11/22/2019
In addition to the new partners, Audelene Gutierrez, CPA, Brent Lessey, CPA, Adam Pizzo, CPA, and Michael Rudegeair, CPA, CFP, have been promoted to Director.
11/22/2019
Mr. Hays joins Glenmede from J.P. Morgan Asset Management
11/21/2019
As a Relationship Manager, Crespo will be responsible for developing and maintaining client relationships among high net worth and ultra-high net worth individuals and families in the Miami area.
11/21/2019
From 2008 to January 2016, Morrison served as Executive Vice President of The Chubb Corporation
11/21/2019
The Board has named Alan to the honorary position of “Chairman Emeritus” of the Board upon retiring from his leadership positions in May of next year.
11/21/2019
Mr. Schneider’s career includes over 25 years of experience in wealth management
11/21/2019
SWA provides its clients with an integrated financial planning and wealth management experience
11/20/2019
His appointment comes on the heels of Jane Fraser being appointeed Forese’s replacement as president of Citigroup in late October.
11/20/2019
Prior to joining Mizuho, Voorduin was most recently a managing director at HSBC where he worked for 12 years in New York and Mexico City, the press release said.
11/20/2019
Firm bolsters active management roster with senior hires
11/19/2019
The board also announced that it reduced its size to 13 members as of the next annual meeting of shareholders scheduled for May 2, 2020
11/19/2019
Wells Fargo lost an advisor in Chicago to RJA and in October it lost a $775 million practice to RJA.
11/19/2019
He will serve clients in the First Bank & Trust Company footprint throughout Virginia and Tennessee.
11/19/2019
Biggest win is trio who managed $676 million at Merrill Lynch
11/19/2019
In 2015, he became the leader of Nuveen’s Real Assets business
11/19/2019
Nuveen managed about $1 trillion as of Sept. 30, including private market impact investments totaling $1.2 billion.
11/19/2019
Mr. Gordon brings an unparalleled breadth of knowledge to his new position
11/19/2019
Mr. Rohatyn noted, “Each new differentiated vantage point from which we view emerging markets increases overall coverage and visibility, enhancing our level of insight and the quality of decision making across the firm.”
11/19/2019
Barton’s accomplishments at Regions are wide-ranging
11/18/2019
In this new role, Ms. Barrett will drive the execution of General Insurance’s multinational strategic plan