04/09/2020
David joined Benjamin F. Edwards in April bringing extensive experience and expertise in mergers, acquisitions, corporate sales and divestitures, leveraged debt financing, financial restructurings and equity capital-raising.
04/08/2020
His appointment continues Rockefeller’s trend of attracting key leadership talent and top advisors.
04/08/2020
The additions come on the heels of the firm adding Bruce Zirinsky and Gary Ticoll to its Florida location, and Ian Jack to its London office.
04/08/2020
Both will be valuable additions to the advisory board and will greatly assist QuestCap realize its vision of a sustainable, healthier future.
04/07/2020
Eduardo Cruz has been appointed head of private banking in Latin America.
04/07/2020
Mr. Murphy joins following more than two decades at KPMG
04/07/2020
Riley’s appointment continues Rockefeller’s trend of attracting key leadership talent and top advisors.
04/07/2020
Citadel had been among firms that were struggling in the first half of March as the coronavirus pandemic virtually halted the global economy
04/06/2020
Doug is a trusted and well known counsellor in Silicon Valley.
04/06/2020
SS&C GlobeOp’s Tax Services Group offers enhanced tax delivery to financial services firms
04/06/2020
Ms. Eldridge joins Glenmede from JP Morgan Private Bank
04/03/2020
“This is a constantly evolving investment landscape and it’s important to have a change periodically,” said Ryan
04/03/2020
“Joining Gibson Dunn was an opportunity I could not pass up,” said Cox.
04/03/2020
Cruz joined EFG’s Miami offices in March 2017 following close to four years as head of investments for Citi.
04/03/2020
As chief information officer, Kay will have responsibility for the global technology and digital strategies for Principal and report to Houston.
04/02/2020
"I look forward to contributing to the firm’s client-centric strategy and I’m excited about what the future will hold."
04/01/2020
Pendas previously worked as a senior portfolio manager for BNY Mellon’s wealth management division in Florida for more than five years.
04/01/2020
Dr. Cooper also led the firm’s investment committee. Dr. Cooper and her Athena Capital team developed an endowment investing approach to building diversified portfolios for a variety of clients, including high-net-worth clients and their families.
04/01/2020
Mr. Crager, a co-founder of the company and President since 2002, has served as Interim Chief Executive Officer since the tragic accidental death of Envestnet Founder and CEO Jud Bergman
04/01/2020
Charles Smith to lead ongoing digital transformation servicing wealth management firms and their advisors.