02/12/2019
All three will work at First Republic’s Jackson office at 545 West Broadway, which provides full-service private banking, private business banking, and real estate lending in additional to wealth management.
02/12/2019
Schroders also promoted seven-year company veteran Tiffani Potesta to a new position as head of distribution strategy, North America.
02/12/2019
She headed Standish Mellon's Tax Sensitive and Insurance investment platforms and managed portfolio management, credit research, trading, and client relations.
02/11/2019
Jeff Maurer said, "I have worked with Chris Zander for 25 years and know that as President of both Evercore Wealth Management and Evercore Trust Company he will help us continue to grow while never losing sight of our values."
02/08/2019
This new division will focus on providing advisors with the tools and resources to support their growth and optimize their practices.
02/08/2019
PIMCO launched the first active ETF, but other managers are lining up to encroach on the firm's dominance in fixed income.
02/07/2019
Nashville-born Bernstein veteran brings local ties to lead client service for middle Tennessee area
02/07/2019
Ladenburg’s subsidiaries have made several new hires in recent months.
02/07/2019
Christopher Taendler is departing the firm just two years after making partner.
02/06/2019
“I am thrilled to join Rockefeller Capital Management and the experienced leadership team that Greg has assembled”
02/06/2019
Fertitta’s change highlights the fragility of middle-management positions at large firms and also may indicate a broader management reorganization at Merrill Lynch Wealth, insiders said.
02/06/2019
Rudnick, a third generation Partner with DLA, takes on a new executive role with Chicago-based financial services firm Cresset Capital.
02/06/2019
The promotion comes as Goldman Sachs is bolstering its tech investment banking business, with a focus on Asia.
02/06/2019
Goldenberg additionally served as legal counsel to the consumer deposits team at Bank of America and led the advice and guidance team at Morgan Stanley.
02/06/2019
Bigler, who had not been registered as a broker since his exit from UBS, declined to comment.
02/05/2019
Before joining AMG, Mr. Horgen founded a private equity firm, Eastside Partners
02/05/2019
Ahead of Brexit in March, banks have been moving teams out of London.
02/05/2019
In addition to years of experience, she has an extraordinary reputation in this arena and her unique insight will be an asset to BMT’s many endowment and foundation clients, and to our many individual clients with significant legacy ambitions.
02/05/2019
A Wells Fargo spokeswoman declined to comment on the team's departure.
02/05/2019
He will continue to report to Mr. Dalton.