08/12/2025
She will also play a key role in helping Arthur Blank ensure his trustees are fully informed and engaged in all our businesses so they can be an efficient, well-functioning board that provides excellent vision and leadership well into the future.
08/12/2025
Russell Investments is looking to bolster its retail investor channel and RIA presence via internal leader reshuffling and an alternative product expert hire from State Street.
08/11/2025
In this new role, Steve will have executive operating responsibilities for strategy, underwriting, and Profit and Loss (P&L) across Chubb's Global Surety business.
08/08/2025
Whittier Trust Strengthens a Culture of Excellence Through Internal Advancement
08/08/2025
Mr. Fishbein will join Guggenheim with approximately 25 years of experience in equity research
08/08/2025
Banking industry veteran brings deep expertise in Fintech, AI, and Banking Technology
08/08/2025
Brannock, who did not have a lawyer listed as representing him in the pending criminal case, did not respond to a request for comment sent to his LinkedIn account.
08/07/2025
This next phase of leadership signals a new era for the firm
08/07/2025
DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices.
08/07/2025
Created the sustainable themes portfolio range during 15-year tenure
08/06/2025
Additional team members are expected to join in the coming weeks.
08/06/2025
Selby to provide visionary leadership and expand access to investment opportunities
08/06/2025
With local expertise and institutional experience, Steven Ward advances Whittier Trust's real estate offerings in and around Orange County.
08/05/2025
He will lead the firm's efforts to strengthen and expand relationships with investment consultants globally, reporting to Jennifer Ryan, Head of North America Distribution for LAM.
08/04/2025
Daniel will report to Lynn Martin, president of the NYSE Group, the company said.
08/01/2025
Truist Wealth adds 6 new advisors across the state
08/01/2025
Raghavan has run Citi's investment bank since last year, but he previously spent 25 years at JPMorgan.
08/01/2025
Banking veteran will lead Multilateral Investment Guarantee Agency and World Bank Group Guarantee Platform
07/31/2025
Amy Sliwinski Will Lead Global Talent and Culture to Power Company’s Strategic Growth
07/31/2025
The tech-forward RIA and wealth platform also continues to bring on solo practitioners, with 12 additional advisors joining from various states.