07/09/2014
Dresner Partners Promoted Paul Hoffman to Director
In 2013, he was named one of The M&A Advisor's "40 Under 40," which honored emerging business leaders under the age of 40.
07/09/2014
In 2013, he was named one of The M&A Advisor's "40 Under 40," which honored emerging business leaders under the age of 40.
07/09/2014
He will serve as a resource to existing and prospective clients and, as a member of the senior leadership team, he will develop strategic initiatives to continue to enhance SSgA’s leadership position in the intermediary business.
07/09/2014
At USAA Wealth Management, Campanella served as wealth management director overseeing a team of advisors
07/09/2014
His appointment is part of the German group’s push to strengthen its Americas-based equity investment team and follows the hire of Richard Glass in April last year who was named US head of small and mid cap value equities.
07/09/2014
The move was announced by Gordon Stofer, President and Managing Partner of Cherry Tree & Associates
07/09/2014
With his commitment to philanthropy along with his eye for solutions and relentless drive for innovation, will provide essential guidance to our work in the years ahead
07/09/2014
20-Year Sales Leadership Focus on Private Bank and RIA Channel Distribution
07/09/2014
In his new role, Mr. Jones will be responsible for overseeing BlackRock’s $124 billion U.S. - based fundamental equity business
07/09/2014
Walsh will help the New York-based firm identify and evaluate investment opportunities in the payments sector around the world.
07/08/2014
The team will also launch a global small and mid cap equity strategy 'in due course'.
07/08/2014
He was also head of global banking in Brazil for HSBC Holdings Plc, the memo shows.
07/08/2014
Moses & Singer LLP partner Gideon Rothschild will become Chair of the American Bar Association Section of Real Property, Trust and Estate Law for the September 2014 August 2015 term.
07/08/2014
The US investment banking and brokerage unit of Japan’s Mitsubishi UFJ Financial Group is growing its bench of fixed income sales staff, at a time when its US and European rivals are pulling back following a difficult first half of the year.
07/08/2014
She assumes her new role Aug. 4
07/08/2014
He joins ARC Global from Morgan Stanley, where he most recently served as a managing director and global head of portfolio management for Morgan Stanley's opportunistic real estate platform.
07/07/2014
The firm also told investors that it gained 6.6 percent in the first half of the year, after wiping away losses suffered when technology-oriented stocks tumbled in March.
07/07/2014
The firm reported that the U.C. Berkeley Extension's program in Personal Financial Planning provides an academic path to the financial planning profession.
07/07/2014
We are pleased to welcome Helena to our growing national practice
07/04/2014
He eventually rose to become managing director in Goldman’s financial institutions group.
07/04/2014
Laub was formerly chief financial officer of Red Alder, a New York-based long-short equity hedge-fund manager