07/10/2018
Shawn will be responsible for driving growth of Equisoft's WealthElementsTM solutions in the USA through the pursuit of new business opportunities with prospective clients and strategic partners.
07/10/2018
Other prominent recent hires to this team include Michael Buchbinder, who joined the Firm at the end of 2017, and Nitin Doke.
07/10/2018
We welcome these deeply experienced additions and are confident their relationships and expertise will help Carillon bring innovative, customized solutions to our clients
07/10/2018
We believe endowments and foundations can do better by working directly with an investment manager who understands their unique needs, and can integrate strategy and implementation
07/10/2018
In his new role, he will assist in strategic advisory and M&A activity, according to an Echelon Partners newsletter.
07/10/2018
Prior to joining the Firm, Saltzman was Deutsche Bank's Americas Head of Global Transaction Banking and Payments.
07/10/2018
Pham's hiring is an important development in Oppenheimer's continuing expansion of its Global Technology Investment Banking team
07/10/2018
Today, intense competition and advances in technology, product commoditization, and industry consolidation demand integrated solutions that consider the whole picture.
07/09/2018
"Rob is a tremendous addition to our team," Gemini chief executive and co-founder Tyler Winklevoss said in a release.
07/04/2018
David Schwartz joined the firm’s M&A and private equity practice from Hughes Hubbard & Reed in April.
07/03/2018
Osborn has more than 20 years of experience serving Goldman Sachs’ clients in the United States and Europe.
07/03/2018
Mateyo joined the bank in December 2016, replacing Tim Swanson who served as chief investment officer for two non-consecutive two-year periods.
07/03/2018
At Itaú, he worked alongside equities head Brian Chase and allocation chief Alejandro Glucksmann to run the firm’s locally-domiciled mutual funds.
07/03/2018
Capital One has previously provided financing for deals but this is its first official foray in into pure M&A advisory.
07/02/2018
Scott Curtis, the president of Raymond James Financial Services, was tapped to oversee all of the firm’s domestic advisory business.
07/02/2018
Pereira, who served as business development director at Citi’s private bank in Brazil, will focus on prospecting and attracting new clients within the ultra-high net worth and family office spaces
07/02/2018
The four wealth management experts who are joining VSWA in July 2018
06/29/2018
Mr. Riendeau will be based in PIMCO’s New York office and will report to John Kirkowski, Managing Director and co-Chief Financial Officer.
06/29/2018
Raymond James also promoted RJFS national director Jodi Perry as president of the firm’s independent contractor division.
06/29/2018
Top Producing, Full-Service Team Joins International Brokerage