08/20/2019
An experienced information and software solutions industry leader, Crutchfield brings three decades of experience to his new role.
08/20/2019
Auerbach, 56, joined PayPal in 2015
08/20/2019
Bub has over 25 years of experience in the wealth management and independent investment advisory industries.
08/20/2019
A spokesman for Aiva said it is now looking to hire a replacement to fill Mata’s vacant spot in the investments team.
08/16/2019
We are very pleased that Gerry Heilpern has joined the Spartan team
08/15/2019
OTPP managed around C$191 billion ($144 billion) in assets as of the end of 2018 for 327,000 working and retired teachers.
08/15/2019
Mr. Vaccaro joins Hirtle Callaghan from the University of Pennsylvania's Office of Investments
08/15/2019
He will oversee financial advisers, corporate benefits specialists and private wealth advisers for the local branch of the investment and wealth management business.
08/15/2019
Mr. Olsen holds a B.S. in Mathematics from Rensselaer Polytechnic Institute and he is a Fellow of the Casualty Actuarial Society.
08/15/2019
Seeing everything at once makes it easier to make informed recommendations. And LPL’s scale allows me to offer all these features at a reasonable cost to my clients,” said Frayler.
08/15/2019
Northern Trust Wealth Management has more than 130 years of experience working with business owners
08/15/2019
Executive Chairman Martin Beaulieu assumes Chief Executive Officer post; will lead Artivest alongside Founder & President James Waldinger as digital platform draws outsized demand and record flows.
08/14/2019
Additions Expand Reach in Wisconsin and Illinois
08/14/2019
He will be based out of the firm’s New York office and report into Matt Clark, who leads BTIG Investment Banking.
08/14/2019
Edward joins BMT from Wells Fargo
08/14/2019
Prior roles for Mr. Weinkle at Dynasty include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO.
08/14/2019
We're pleased to announce Chuck's promotion to President of B. Riley Wealth Management
08/14/2019
Purtill will oversee AIG’s engagement with key financial stakeholders
08/13/2019
Mehrotra was tapped after Steven Barg resigned to join Elliott, one of the world's busiest activist hedge funds.
08/13/2019
He joins the firm with over 16 years of public accounting experience with subject matter expertise on domestic tax issues, including income recognition, inventory methods, and cost recovery.