05/16/2019
Prior to joining Spearhead, Mr. Fineburg was employed by Greycourt & Co. for twelve years, serving as an advisor on $1.4 billion of discretionary and non-discretionary assets in both US and non-US domiciles.
05/16/2019
Fawcett, who was born and has lived in Boston and is a dual citizen of the United States and the United Kingdom, has extensive and diverse global financial services experience.
05/15/2019
Markel, Appointment, Nick Lazarus, North America, Property, Reinsurance, London
05/15/2019
His financial advisory practice is centered around asset allocation strategies with a focus on fixed income, equities, MLPs, private equity and private credit investments.
05/15/2019
She obtained her J.D. from New York University School of Law and a B.A. from Queens College, City University of New York.
05/14/2019
Many of the founders at Altamont Capital Partners came from Golden Gate Capital.
05/14/2019
During his career, Fellas has also worked as a portfolio manager at flagship Hedge Funds, Segantii Capital Management
05/14/2019
Known primarily for his work developing capital relief-driven solutions
05/13/2019
“That may mean using acquisition, bringing advisors from large wirehouse firms, or bringing on independents. We are open to any avenue of talent.”
05/13/2019
Phua is the first Julius Baer banker to jump to Pictet in Asia.
05/13/2019
Jackson started his industry career at Wells Fargo in 2002 as a private banker and joined Hallick and Spell’s team as a financial advisor in 2012, Raymond James says.
05/13/2019
“The diverse investment platform and expanded reach available through our affiliates, combined with the evident culture that manifests here, makes all of us uniquely positioned to deliver end-to-end solutions that meet our clients’ needs.
05/13/2019
Kevin O'Regan Hired as Senior Wealth Advisor for Wealth Management Firm's Northeast Region
05/10/2019
A round-up of the latest people moves and M&A deals in North America
05/10/2019
He had a successful track record investing in high growth enterprise technology, financial services and health care companies
05/10/2019
He is also a Co-Founder and Partner at Fuller & Thaler Asset Management, which uses behavioral finance to manage portfolios of small-cap U.S. equities.
05/10/2019
Prior to joining HarbourVest, he was CCO at Vanguard Global Advisors
05/10/2019
Cain brings over 30 years’ industry experience. She was most recently at BlackRock where she served as U.S. and global head of institutional clients, iShares.
05/09/2019
Ward did not disclose the amount of assets managed by the three advisers while at AWM, and those assets don’t necessarily follow them to Raymond James.
05/09/2019
She will focus on developing partnerships with startups, accelerators, incubators and business partners to drive enterprise innovation and build ecosystems for all BNY Mellon blockchain initiatives.