06/24/2019
Rockefeller Global Family Office expands team
“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”
06/24/2019
Deutsche Bank Continues Wealth Management Expansion
We continue to hire top industry talent as we grow our presence in key markets in the Americas.
06/24/2019
Four-adviser group in Lewes, Del., operates as MCH Wealth Management
06/23/2019
The hirings come less than a year after Citigroup combined its corporate lending and mergers-and-acquisitions advisory business with its unit that helps clients raise debt and equity.
06/21/2019
Bank of Montreal hires wealth management veteran
Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement. She’ll be based in her native Chicago.
06/21/2019
In addition, Leo Robinson, an 11-year veteran of Morgan Stanley, has joined Wells Fargo Advisors in Boston as a managing director, according to AdvisorHub, which cites BrokerCheck.
06/21/2019
A Chicago native, Kennedy holds an MBA from Loyola University of Chicago.a
06/21/2019
The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.
06/20/2019
Robert McCabe will lead growth initiatives in South Florida
06/20/2019
Wealth management firm aims to raise $100M to invest in other companies
Venturi practices ‘farm-to-table’ investing
06/20/2019
AIG restructures reinsurance business under new leadership
He will oversee implementation of AIG’s assumed Reinsurance strategy with a focus on continuing to develop, market and deliver innovative reinsurance and capital market solutions to clients on a global basis.
06/19/2019
The bank has been reducing staff this year as trading and sales desks across Wall Street have struggled to make money and amid a broader cost-cutting effort by CEO Charles Scharf.
06/19/2019
A company spokeswoman confirmed Tuesday evening that Mr. Willcox would continue to run the business until the transition of responsibilities to Mr. Gatch at the end of the year.
06/19/2019
Collings has joined Colony as a Senior Wealth Advisor
06/19/2019
The $229 billion asset manager has brought in a team of four from a systematic hedge fund focused on U.S. equities.
06/19/2019
He has transaction experience spanning Internet, software, and payments—three sectors we see increasingly converging as our corporate clients pursue their strategic initiatives.
06/19/2019
Selected notable transactions that Mr. Zimbaldi has been involved in include advising Fiduciary Network on its sale process
06/18/2019
He has outstanding private equity transactional experience, especially in the healthcare industry, and a talent for leading complex deals for highly regarded firms.
06/17/2019
"Government is like this, it can't have suspicious people" in important positions, Bolsonaro told reporters.
06/17/2019
Growth in Our Advisory: Vanderbilt Financial Group continues 2019 with explosive growth in our Advisory Services in New York and across the country. Below are a few of the entrepreneurial leaders who have joined the team as Financial Advisors in Q2.