06/19/2012
Bessemer Trust, one of the largest wealth managers to the super-rich, is passing the torch to a new generation of management as long-time Chief Executive and President John Hilton prepares to retire at the end of this year. Bessemer Trust, one of the larg
06/19/2012
Data compiled by InvestmentNews on adviser movement within the industry show a significant increase in the number of advisers leaving MSSB so far this year.
06/19/2012
He joins PGB Trust & Investments from U.S. Trust, Bank of America Private Wealth Management where she served as vice president and trust officer.
06/19/2012
McCarthy was previously co-head of the same unit at J.P. Morgan and at Lehman Brothers.
06/19/2012
The addition of Rosenfeld marks Baird’s continued growth and expansion in the Consumer sector. Baird recently added two other senior investment bankers, Jason Abt, Managing Director, and Chris Harned, Managing Director, each of whom have extensive C
06/19/2012
In this role, Runnberg will be an advisor to high-net worth individuals and families. She will assemble professionals to deliver those clients custom wealth management solutions such as investment advisory and management, trust and estate services, and fi
06/19/2012
In the new role, Sak will be part of the bank's Chicago office, serving as a private banker in addition to his role as vice president.
06/19/2012
Washington Trust Bancorp, Inc.
06/19/2012
Old Second Bank today announced Jacqueline A. Runnberg of Algonquin joined the bank's Wealth Management division. She will serve as a vice president and wealth management business development officer.
06/18/2012
McGowan's chief responsibility will be to help ensure that KPMG addresses the varied tax needs of its member firms' clients using the latest technology.
06/15/2012
He said that education of Islamic banking and finance is immediately needed internationally. At this time, 38 universities in the world are producing approximately 5000 graduates of Islamic banking and finance per annum, whereas relatively its demand is 1
06/15/2012
At Berkshire, he co-headed the group that advises wealth managers, including multi-family offices, trust banks, investment counselors and investment consultants.
06/15/2012
She led John Hancock Financial Network's creative team and was responsible for its marketing strategy, brand management, sales promotions, change and organizational management.
06/15/2012
The Presidio Group LLC has enticed 18-year Northern Trust veteran Thomas V. Smith to open its third location.
06/15/2012
Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 125 countries, with more than 24,000 professionals. The combined worldwide revenue of independent member firms
06/14/2012
Advisers Robert Powell, Walter Urban and Tyler Mercer moved to Raymond James in Mt. Laurel, New Jersey, from Morgan Stanley Smith Barney, where they managed $187 million in client assets and generated $1.45 million in annual revenue production last year.
06/14/2012
He held Group Vice President positions for more than 10 years with Fisher Investments where he led their Sales, Trading and Investment Operations, and Research divisions.
06/14/2012
They join private markets research team in the U.S.
06/14/2012
Highly Experienced Investment Manager Joins U.S. Small/Mid Cap Growth Team
06/14/2012
Civitillo and Skrumsager will report to Raj Dhanda, head of global capital markets at the New York-based bank, said the person, who declined to be identified because the appointments weren’t made public.