01/29/2016
National Association of Estate Planners and Councils boosts board
The U.S. private wealth management division of CIBC has announced that a managing director and senior wealth strategist has been named to the National Association of Estate Planners and Councils (NAEPC) board of directors.
01/28/2016
We are delighted to welcome Naureen to the Morgan Stanley team
01/28/2016
Mr. Dudley also enjoyed a 16-year career as a player in the National Basketball Association (NBA)
01/28/2016
Smith holds a bachelor’s degree in accounting from St. Cloud State University.
01/27/2016
McCarthy has also represented and defended U.S. and international corporate clients, as well as individual clients, in white collar criminal proceedings
01/27/2016
Kocis, Kinsella and Rohlfing will be opening IHT’s newest office in Oakbrook, Ill.
01/27/2016
Tiedemann Wealth Management boosts investment committee
He currently serves on the Investment Committee for the Board of the West Point Association of Graduates.
01/27/2016
Wells Fargo announces senior promotions
This unit works with business owners and their advisors to develop a succession plan, value the business, sell the business or manage closely-held interests held in trust or agency accounts.
01/27/2016
He is the fifth portfolio manager to join Deimos since last July
01/27/2016
Leading accounting firm shifts leadership structure to advance future growth strategy
01/27/2016
He will become a partner at WeiserMazars and he and his team will relocate to WeiserMazars’ Long Island office.
01/27/2016
Norm has broad and deep experience in today's extraordinarily complex and high-stakes regulatory environment for investment firms, and he will be a tremendous resource for our clients
01/27/2016
The Private Equity Growth Capital Council has named Mike Sommers president and CEO of the private equity trade association.
01/26/2016
He joins as Man looks to expand its presence in trading credit
01/26/2016
The departures come as the retention packages Bank of America offered Merrill brokers to stay after the acquisition in 2008 are about to expire.
01/26/2016
Sonsini earned his J.D. from Boalt Hall School of Law at UC Berkeley and graduated, magna cum laude, from Dartmouth College in 1988.
01/26/2016
Mr. MacKay is returning to the practice of law and will advise on a range of matters, including government and regulatory enforcement and compliance matters.
01/26/2016
Mr. Berliner joins Centerview from Peter J. Solomon Company where he was President and spent 23 years.
01/26/2016
Accenture has appointed Leonardo Framil geographic unit managing director for Latin America and country managing director for Accenture in Brazil, effective Jan. 1.
01/26/2016
Former UBS Portfolio Manager Joins Expanding Team in Southern California