01/13/2020
Brian Odendaal, Chief Operating Officer of AMX, says: "Kerrie is a self-driven and creative thinker, with a track record of designing innovative client-centric solutions and managing large-scale initiatives."
01/13/2020
Andrew Schwartz Promoted to Partner; David Wolmer and Schwartz added to Executive Committee
01/13/2020
Suarez, 49, holds an MBA in Finance from Pace University’s Lubin School of Business, and is a Certified Financial Planner.
01/13/2020
Argenti, 52, is a first-year partner who joined the bank in September from Amazon AMZN.O Web Services, where he was vice president of technology in charge of Amazon.com Inc's cloud product services.
01/10/2020
Unda has been with BBVA since 1990
01/10/2020
“Nathalia is a world-class lawyer who adds depth to our nationally regarded and growing real estate practice”
01/10/2020
He joined HilltopSecurities’ legacy firm, First Southwest Company, in 1992, where he served as chief financial officer, financial and operations principal, and head of correspondent clearing and securities lending, among other roles.
01/09/2020
Kathleen Fisher to Retire as Head of Wealth and Investment Strategies at Bernstein Private Wealth Management
01/09/2020
Patrick will be responsible for Barings' financial strategy, performance and reporting.
01/08/2020
Prior to joining BNY Mellon Wealth Management, he served as a Private Client Advisor and Senior Vice President at Bank of America Private Bank, where he was responsible for the acquisition of new clients
01/08/2020
While the firm’s executives say they target million-dollar-and-above producers, several U.S. brokers said a significant number of their colleagues are in the $700,000-$1 million range.
01/08/2020
Prior to joining BNY Mellon Wealth Management, Kent served as a Private Wealth Management Division Executive at SunTrust, where he was responsible for driving revenue growth and development of key corporate and market initiatives.
01/08/2020
Marc regularly shares his exceptional insights with the broader tax and legal communities
01/08/2020
Prior to that role, Thomas was the Chief Executive Officer of GenSpring Family Offices, SunTrust's multi-family office subsidiary, which provides independent advice to ultra-high net worth families.
01/08/2020
David will be responsible for continuing to transform and grow these businesses while delivering best-in-class customer experiences.
01/07/2020
“We look forward to him leading Everest Insurance® North America P&C with the same level of enthusiasm, focus and results”
01/07/2020
A former partner and managing member at JBG Companies, Cinkala oversaw that company’s mixed-use development projects
01/07/2020
Sloan to report to Chief Risk Officer Mandy Norton
01/06/2020
Private Funds Partner Omoz Osayimwese Joins Dechert in New York
01/06/2020
Promotions Include John Connolly, Leah Palmer, Carolina Picazo, Cameron Ghorbani, Jamie Mitchell and Sam Todd