05/08/2019
While at Murray Capital, she played an active leadership role in numerous high-profile restructurings and litigations; her clients included Fortune 500 pension funds, university endowments, private foundations, funds of funds, and high net worth individua
05/08/2019
She will start with Rockefeller in August 2019
05/08/2019
Prior to Hylant, he was director at JLT Towner Insurance Management.
05/08/2019
Hermes is led by Jeremy Commeret, a French-born financial advisor serving 300 clients, in his fifteenth year in business. The newest advisor and regional office to join Integrated is located in the Central Valley, CA and serves farmers, business owners an
05/07/2019
A Canadian native, Steve began his career in Toronto and gained significant experience over a decade as a trusted tax advisor with one of the ‘Big 4’ accounting firms
05/07/2019
These appointments will be effective in Q3 2019.
05/06/2019
Murray is co-CEO of Bridgewater, alongside David McCormick, while Ray Dalio, who founded Bridgewater in 1957, is now co-chief investment officer and co-chairman.
05/03/2019
Mr. Sharpe was a portfolio manager and managed multiasset class funds at Fidelity Investments until mid-2017
05/03/2019
Janicki is directly responsible for his team's performance as it relates to prospecting and acquiring new small businesses, as well as maintaining and strengthening existing client relationships.
05/03/2019
Santander last month offered to take full control of its Mexican business through a 2.6 billion euro ($2.9 billion) all-share deal as it chases potentially higher returns in Latin America.
05/02/2019
Treasury Partners is a regular recipient of industry accolades.
05/02/2019
Matrix Private Capital Group (Matrix) has appointed Scott A Weissman and Thomas B as Wealth Advisory team Partners in Chicago.
05/01/2019
With her focus on trust and estate litigation and administration, Schroer strengthens Holland & Hart’s growing Private Client practice.
05/01/2019
Chapin was most recently Executive Vice Chairman of Global Corporate and Investment Banking at Bank of America Merrill Lynch.
05/01/2019
Ms Haimson joins Raymond James after a 20 year career of senior executive roles in wealth management at a major Canadian bank.
04/30/2019
An internal search for her replacement will begin this week after the job is posted.
04/30/2019
Jason Fertitta is the president of the new firm, which has partnered with Dynasty Financial Partners, according to a statement Monday.
04/30/2019
Responsible for research and development of firm's product range
04/30/2019
The Financial Advisors in the Michigan branch offices specialize in helping business owners, young professionals, and retirees achieve their financial goals.
04/30/2019
Zaremsky previously served as Regional Head for New York Private Banking