09/13/2024
Barclays appoints Global Head of Retail within Investment Banking
Ms. Leonhardt has over 28 years of investment banking experience advising management teams
09/13/2024
Ms. Leonhardt has over 28 years of investment banking experience advising management teams
09/13/2024
The cuts will primarily impact PwC’s advisory and products and technology operations, with half of the cuts affecting offshore roles.
09/12/2024
Following completion of Savvy Wealth’s $26.5 million funding round, Savvy Advisors continues to onboard experienced, tech-forward advisors
09/12/2024
Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity
09/12/2024
Strategic hires made as firm achieves significant AUM milestone.
09/11/2024
J. Stern & Co. manages numerous high-performing strategies, with a long-term horizon and a focus on quality.
09/11/2024
The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.
09/11/2024
These changes represent our One Northern Trust strategy designed to optimize growth
09/10/2024
Lazard has been a leading provider of active strategies for decades
09/10/2024
Kshirsagar held various roles in BlackRock's Multi-Asset Strategies, U.S. Wealth Advisory, and iShares divisions
09/10/2024
Blackman comes to Orange Bank & Trust Company with more than 20 years of experience in Private Banking.
09/10/2024
During her time at the CDC, she restructured the agency and led the nation – and the world – through unprecedented times, navigating the darkest days of the COVID-19 pandemic.
09/10/2024
In 2010, he moved to Brazil, where he spent a year before arriving in Miami, according to his LinkedIn profile.
09/10/2024
Carpenter, who has been with JPMorgan since 2015 after moving from Deutsche Bank AG, will be joining Bank of America this December.
09/09/2024
Mirabal will report to Nick Gillett, CEO of BMS International, and remain based in Miami.
09/09/2024
Former Morgan Stanley, Google exec becomes firm's chief technology officer.
09/06/2024
Baird is excited to continue to grow our presence in the region and to add a talented professional that shares our deep commitment to the Virginia community.
09/06/2024
With 25+ years of experience in global banking and financial services, Raj brings a wealth of expertise in risk management
09/06/2024
Under the leadership of Corey Dahline and Greg Newhall, the bank strengthens its commitment to serving small and midsize, family-owned wineries and their owners
09/05/2024
These appointments reflect the significant contributions they have each made to Waterfall and their leadership throughout the Firm's continued growth.