04/30/2012
Sheehan has been with Genworth since its initial public offering in 2004 and prior to that with its former parent General Electric Company since 1997. During that period, he held various roles throughout the investment organization, including real estate,
04/30/2012
Advisers Jeffrey Tompkins and Gregory Barr moved to Deutsche Bank's Palm Beach office in late March, later joined by fellow adviser Ruth Sember in early April.
04/30/2012
Prior to joining BBH he worked in business development for Afton Capital Management.
04/30/2012
Currently CIO for the company's Financial Markets and Treasury Services businesses, as well as its Pershing LLC unit, Kumar is a member of the company's global Operating Committee
04/27/2012
Heilman reports to Joanie Stringer, managing director of the Washington, D.C., office, which opened in October to snag wealth management business in the area.
04/27/2012
Wilkinson has been with the wrap technology provider since March 2007, the firm provides the technology behind the Novia, AJ Bell, JP Morgan and Aegon Retirement Choices platforms.
04/27/2012
Long-Time Senior Deloitte Executive Brings Nearly 40 Years of Experience to Geller
04/27/2012
Advisers Gene Theobald, Otho Evans and Teresa Castillo joined RBC as a team from Morgan Stanley Smith Barney, where they managed $330 million in client assets and generated $2.6 million in revenue last year.
04/27/2012
Gov. Jack Markell praised the company's decision to bring new jobs to the state.
04/26/2012
Leopold will be based in New York and will report to Jackson Hsieh, vice chairman of the investment banking group and global head of the real estate, leisure and lodging group.
04/26/2012
Fidelity Investment's former deputy general counsel joins expanding Boston practice
04/26/2012
Alex and Sara Watson began their financial services careers with Ameriprise Financial and then worked with Allstate. Since, Mr. and Mrs. Watson represent the modern day married couple within the X and Y Generation, they thought oXYGen Financial would be t
04/26/2012
Senior Trust Officer Sandy Christopher Joins Expanding Team in Boston
04/26/2012
McGinnis Succeeds Edgar Ancona, Retiring After 18 years at HSBC
04/26/2012
He said his goal is to double the firm's adviser base in the region to 65 advisers over the next three to five years.
04/26/2012
She spent a number of years at Washington Mutual, leading the commercial group's marketing department.
04/25/2012
While the move partly reflects ongoing dissatisfaction with the Morgan Stanley-Smith Barney integration, some experts say, it doesn’t reflect any new spike in advisor movement.
04/25/2012
Adviser Richard Trotta joined Ameriprise on Friday in Florida from Morgan Stanley Smith Barney. He said an environment where advisers have easy access to top management was a big selling point for him.
04/25/2012
Advisers Gene Theobald, Otho Evans and Teresa Castillo joined RBC as a team from Morgan Stanley Smith Barney, where they managed $330 million in client assets and generated $2.6 million in revenue last year.
04/25/2012
Based in New York, Hendren will oversee global business development and marketing. His strong pedigree of revenue generation experience positions Kurtosys well for future growth and demonstrates a strong commitment to the North American business.