08/09/2018
Wilmington Trust appoints National head of client development and engagement
Based in Los Angeles office, Nickl leads Wilmington Trust’s wealth management teams across U.S. in delivery of innovative, successful solutions to clients
08/09/2018
Based in Los Angeles office, Nickl leads Wilmington Trust’s wealth management teams across U.S. in delivery of innovative, successful solutions to clients
08/08/2018
David Robertson and Steven Baker have joined the growing global legal giant in London.
08/08/2018
Joy McCune Joins Boston Private’s Executive Team as Chief Human Resources Officer
08/07/2018
Prior to joining Andersen Tax, John was a Partner at Grant Thornton
08/07/2018
American International Group (AIG) has appointed Jonathan Wismer as senior vice president, deputy chief financial officer and chief accounting officer.
08/07/2018
She succeeds Sue Townsen, who returns full-time to the firm's Advisory practice.
08/07/2018
The Firm will invest in continuously enhancing the platform to provide ultra- and high-net-worth individuals and families a world-class client experience.
08/07/2018
FIA is a dedicated, national practice that serves the investment and advisory needs of foundations, endowments and other nonprofit institutional investors.
08/07/2018
In her new role, Laura Thurow will lead staff, platforms and back-office support for the firm’s 850 financial advisors.
08/07/2018
City National Bank, part of Royal Bank of Canada, has its sights set on lending to the biggest law firms in the country.
08/07/2018
Corporate Partner William Tuttle Joins Firm, Expanding Its BDC Representation
08/07/2018
Managed Accounts Business Also Awarded the 2018 Porter Prize by Harvard Business School’s Institute for Strategy and Competitiveness
08/03/2018
‘We are committed to strategically growing our team of relationship-focused wealth management professionals in South Florida who can draw on a wide spectrum of expertise and skills to help clients reach their long-term goals,’
08/03/2018
Atlanta-headquartered firm plans to turbocharge its growth with support from Focus
08/03/2018
"Their deep expertise and ability to execute on our long-term technology goals will be instrumental as SVB continues to grow and serve the needs of our global clients and employees."
08/03/2018
Measures include merger of units into commercial banking group
08/03/2018
Ms. Jones also serves on the Board of Directors of Data Communications Management Corp.
08/02/2018
Mr. Rose, a former associate general counsel at a Fortune 500 financial services company and a former executive at a clean-technology company, represents corporate venture capital investors and their portfolio companies.
08/01/2018
Wells Fargo’s advisors have been leaving the firm since the 2016 revelations that the company’s retail banking employees opened millions of accounts without client authorization
07/31/2018
She began her career in the investment industry in 2010.