11/30/2018
I look forward to working alongside Jason and his team to further enhance the firm’s already strong alternatives offering, and am excited about what we can deliver to Wilshire’s clients.
11/29/2018
The Carlton Group was one of the first mortgage finance companies to broker securitised loans, and in 1998 right before Campbell was joining, the firm put a major emphasis on raising equity capital.
11/29/2018
In his eight years at T Rowe Price, he helped to build one of the company’s leading defined contribution and sub-advisory businesses.
11/29/2018
Gordon Sweely, Head of Securitized Products Americas, said: “I am pleased to announce Florian’s decision to join the Nomura team.
11/28/2018
We’re thrilled to welcome Karen to Boston Private
11/28/2018
Marcus Schenck has more than 20 years of experience serving in various senior executive roles at leading companies, financial institutions and top advisory firms.
11/28/2018
He will report to David Hopewell, Transamerica's Chief Data and Innovation Officer.
11/28/2018
Bruce Meyers, a producing manager who had been running Walnut Creek since RBC combined it and an Oakland office into expanded quarters in May, has returned full-time to production
11/28/2018
Raymond James has named John Barrymore as a managing director in the firm’s consumer investment banking practice. Previously, Barrymore worked at Duff & Phelps in New York where he led the firm’s food and nutrition M&A practice.
11/27/2018
Appoints Richard M. Marotta Chief Executive Officer, Appoints Sean A. Gray President of Berkshire Bank
11/26/2018
New-York based Navis aims to create “highly personalized” financial plans and strategies for high-net-worth individuals and their families.
11/26/2018
He was previously at Morgan Stanley where he was Managing Director and Head of Insurance M&A.
11/23/2018
Two years ago, Dresch co-founded Korelya Capital with his business partner Fleur Pellerin. Korelya is a $230 million private equity fund focused on EU’s tech companies that show great potential.
11/22/2018
These advisors are telling us they want the freedom to serve their clients as they deem most appropriate to their needs.”
11/21/2018
Prior to his most recent roles at Deutsche Bank Wealth Management he was the head of asset allocation and quantitative analysis.
11/21/2018
The employee detailed her dismissal in a 2017 gender discrimination complaint against Goldman
11/21/2018
The appointments are effective January 1, 2019.
11/21/2018
All four partners served as senior attorneys with the Financial Industry Regulatory Authority (FINRA) Department of Enforcement.
11/21/2018
Hearn holds an executive MBA from Arizona State University and a BS in finance from the University of Arizona.
11/21/2018
The new partners and counsel are based in the Firm’s Frankfurt, London, New York and Silicon Valley offices.