07/07/2015
LLBH Private Wealth Management Enhances Team with the Addition of Jeff Byers as an Advisor
As a certified financial planner, Byers brings his extensive relationships, client service and advisory experience to LLBH
07/07/2015
As a certified financial planner, Byers brings his extensive relationships, client service and advisory experience to LLBH
07/07/2015
He will succeed George Lewis who will remain at RBC
07/07/2015
He brings 14 years of investment management experience to Amundi Smith Breeden.
07/07/2015
Additional features for the bank’s mobile apps also are in the works
07/07/2015
UBS Group AG hired Brad Miller to be the New York-based global head of equity capital markets syndicate and a managing director at the Swiss Bank.
07/07/2015
Boschini led a team of wealth planners and advisers
07/07/2015
We have significant momentum in our credit business
07/07/2015
Michael brings to his new role a proven track record of success across the financial services and banking industry
07/07/2015
Mr Veghte said the company would stick to its strategy of seeking to become a broader “insights platform”, with a focus particularly on collecting data about customers’ opinions.
07/06/2015
American Community Wealth Management recently appointed Katherine Powell as vice president private client
07/06/2015
Heuberger has more than 18 years of experience in real estate and has worked in asset management
07/06/2015
He will be overseeing eight branches in communities from the Inland Empire to Downtown Los Angeles, 50 employees and $722MM in deposits.
07/04/2015
Focus Financial Partners LLC, an international partnership of independent, fiduciary wealth management firms, has added the $1 billion firm Relative Value Partners of Northbrook, Ill., to its network
07/03/2015
She is a financial expert who has served as the Chief Financial Officer and Chief Risk Officer at The Hartford Financial Services Group.
07/03/2015
Before joining the London-based bank in 2005, Lynch worked as senior FX strategist at BNP Paribas for eights years
07/03/2015
Bank of America Merrill Lynch said it made three appointments to its global equities prime brokerage division this week.
07/03/2015
One of the most prominent advisers to companies besieged by activist investors is preparing to leave his perch at Goldman Sachs.
07/03/2015
Bank of America Merrill Lynch announced that Jane Navarria has been named business banking market executive for the greater Washington, D.C., market.
07/02/2015
Also, Raymond James adds a $390 million independent-employee group in Beaufort, S.C., from Wells Fargo
07/02/2015
A former Certified Public Accountant (CPA), Benda is a skilled tax attorney who handles tax controversy and income tax planning and compliance matters.