06/04/2018
Atlanta wealth management firm Balentine expands leadership team
Prigge, also a founding partner at Balentine, heads the firm’s relationship management team.
06/04/2018
Prigge, also a founding partner at Balentine, heads the firm’s relationship management team.
06/04/2018
Fraidin is leaving the activist hedge fund which generally makes only about a dozen long-term investments
06/01/2018
Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.
06/01/2018
Brad Watson and Barton Porter to Lead Chubb's Mid- and Large-Market Industry Segments, Respectively David Barclay to Retire from Chubb in June
06/01/2018
Leveraging the Board's collective wisdom enables CAPTRUST to withstand ongoing growth opportunities and enhance its service offerings.
06/01/2018
The firm is made up of eight people and also has a Buenos Aires-based advisory firm called The Investment Company.
06/01/2018
A Janney spokeswoman did not immediately respond to a request for the advisor's AUM.
06/01/2018
At DFA, Lane was responsible for the strategic development and global distribution of retirement solutions.
05/31/2018
In this role, Eagan will be responsible for the oversight of client service, management and strategic growth of Bernstein's business in the region.
05/31/2018
“Vinland has an experienced team in local and international markets, and many partners are my friends, taking me out of my retirement pretty quickly,” said Leme, who left Goldman in April after more than 25 years there.
05/31/2018
Meanwhile, in Pasadena, Calif., Iain Whyte, Simon Holford and Bryan Muth have left Merrill Lynch to launch their own independent wealth management practice, Pasadena Private Wealth, according to FA magazine.
05/30/2018
Mr. McElroy brings over 25 years of experience in the financial services industry, with a proven track record of business development and raising assets.
05/30/2018
Evans is the third CIO to resign from a NY pension this month.
05/30/2018
To Oversee Next Phase in Celent’s Digital Services Platform
05/30/2018
Cheng’s focus is on managing absolute return and alternative risk premia strategies.
05/29/2018
In addition to Rockefeller Capital Management, Jung serves on the boards of Apple and Unilever. She was previously a director of General Electric and a supervisory board member of Daimler AG.
05/29/2018
Kraus began his career in the industry at Morgan Stanley but switched to Wells Fargo in 2009, according to his BrokerCheck profile.
05/28/2018
“Chad and Ryan will lead the charge on creating smoother transitions for acquisition partners and work toward our goal of fostering a strong team of highly specialized advisers.”
05/24/2018
He will join the asset management giant from Citi
05/23/2018
The firm didn’t reply to a Citywire Americas request for comment.