02/22/2019
Dynasty Financial's Procyon Partners recruits $420-million adviser
According to Procyon Partners CEO, Phil Fiore, Jim is a wonderful cultural fit with a business mix that aligns very well within the Procyon infrastructure.
02/22/2019
According to Procyon Partners CEO, Phil Fiore, Jim is a wonderful cultural fit with a business mix that aligns very well within the Procyon infrastructure.
02/22/2019
Prior to joining SS&C, Joe spent over 12 years at Citco
02/20/2019
Prior to joining FINTRX, Cohen was the Co-President of Wealth-X, the Insight Venture Partners-backed subscription data, and Software as a Service (SaaS), company.
02/20/2019
He began his career as a Staff Attorney with The Ayco Company’s financial counseling practice.
02/19/2019
They will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, businesses, nonprofits, pensions and foundations.
02/19/2019
Before joining Baker McKenzie, Hanna was a senior policy advisor at the US Senate Committee on Finance
02/19/2019
Goldman Sachs Group's chairman and chief executive for the Asia-Pacific region excluding Japan is set to retire, according to media reports.
02/19/2019
Hunton Andrews Kurth’s financial institutions corporate and regulatory practice focuses on bank regulatory and corporate matters for banks and financial services firms
02/15/2019
Two advisors join Centura Wealth, a rapidly growing RIA focused on serving high net-worth clients who want freedom from their wealth burdens
02/15/2019
U.K.-based Withers, which launched its California practice in 2015, continues its expansion on the West Coast, adding three lawyers from Mitchell Silberberg & Knupp.
02/15/2019
Grano is a renowned member of the banking and investment industries with more than 30 years' experience
02/15/2019
In his new capacity, Lingard will work closely with the company’s chief investment officer, Alfred Lam.
02/15/2019
Lone Pine Capital's Steve Mandel — a poster child of hedge fund investing — quietly stepped down as portfolio manager last month
02/15/2019
“He has been instrumental in building our US tax capability in London and we are proud of his promotion to director.”
02/14/2019
Prior to joining Athena, Ms. OBrien served as Chief Compliance Officer and Director of Administration and Legal Affairs for Fisher Lynch Capital LLC.
02/14/2019
He won the Houston Business Journal’s 2009 CFO of the Year award in the Emerging Public Company category.
02/14/2019
Mitch graduated from the University of Southern California with a Bachelor of Arts degree from the School of Journalism.
02/13/2019
He is based in New York.
02/13/2019
Ying Tan will oversee the firm’s strategic growth initiatives in China
02/13/2019
Maura Almy joins firm as Chief Operating and Platform Officer