01/23/2020
The team manages two actively managed investment mandates for investors seeking both financial and social returns: the Gender Parity Portfolio, a gender lens strategy, and the Diversity & Inclusion Portfolio, which analyzes 24 metrics related to diver
01/23/2020
The appointments are in line with the Group's ambition to further promote cooperation and synergies by rotating managers across different businesses and divisions.
01/23/2020
Joseph Weider brings 25 years of experience to role as senior vice president of IT Infrastructure
01/23/2020
Kate comes to Sandy Cove Advisors with strong investment expertise spanning 26 years.
01/22/2020
He will be responsible for providing technical support to the firm's family wealth directors and family wealth administrators by collaborating with the team through Keel Point's family office practice.
01/22/2020
The company is the latest among a growing number of American tech firms launching in B.C.
01/22/2020
There’s no doubt that LPL technology is going to bring so much more to my client interactions.” Sheehy added that LPL’s self-clearing capabilities will reduce costs and save time.
01/22/2020
Founder loosens ties and partners exit in new reshuffle at activist hedge fund
01/17/2020
From its traditionally strong roots in Canada, Guardian has seen dramatic growth in solutions that meet the appetites of an expanding base of global consumers.
01/16/2020
She was responsible for providing advisory and investment management services to institutional clients in Canada and U.S.
01/16/2020
The addition of this successful group of wealth professionals further expands our capabilities in South Florida and will allow us to introduce more clients to First Republic’s unique brand of exceptional client service.
01/16/2020
Florida region, where she oversaw a team of investment, fiduciary and private banking professionals broadly serving the wealth management needs for high net worth families, individuals, entrepreneurs and charitable organizations.
01/16/2020
Joe’s ability to find solutions to the most complicated M&A and capital markets challenges is unequalled, so adding Joe to the Evercore team demonstrates our deep commitment to delivering best-in-class investment banking services.
01/16/2020
These lawyers are relentlessly focused on our clients," says managing partner David Djaha.
01/15/2020
Legendary Sports Broadcaster and Community Service Leader Doug Logan Joins Pinnacle Holding Company, LLC as Chief Branding Officer
01/15/2020
The move strengthens the New York-based holding company’s already formidable executive lineup and underscores the company’s bid to become a major player in the RIA M&A market.
01/15/2020
In this capacity, Mr. Krishnan will be responsible for developing and implementing a range of strategies related to profitable growth for the business, including sales and distribution, claims and product development for the company's large account a
01/15/2020
The group offers tailored solutions for a variety of US clients including endowments, not-for-profits, institutions, domestic private clients, family offices and UK expats.
01/15/2020
Tom Buhrmann Becomes the Firm’s Seventh Principal
01/15/2020
Mr. Beck is based in New York and reports to Jay Springer