09/11/2020
Before joining the firm, Lane was a partner at Partnership Capital Growth, a boutique investment banking providing M&A and private placement services to health and wellness-oriented businesses.
09/10/2020
Greenwich-based Firm Continues Expansion of Private Commercial Banking
09/10/2020
The group together produced $5.2 million in annual revenue, the brokers said in an interview about their move.
09/10/2020
Mr. Sosa has more than 25 years of experience in insurance and finance, including 13 years at Chubb.
09/10/2020
Industry Veteran to Lead New Effort Focusing on Women-Owned Businesses
09/10/2020
Abrams could not be reached for comment. His practice partner, Joseph Yapaola, said hee could not comment or provide a contact number.
09/10/2020
Bryant brings over 15 years of wealth management experience to the Phillips Hayes Group.
09/10/2020
Board of Directors Selects Jane Fraser to Succeed Corbat as CEO
09/10/2020
Brian Kelleher hired to lead focus on customer success and experience
09/09/2020
She is a Series 7 and Series 66 Securities license holder.
09/09/2020
Advisors join Firm in three regional divisions: Pacific Northwest, Central, and Southwest
09/09/2020
Hohman Will Be Responsible for Wealth Management Services Offered Throughout Alera Group
09/09/2020
Hugh McDonald joins from Troutman Pepper as Pillsbury makes fifth insolvency hire of 2020
09/09/2020
Hohman Will Be Responsible for Wealth Management Services Offered Throughout Alera Group
09/08/2020
The firm has created a new role to oversee the strategy and expansion of its investment services in Asia and Europe.
09/07/2020
His extensive experience in financial planning will help grow the firm’s presence with High Net Worth and Ultra High Net Worth families across the country.
09/07/2020
She becomes Markel’s lead underwriting project manager for the US non-affirmative cyber project and provides guidance on product development and enterprise risk management initiatives.
09/07/2020
Salama will join the Gallagher Re after 14 years at Aon, where he was until recently head of London market marine and energy reinsurance.
09/04/2020
The Financial Industry Regulatory Authority in July opened its own investigation of Merrill’s discharge notice, according to a separate disclosure on Berry’s BrokerCheck record.
09/04/2020
His exit is another high profile departure from HSBC’s Private Banking unit covering the region this year.