04/06/2018
Wealth Manager joins First Republic
Has more than 14 years of national and international wealth management experience serving ultra-high net worth individuals, families and foundations.
04/06/2018
Before that, Alex spent nearly a decade leading alternative investment sales for BBVA, growing institutional and private capital for the company’s diverse product suite.
04/05/2018
Among these solutions are also direct investment opportunities.
04/05/2018
George Daddario has been appointed Executive Chairman of JLT Re (North America) Inc.
04/04/2018
De Ontanon most recently served as head of Americas Investment Services at Citi Private Bank (CPB), where he was responsible for the region’s investment teams.
04/04/2018
Hirtle Callaghan hires new CIO
He most recently served as Chief Investment Officer of Asset Allocation for OppenheimerFunds,
04/04/2018
Mark Hamilton, who exited OppenheimerFunds at the end of February, has been hired as the chief investment officer for OCIO firm Hirtle Callaghan.
04/04/2018
“Colin will play an integral role in sourcing and executing transactions in the technology sector which represents one of the investment banking division’s most important avenues for growth,”
04/04/2018
Patterson also served as the Chairman and CEO of Boomerang Systems from 2010-2016 and 2010-2015, respectively.
04/04/2018
Ms. Yuen serves as co-chair of OneVietnam Network and is on the advisory board of Philanthropic Ventures Foundation.
04/04/2018
Fiduciary Trust appoints Regional MD for Northern California
She has worked in the investment and wealth management industry for 30 years
04/03/2018
The firm also counsels clients on litigation finance opportunities and how the bankruptcy overlay impacts this particularized form of litigation finance.
04/03/2018
Cahill is a member of the firm's private client group. Her practice focuses on estate and trust litigation, guardianships and conservatorships, and family law.
04/03/2018
In a statement Ingber said, “Over the years I have evaluated numerous firms in a search to identify one that truly understood me, and more importantly, my client’s distinct needs and goals.
04/03/2018
"Robert's appointment to our Board will add valuable perspective, drawing from his many years of experience at the FDIC, where he worked to promote the strength of minority and community development banking nationwide."
04/03/2018
He has more than 30 years of experience in the industry, having worked for major firms in New York City. McFeeley joined Oppenheimer in 2009 and moved to the Sarasota office in 2012.
04/03/2018
CEO Jamie Dimon began reorganizing J.P. Morgan’s technology leadership last year.
04/03/2018
As Starwood's asset base continues to grow, the firm is committed to adding senior-level talent to its world-class asset management organization.
04/03/2018
JPMorgan has been active in the space through initiatives like Quorum
04/02/2018
He obtained a B.A. degree in economics from the College of Wooster and an MBA from the University of Connecticut.