05/03/2024
JPMAM ETF exec Bryon Lake to join Goldman Sachs Asset Management as a partner, source says
Bryon Lake will join GSAM this summer as a partner in a broad role
05/03/2024
Bryon Lake will join GSAM this summer as a partner in a broad role
05/03/2024
Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS
05/03/2024
Bringing more than 20 years of investor relations and financial services experience to her new role
05/02/2024
With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.
05/02/2024
He will take on the role of Executive Chairman with immediate effect and as at January 1 2025
05/01/2024
Previously, Osborne managed the national excess casualty portfolio at Swiss Re corporate solutions.
05/01/2024
Toth, who has been registered for seven years in the investment advisory industry, noted the firm’s commitment to guiding clients towards their financial goals with personalized solutions.
04/30/2024
Freiman and Greene will both focus on the financial technology sector.
04/30/2024
Scotiabank said Machen would be based in New York and Toronto
04/30/2024
I joined Raymond James to provide advice and guidance to my client
04/30/2024
First Republic was a leading provider of private banking and wealth management solutions for high-net-worth clients
04/30/2024
JPMorgan's new technology MDs include Arvind Reddy, the New York-based head of platform
04/29/2024
They bring a wealth of knowledge and relationships and will play a pivotal role in our continued efforts to provide world-class advisory services to our clients
04/27/2024
He joins Alpha Capital Family Offices from Northern Trust, where he served for over a decade as a senior portfolio manager, overseeing $500+ million in assets for UHNW investors.
04/25/2024
JPMorgan isn't commenting on the suspicious exits
04/25/2024
Matthew Unger, who joined this week from Goldman Sachs, will also support organic growth
04/24/2024
The firm was formed in 2019 with three Wells Fargo Advisors Wealth Brokerage Service advisors
04/23/2024
Previously, he held group CFO roles with Wells Fargo & Company, and Citigroup in the United States and abroad.
04/23/2024
Riley joins a team of five that includes a trio of multigenerational partners/advisors and two client service professionals.
04/23/2024
Prior to joining Julius Baer, he was Senior Relationship Manager servicing Brazilian private clients at Banco Bradesco Europa S.A. in Luxembourg.