12/13/2019
His areas of expertise in tax planning and compliance in the real estate, private equity and hospital industries will complement and add further depth to the services we provide to our clients.”
12/13/2019
Hanie is one of several former professional athletes turning to a career in financial advice after retiring from sports.
12/13/2019
In his role as Director of Investment Management,Nasser will enhance the investment elements of the planning process
12/13/2019
Meanwhile, Wentworth Management Services has made its fifth acquisition with the addition of Rockaway, N.J.-based Aurora Private Wealth
12/10/2019
Appointment Reflects Priority to Achieve Digital-first Organization with Emphasis on Client and Employee Experience, Agile Innovation and Productivity
12/10/2019
Mr. Kaplan’s clients include hedge fund and private equity fund managers
12/10/2019
Brad Conner will retire in March 2020
12/06/2019
d1g1t’s amazing team and innovative culture have been at the core of our successful growth this year and many achievements
12/06/2019
This is not who BlackRock is…. We expect every employee to uphold the highest standards of behaviour
12/06/2019
The following lawyers will be partners effective Jan. 1, 2020
12/06/2019
The following individuals have been promoted to Member at KKR
12/06/2019
Prior to joining Gallagher, Partington held leadership positions with two other large brokerages.
12/05/2019
"I want to let you know that after much thoughtful deliberation, I have decided … to take a break and consider what will come next for me. This is my natural next step now because I have achieved my major goals and am looking
12/05/2019
Evercore Wealth Management announces new CEO
As CEO, he will work to drive continued strong growth, providing clients across the United States with personal wealth management and fiduciary services in a manner consistent with the Evercore culture of excellence and integrity.
12/05/2019
Recognized for her breadth of leadership across industries
12/05/2019
Bill Janetschek Retiring at Year End
12/05/2019
Littlefield is an experienced general counsel turned CEO, having held top executive and general management roles for the last 11 years in the insurance industry.
12/04/2019
As B. Riley Wealth Management's Chief Investment Strategist, Dietrich is focused on managing investments for private investors, retirement funds and private institutions throughout the United States.
12/03/2019
New COO role to focus on operational excellence and regulatory matters
12/03/2019
Matthew C. Straut Appointed Chief Distribution Officer