06/06/2025
This expansion of the team underscores Rothschild & Co’s commitment to growing its U.S. Business Services practice and delivering best-in-class advisory services to both sponsor-backed and corporate clients.
06/06/2025
Thomas will report to Chris Roop, who is head of mergers and acquisitions for the Americas.
06/06/2025
Levine will lead newly combined U.S. divisions of the bank as it aims to boost its key return-on-equity profitability measure, said chief executive Darryl White in a statement.
06/06/2025
Bank of Montreal announced several other executive moves
06/05/2025
Brayden and James join us from a regional wealth management and CPA firm
06/05/2025
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
06/05/2025
“I’m thrilled to join a dynamic, agile cyber insurance carrier that’s committed to becoming a market leader,” said Bonkoski.
06/05/2025
Rich Policastro will be responsible for expanding Merchant’s network of service providers.
06/04/2025
Abbas Hasan, COO of Pure Financial Advisors, has left the $8 billion RIA backed by Emigrant Partners and Lee Equity Partners.
06/04/2025
Mike Wunderli will guide the acquisition strategy of the more than $1 trillion Captrust in a newly conceived role across wealth and employer-based retirement plan advice.
06/04/2025
The role will be effective July 1 as McMurray completes his current role as global head of Health & Benefits.
06/03/2025
She joins Partners Group from iCapital, where she held the role of Chief Investment Strategist for the last four years.
06/03/2025
Smith will begin in the Dallas office and relocate to Abu Dhabi in the coming months.
06/03/2025
In this newly-created global role, she will report to Tradeweb Chief Technology Officer Justin Peterson.
06/03/2025
He is an accomplished financial executive with nearly 30 years of experience across private equity backed companies, public markets and complex capital structures.
06/02/2025
All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust.
06/02/2025
Leadership change marks pivotal moment in RIA’s evolution
06/02/2025
With growing expansion in the U.S. and a market leading presence in Europe, Aztec Group appoints new Chair to continue long-term growth journey.
06/02/2025
In addition, she will continue to ensure that cyber resilience is incorporated into strategic firm initiatives, including product and technology deployments, AI-fueled innovation and cloud adoption.
06/02/2025
Bob Oros, who oversaw an aggressive acquisition strategy at one of the country’s largest RIAs, will step down as CEO but remain a member of the board.