05/30/2012
He has held two COO roles at large global asset managers and most recently was engaged as a consultant at Eagle, focusing on its outsourcing and insurance services initiatives for BNY Mellon.
05/30/2012
BNY Mellon has bolstered its wealth management office in Tampa with the addition of two senior professionals to its staff.
05/29/2012
Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:
05/28/2012
News of the change was first reported by Bloomberg.
05/28/2012
Henriques joined the bank in February 2011 as Vice Chairman, President and Chief Operating Officer of the Coral Gables based company.
05/28/2012
Wilmington Trust opened its first Florida office in 1983 in Stuart. Wilmington Trust continued to grow its Wealth Advisory business in the Florida market and now has offices in Palm Beach, North Palm Beach, Stuart, and Vero Beach.
05/24/2012
He will specialize in equities, but will be involved in all types of investment management. He will report to Martha Henderson, head of the Entertainment Division at City National Bank.
05/24/2012
He has been with the company since 2001
05/24/2012
Mr. Walker, who previously spent 22 years working at JPMorgan before leaving the firm in 2001, will be based in New York and will start later this month.
05/24/2012
He joined the Wells Fargo Portfolio Management Group in 2001 and was ultimately named managing director, where he led a team that manages a portfolio of complex transactions related to investment banking and traditional commercial lending.
05/23/2012
He will be based in New York and jointly report to Steve Bottomley, Head of Commercial Banking, North America and Diane S. Reyes, Global Head of Payments and Cash Management.
05/22/2012
Jenkin and Ferrante managed $210 million in client assets at UBS and generated $1.3 million in revenue last year.
05/22/2012
BHWM expands West Coast presence, begins services in San Diego
05/22/2012
In addition to his experience at Janney, serving as Managing Director, Head of Trading & Sales Trading since joining the firm in 2009, Woodford brings to his new role a strong record of client service and leadership that also includes 10 years with Ci
05/22/2012
Kate comes to Sandy Cove Advisors with a strong background in investments spanning 19 years.
05/22/2012
He joins from Huntington Bank
05/22/2012
He comes to Goodwin from WilmerHale where he was a partner and chair of the firm's Fund Formation Practice Group.
05/22/2012
Prior to joining Maxim Group, he was a research analyst at Cantor Fitzgerald where he covered mortgage REITs and small and mid-cap commercial banks.
05/21/2012
Reynolds brings over 25 years of portfolio management and fiduciary experience to Nashua Capital Management. In his most recent position, he was VP Senior Portfolio Manager for TD Wealth’s Private Investment Counsel Division.
05/21/2012
It has opened 17 new offices worldwide and established itself as a full-service management consultancy with global reach.