01/06/2012
Ms. Saks has 20 years of experience providing comprehensive planning services, including compensation, investment, business succession, charitable giving, and retirement planning strategies, to business owners, corporate executives and wealthy families bo
01/06/2012
Mr. Mee, formerly a Divisional Vice President with John Hancock Retirement Plan Services, reports to Jeff Duckworth, President, John Hancock Funds Distribution.
01/06/2012
The appointment comes as AAM increases its focus on the efficient execution of its business strategy. Mr. Daniel will play a key role in ensuring that AAM customers receive maximum benefit from the expanding product lines and services that the firm provid
01/06/2012
Through her work with FPA, Cathy established a partnership between local Junior Achievement programs and the FPA to promote financial literacy for youth in the tri-state area and helped implement Financial Planning Days, which give members of the communit
01/06/2012
Knight operates a global, multi-asset class platform for institutional investors, combining full service sales and trading with innovative electronic trading products.
01/06/2012
He joins Barclays from JP Morgan Chase where he was an Executive Director
01/05/2012
Raymond James Ltd. has announced two additions to its team of branch managers, who will help build the firm’s private client business.
01/05/2012
will be responsible for expanding the firm's global institutional and private wealth relationships across all distribution channels and will report directly to the CEO
01/05/2012
Additionally, the Company announced that Messrs. William L. Jews and Asa Hutchinson have resigned from the Board of Directors.
01/04/2012
Mr. Krotee received a Bachelor of Science in Economics from the United States Military Academy at West Point and a Masters in Business Administration from Duke's Fuqua School of Business.
01/04/2012
Mr. Pirri is responsible for selling and distributing all of Direxion's buy-and-hold alternative investment strategy products to financial advisors across all channels, including wirehouses, regional broker dealers, registered investment advisor (RIA
01/04/2012
Mr. Haylon joins Conning from General Re New England Asset Management where he was Head of Investment Product Management responsible for creating new and unique investment products to expand client access to a broad array of investment vehicles.
01/04/2012
Daniel has more than 11 years of experience consulting with wealthy families on income tax planning and wealth transfer.
01/04/2012
Mr. Carley, Mr. Censullo, and Mr. Klein joined Lexington Wealth from Wells Fargo. They were also part of the original team at Tanager Financial Services, and each have served in the wealth management, and financial services industries for more than two de
01/04/2012
Combined, these Managing Directors bring nearly 40 years of experience to the firm.
01/04/2012
These hires represent a continuation of the firm’s investment in its core depositories business.
01/03/2012
In its effort to expand its Montgomery market share, Aliant Bank now is offering professional and executive banking -- a higher-touch banking experience for higher-end customers.
12/29/2011
Modera Wealth Management has hired a former academic, CEO and credit union industry executive to join its ranks.
12/28/2011
We're now learning 580 of those cuts will occur in New York City.
12/28/2011
Wells Fargo Advisors has hired a two-member financial advisor team from First Internet Securities Network in Bethesda, Md.