03/26/2018
Mr. Olchon joins Evercore from Bessemer Trust, where he led a team responsible for delivering the firm's wealth management services to ultra high net worth clients.
03/26/2018
Pierce mostly recently served as an executive vice president at Fidelity Investments’ investment product group from December 2014 to January 2017.
03/26/2018
Raymond James spokespeople did not immediately return calls to comment on the changes.
03/26/2018
Leveraging decades of thought leadership and personal and professional relationships cultivated over three generations, Kingfisher supports families and business owners in achieving their security, lifestyle and legacy goals.
03/23/2018
Linck will be engaging and leveraging teams in Pittsburgh, Cleveland and Chicago as appropriate to support this effort.
03/22/2018
Since joining UBS’ wealth management unit in March 2010, she has been charged with growing its bank, and to that end, has added mortgages and credit cards to its offerings. Its lending book is now about $42 billion, up from $17 billion when she arri
03/22/2018
Mr. Mulroney is the son of former prime minister Brian Mulroney and his wife Mila
03/22/2018
With His 'Skills and Passion,' Salgado Will Add Value for Bank's Clients Across the Region, Says John Koike, Regional Head for Latin America
03/22/2018
McCormack has spent his entire 19-year career with Merrill Lynch in offices across the United States, including the company’s flagship financial center on Fifth Avenue in Manhattan.
03/22/2018
Aquila Investment Management LLC (Aquila), adviser/administrator to the Aquila Group of Funds, has announced the hiring of Anthony (Tony) A. Tanner as a portfolio manager. As of March 7, he joined portfolio managers Todd Curtis, JT Thompson and Royden Dur
03/22/2018
Last year, hedge funds and banks posted heavy losses due to muted client activity and volatility in energy markets
03/22/2018
The majority of his clients use Wells Fargo for their retail banking so moving all of their finances into one company is a major advantage, he adds.
03/22/2018
The departure is ‘surprising news,’ recruiter Jon Henschen says.
03/22/2018
He is leaving to pursue other opportunities, the memo said without elaborating.
03/21/2018
She speaks frequently about financial literacy and is a regular commentator for media outlets.
03/20/2018
Bowman graduated from Saint Joseph’s University in Pennsylvania with a B.S. in Marketing Management.
03/20/2018
He was the third high-profile departure from Barclays Wealth that year after head of UK wealth management Henry Fischel-Bock and chief executive Peter Horrell also quit the firm.
03/20/2018
Promotion of the following officers of the firm to Managing Director.
03/20/2018
Prior to joining FIA, Jordan was a Regional Director responsible for strategic business development of investment strategies for institutional clients at Goldman Sachs.
03/19/2018
The firm did not issue a statement to Hearst Connecticut Media on Haynes’ departure, but a source familiar with the matter, who spoke on the condition of anonymity, confirmed Sunday the change had taken place.