09/04/2019
Rockefeller is run by former Morgan Stanley and Merrill Lynch executive Greg Fleming, who has larded his management and recruiting team with former executives from the wirehouses.
09/04/2019
$440 million team moves to UBS
09/04/2019
For 30 years, Apra has been committed to serving, representing and advancing the professionals and practices that enable the philanthropic success of institutions that rely on fundraising for achieving their missions.
09/04/2019
He will be based in New York and report to Ken Riegler, President of North America General Insurance, Product & Field Management.
09/04/2019
Over the past year, Mr. Chavez has led an overhaul of Goldman’s trading technology, part of an effort to help the firm better serve corporate clients.
09/03/2019
New hires reflect 4Front's prioritization of balancing entrepreneurial spirit and agile leadership with demonstrated capabilities and applicable experience
09/03/2019
Headrick has more than 20 years of industry experience
08/30/2019
Yanela Frias, current Head of Investment and Pension Solutions within the Retirement business, will be promoted to President of Prudential Retirement.
08/30/2019
Stickney joined iA Financial Group in 1999
08/29/2019
The announcement of Cordover’s appointment arrives on the heels of the appointments of Jamil Jaffer and Kaushik Mehta, who in early August were respectively named business leader of Mercer’s Irvine, California business leader of health and the
08/29/2019
Prior to joining Putnam, Graña worked at Merrill Lynch & Co., where he spent four years in the Latin America Investment Banking Group.
08/29/2019
Ms. Clark assumes this new role in addition to her current positions as Head of Transaction Banking Americas and Bay Area President
08/29/2019
I am excited by this opportunity and attracted by the firm’s investment-led pedigree and entrepreneurial culture
08/28/2019
New hires represent a significant addition to client-facing force in 2019, an almost 20% increase of staff in key geographies with plans to continue to grow in the U.S. and globally
08/28/2019
The team, which is now part of Canaccord’s Vancouver office, was previously with RBC DS
08/28/2019
Prior to joining G2, Shirley held senior positions in private risk management at Marsh, Wells Fargo, and, most recently, Lockton Companies.
08/28/2019
Robert Marrone has joined as a Managing Director, Private Client Advisor, based in Red Bank, New Jersey.
08/28/2019
Joe will serve as Financial Advisor with a focus on servicing the comprehensive wealth planning needs of high-net-worth individuals, entrepreneurs, and corporate executives.
08/27/2019
Before joining Andersen Tax, Jerry was a Partner at BDO USA LLP, in the firm’s national tax office for ASC 740 & IAS 12.
08/27/2019
Corwin graduated from Framingham State University in Massachusetts and has more than 30 years of experience as a financial professional.