09/25/2018
Wealth Manager Joins leading private bank in Century City
Levine, who has more than 30 years of wealth management experience, was named Managing Director and Wealth Manager.
09/25/2018
Over the past three years, ultra-high-net-worth assets overseen by independent multifamily offices have grown 10 percent on average each year, about five times as fast as assets held at private banks, Cerulli Associates estimates.
09/25/2018
He is a strong addition to the firms litigation department who will provide our clients wise counsel on crisis management, investigations and a wide range of other issues.
09/25/2018
Investment Funds Attorney Joins Global law firm
He also coordinated the development and structuring of all new fund products.
09/25/2018
Cerminaro holds a B.A. in economics from the University of Pittsburgh, a certificate in finance from the London School of Economics and an MBA from St. John's University Tobin School of Business.
09/25/2018
Piper Jaffray appoints MD in Technology Investment Banking
She will be based in the firm’s San Francisco office and report to Michael Kim, head of technology investment banking.
09/25/2018
He was most recently a managing director and head of financial technology with GCA Advisors LLC, a U.S. brokerage and advisory division of the Japanese investment bank GCA Corp.
09/25/2018
Gary Hirschberg, 39, now leads Chicago-based Aaron Wealth Advisors.
09/21/2018
The advisors in Wisconsin and North Carolina were managing an aggregate of $235 million.
09/21/2018
Christian Meissner steps down in wake of loss of market share in M&A
09/21/2018
At JPMorgan, Zweig was focused on executing mergers and acquisitions in the technology sector.
09/21/2018
Goldman Sachs promoted Dan Dees to co-head of its investment-banking division alongside Gregg Lemkau and Marc Nachmann, the latest in a series of management changes for incoming CEO David Solomon.
09/21/2018
Ken Tanji takes over as executive vice president and CFO of Prudential Financial, replacing Robert Falzon.
09/21/2018
In his position, Mr. Shah will direct all commercial real estate investment activities including ground up development.
09/20/2018
Jonathan Lai’s move comes as Chinese tech group grapples with gaming crackdown
09/20/2018
This month, the firm recruited several advisors from the wirehouse who collectively oversaw around $640 million, and in July, RBC poached a team of Merrill Lynch advisors managing $465 million.
09/20/2018
Jonathan's impressive experience in the insurance industry is a great asset to our objectives
09/19/2018
McCashin replaces Robert Spawn, who left as J.P. Morgan’s West Coast regional director in April after a little more than two years with the firm
09/19/2018
He will report to Ignacio de la Maza, head of continental Europe wholesale and Latin America at Janus Henderson, and boost the firm’s nine-strong team focusing on Iberia, US offshore and Latin America.
09/19/2018
I am excited to join Cypress