12/06/2018
Fisher brings nearly 50 years of experience in the industry to Baird and founded the St. Louis branch of Oppenheimer in 1990. He is a graduate of University of Pennsylvania where he earned a bachelor's degree in economics.
12/06/2018
Margolies served as lead counsel on Finra cases involving securities fraud, outside business activities, suitability, anti-money laundering and customer protection rules, among others, the company says.
12/05/2018
New fixed-income chief, elevated in September, will take on portfolio management duties on seven of the firm's bond funds
12/05/2018
Blake joined William Blair as an Institutional relationship manager in 2005
12/05/2018
The two new leaders bring different perspectives to the management team
12/05/2018
Tengler was most recently Senior Vice President, Chief Investment Officer, and Heartland Investment Committee Member of Heartland Financial USA, Inc.
12/05/2018
Bank of America Corp added two executives to its management team to fill the role left by former global wealth management chief Terry Laughlin, who passed away unexpectedly in October, the bank said in a statement on Tuesday.
12/05/2018
Blake joined William Blair as an Institutional relationship manager in 2005 and has been a portfolio specialist on the global equity team for the past eight years.
12/05/2018
Mr. Duperreault stated: Since his arrival at AIG, Mark has made an immediate and positive impact on our company.
12/04/2018
In his role as Vice-Chairman, he will continue to play a leadership role in guiding the firm's strategic growth.
12/04/2018
Jarislowsky Fraser, which has C$40 billion ($30.2 billion), was acquired May 1 by the Bank of Nova Scotia.
12/04/2018
He is the latest significant addition to the team
12/04/2018
Prior to joining Santander, Harnisch held a variety of leadership roles in the banking and finance industry
12/03/2018
Sean Phillips joined RBC Wealth Management from Wells Fargo Advisors with 18 years of industry experience, according to RBC.
12/03/2018
The three new hires represent a total of $479 million in client assets.
11/30/2018
Mr. Shterenberg joins Barclays with almost 20 years of industry experience
11/30/2018
The global association has a presence across seven countries throughout the continent, with plans for continued expansion within the region in the next 12 months.
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.