09/13/2018
He then moved to Vanguard's Portfolio Review Department, which is primarily responsible for investment manager search and oversight, eventually leading the group for five years.
09/13/2018
I'm confident they will continue to create significant value for our organization
09/13/2018
Wayne Zell will also remain of counsel at law firm Odin, Feldman & Pittleman.
09/12/2018
BNY Mellon Wealth Management Names Wealth Director in Denver
Before joining BNY Mellon Wealth Management, Doucette was regional sales director at UBS Asset Management for six years where he was responsible for distribution of managed account solutions and mutual funds across multiple channels.
09/12/2018
Rockefeller-Backed Firm Lands First Team from HighTower
The Bapis Group, a $1.2 billion advisory team, leaves HighTower to join former Morgan Stanley wealth exec Greg Fleming’s Rockefeller Capital Management.
09/12/2018
Natixis appoints Chief Economist for Latin America
Berber has 18 years of financial services experience and joins Natixis from Nomura Securities
09/11/2018
Morgan Stanley loses father, daughter and son team to Raymond James
They specialize in serving business owners, physicians and high-net-worth families.
09/11/2018
Guggenheim Securities expands Oil and Gas Group
Mr. Brogdon received his M.B.A. from the McCombs School of Business at The University of Texas at Austin and his B.S. from The University of Texas at Austin. He is based in Guggenheim’s Houston office.
09/11/2018
The team was most recently at Calamos Wealth Management, where they all served in senior roles.
09/11/2018
Cowen's global capital introduction team continues to grow and now has professionals located in New York, Stamford, Dallas, and London.
09/11/2018
Fiduciary’s Boca Raton office offers wealth planning and investment services to both domestic and offshore wealth clients and is one of three offices it has in Florida alongside Coral Gables and St. Petersburg.
09/11/2018
Andrew is a seasoned syndicated loan professional with over 15 years of banking experience.
09/11/2018
J.P. Morgan advises clients on more than $17 billion in hedge fund assets
09/10/2018
Mr. Kolodny joins New York firm's national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices
09/10/2018
Shamik Dhar joins from the United Kingdom's Foreign and Commonwealth Office
09/10/2018
Nine-Person Private Wealth Management Group Marks First Team Hire
09/10/2018
He joins New York firm’s national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices
09/07/2018
RayJay Lands $3 Million Morgan Stanley Team Operating in Three States
Reached at his office at Raymond James & Associates, the firm’s employee channel, Shafer declined to comment on his decision.
09/07/2018
RBC Global Asset Management appoints new head of Global Institutional Distribution
Mr. Masom will be based in Boston and report to Mike Lee, Global Head of Institutional Business at RBC GAM.
09/07/2018
Bank Focused on Team Expansion On Heels of Approval to Commence Operations in California