03/24/2016
LANB Welcomes New Chief Wealth Strategies and Fiduciary Officer
Zaleski holds a Bachelors of Business Administration degree in finance from American International College, Springfield, MA
03/24/2016
Zaleski holds a Bachelors of Business Administration degree in finance from American International College, Springfield, MA
03/24/2016
At PJT, Gilbert will cover the information services industry as part of the media banking team, which specializes in everything from traditional and digital media to sports, the sources added.
03/24/2016
UBS Wealth, the biggest wealth manager in the world with $1.9 trillion in assets
03/24/2016
Leon-Cruz led business in seven districts for JPMorgan in the Queens and Bronx markets in New York
03/23/2016
Charlie Wenzel has joined Cohen & Steers as Senior Vice President, Head of Wealth Management Defined Contribution.
03/23/2016
Mr. Wenzel comes to Cohen & Steers from Ascensus, the largest independent retirement and college savings services provider in the United States
03/22/2016
Advent International said Monday it had named Todd Lachman and Larry Bodner as senior advisers to the Boston-based company to help evaluate investments in consumer products companies.
03/21/2016
Miller will report to Rahul Kanwar, who is head of SS&C Alternative Assets.
03/21/2016
Her previous experience includes roles with Prudential Financial, Inc. and The Guardian Life Insurance Company of America, as well as six years of private practice.
03/21/2016
Kurt brings more than 15 years of experience in investment research and strategy and prior to joining BlackRock, he was the Head of Thematic Research at UBS Wealth Management in Zurich and New York
03/21/2016
Prior to joining Atlantic Trust, Bailey was an associate in Alston & Bird LLP's financial services group.
03/21/2016
Prior to joining Diversified Trust, Bell served as Chief Investment Officer for BlueArc Capital Management
03/18/2016
A spokeswoman for UBS confirmed the contents of the memo.
03/18/2016
Thomas DuCharme formerly served as co-head of Asia-Pacific banking at JPMorgan
03/18/2016
Thursday’s disclosure was made in the bank’s annual proxy filing, which also included executive compensation details.
03/18/2016
Founded by billionaire investor Michael Platt, BlueCrest has seen a number of money managers leave since December
03/18/2016
The objective of the fund is to provide high monthly income consistent with prudent risk to capital with exposure across multiple fixed income markets.
03/17/2016
Rick brings with him over 30 years of experience in the investment management industry, with broad expertise in portfolio management and equity research.
03/17/2016
DuCharme will provide cross-border financing, treasury services, trade finance and investment banking services for mid-size and large corporate clients of Wells Fargo.
03/17/2016
Beaumont and Pramberger admitted as Audit partners; Reyher joins as Private Wealth Services managing director