01/18/2019
Allison will focus on asset management across Admiral’s multifamily, office, retail and hospitality assets, and will also lend her expertise to support the firm’s acquisitions efforts.
01/18/2019
Marc Badrichani becomes the head of global sales and research.
01/18/2019
She joins the firm from Russell Reynolds Associates, where she was senior marketing manager of the Americas.
01/17/2019
First Republic, meanwhile, has been aggressively courting high-end talent from competitors, particularly those at wirehouses.
01/17/2019
De Giorgi will step down next month handing over the responsibilities to two co-heads.
01/17/2019
A Morgan Stanley spokeswoman confirmed the departures to the website but declined further comment.
01/16/2019
Prior to joining BNY Mellon Wealth Management, LaDieu was a Senior Private Banker at BBVA Compass for five years, where he earned the Pinnacle Club honor twice.
01/16/2019
Christina Benoit, an experienced investment middle office effectiveness consultant, joins Archer from Accenture to work with investment managers seeking effective business growth.
01/16/2019
“They will bring some fresh and exciting ideas to the business, and will exert their energies to growing the division both organically and through key lateral hires.”
01/16/2019
Quantitative pioneer D.E. Shaw will have a new co-leader for institutional asset management.
01/16/2019
We are pleased to add Tom as a new Director
01/16/2019
Freedom Bank is excited about the dynamic growth opportunities in Prince William County
01/16/2019
At UBS, Regan was head of managed solutions and portfolio guidance, where he had oversight of discretionary management and manager research.
01/15/2019
The Pinnacle Club is the bank's highest distinction for exceptional performers.
01/15/2019
Since its founding in 2016, WealthTech has developed the technology to generate professional financial planning and advice for individuals regardless of their level of wealth, and to deliver this advice in a timely manner through both mobile applications
01/15/2019
He focuses on licensing, outsourcing, intellectual property, e-commerce, online liability, user-generated content and legal issues raised by emerging technologies.
01/15/2019
Both appointments were effective January 1, 2019.
01/15/2019
LPL has lured several wealth management practices from rivals in recent weeks.
01/15/2019
Tufenkjian had been with Wells Fargo for her entire 13-year career in the industry, according to her BrokerCheck profile.
01/14/2019
They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, non-profits and foundations at First Republic’s High Bluff office