03/20/2018
Prior to joining FIA, Jordan was a Regional Director responsible for strategic business development of investment strategies for institutional clients at Goldman Sachs.
03/19/2018
The firm did not issue a statement to Hearst Connecticut Media on Haynes’ departure, but a source familiar with the matter, who spoke on the condition of anonymity, confirmed Sunday the change had taken place.
03/19/2018
Yi Gang takes over from Zhou Xiaochuan at a time when the ruling Communist Party is trying to reduce financial risks and surging debt
03/19/2018
Highly regarded former Special Agent in Charge of FBI's Newark Division brings decades of experience investigating and combating financial and cyber-related crimes
03/16/2018
Prior to joining Drake Star Partners, Michael was a senior investment banker at Houlihan Lokey’s TMT group based in the firm’s Los Angeles office.
03/16/2018
Prior to his time at J.P. Morgan he was at Bear, Stearns & Co., where he provided investment banking services to real estate, gaming and lodging clients.
03/16/2018
“After doing extensive due diligence, it was clear to me that Stifel was the right choice for me to continue my career in a senior leadership role,”
03/16/2018
He has a strong, proven record of building and facilitating relationships with both industry and investment groups.
03/16/2018
Maitland, a global advisory and fund administration firm, has named Frank Ferrara as senior client service manager. Previously, Ferrara worked at Rhone Group.
03/16/2018
The acquisition is expected to close next week on March 23.
03/15/2018
Mr. Henderson will serve as lead portfolio manager for RBC GAM's Mid Cap Value Strategy.
03/15/2018
The firm also hired Ricardo Pablos Rodrigues from CBH Cie.
03/15/2018
Swarm Fund is a decentralized capital marketplace that democratizes investment using the power of the blockchain
03/15/2018
Harvey’s work ethic, command of complexity, and client focus have defined his career at the firm,” said Lloyd C. Blankfein, Chairman and CEO of Goldman Sachs.
03/14/2018
She replaces Robert A. Johnson, who has retired from overseeing what had been called the Southwest region, a spokeswoman said.
03/14/2018
Johnson, a senior wealth adviser in the Harrisonburg office, is also a certified financial planner and carries the FINRA Series 7 & 63 and VA Life and Health Insurance Licenses.
03/13/2018
As CIO, Peron will be responsible for providing investment management leadership to City National Rochdale.
03/13/2018
Natalia Murphy Appointed as Head of Trust and Wealth Planning for North America
03/13/2018
Solomon’s status rises at firm after fellow president, Harvey Schwartz, announces plans to retire in April
03/12/2018
“We congratulate our new shareholders and look forward to witnessing their continued achievements.”