09/19/2019
Cartica Management Names Managing Director of ESG and Sustainability
Ms. Ahern has more than 15 years of experience, with a proven track record of success in the areas of ESG management, social impact diligence, and corporate responsibility.
09/18/2019
Swartz, who had been complex manager of the firm’s High Street location, adds two other legacy Smith Barney branches on 53 and 28 State Street.
09/18/2019
Slade comes to Lodgepine from Hamilton Capital Partners
09/17/2019
His title of managing director generally indicates a broker who produces at least $2.5 million in annual revenue, according to a person familiar with Merrill’s compensation plan.
09/17/2019
In addition to promoting team engagement and partnership, this ‘relationship-led’ model provides greater consistency from market to market, and enhances our ability to recruit and retain top talent.
09/17/2019
Sylvia Khatcherian is deputy general counsel for hedge fund giant Bridgewater
09/17/2019
With her appointment coinciding with the office’s fifth anniversary this year
09/17/2019
Swiss private bank poaches five-person team from Credit Suisse for Brazil biz
Hiring Credit Suisse's Jorge Torea, a managing director within its Brazilian unit who has been with the firm for 14 years, alongside four other members of his team, according to a source familiar with the matter.
09/17/2019
Co-chair of Lathams’ corporate department Nick Cline commented: ‘Chris has a terrific blend of transactional and regulatory experience that will be of great value to our clients in the UK and globally.’
09/17/2019
He is also the lead client executive on a portfolio of captive insurance companies, both pure and group.
09/16/2019
Ted has 22 years of experience beginning his financial services career with Merrill Lynch in 1996.
09/16/2019
Sentinel Trust Announces New Chief Investment Officer
Todd joins Sentinel Trust from Athena Capital Advisors
09/16/2019
Mr. MacNiven has been a trusted advisor in the Canadian market for sixteen years
09/16/2019
Prior to Hamilton Lane, Mangos was Chief Information Officer (CIO) at Brandywine Global Investment Management
09/16/2019
Longley’s prior roles include CEO of Citi Private Bank North America and Head of Private Wealth for BlackRock iShares
09/16/2019
Rich Cioffi has over 22 years' experience in the financial service industry, starting his career on the floor of the NYSE.
09/16/2019
Prior to his role at Bessemer Trust, he was a Market Manager and Managing Director at JPMorgan. Lillis also has held various leadership positions within the JPMorgan Private Bank.
09/16/2019
Welch to lead Company’s Asset Allocation Team and Investment Committee and further strengthen model portfolio initiative
09/16/2019
Regarding the promotion, IVA’s Managing Partner Michael Malafronte said, “These steps are the result of careful planning and consideration between our two portfolio managers and the firm’s owners.
09/16/2019
Maybry has over 20 years of experience in advising high-net-worth clients and their closely held businesses.