service Center and alternative legal services platform; global director of marketing; and global director of knowledge managem