04/05/2024
Sanctuary Wealth Continues to Add Veteran Industry Executives to Leadership Team
Firm Taps Former Wells Fargo, UBS Executive Michael Goldfader to Lead West Coast Region and Michelle McIntyre as National Business Development Officer
04/05/2024
Firm Taps Former Wells Fargo, UBS Executive Michael Goldfader to Lead West Coast Region and Michelle McIntyre as National Business Development Officer
04/05/2024
Dorothee Blessing and Jay Horine will become global co-heads of investment banking coverage.
04/05/2024
The Canadian asset manager has appointed CJ Morrell to the newly created role of managing director
04/05/2024
First Trust Advisors forges partnership and joins the SMArtX Platform
04/05/2024
Team of Four Managing Directors, Led by Industry Veteran Tom Donovan, Join From Greenhill & Co. to Drive U.S. Primary Practice
04/04/2024
The 20-year industry veteran is joining another former Citi Private Bank colleague at the Spanish group.
04/04/2024
In his last role he was head of UK wholesale at Franklin Templeton
04/04/2024
Feige will work for UBS in San Francisco starting in July.
04/04/2024
He joins an existing UBS Private Wealth advisor team, MLM Partners
04/03/2024
David Braccia, Braden Ferrari, Jacob Wilson and Evan Wynn Bring Impressive Talents And Expertise to Growing Business
04/03/2024
Christian Roth Brings 30+ Years of Experience in Fixed Income Investment Management
04/03/2024
The team will be located in the firm’s 1285 Avenue of the Americas Private Wealth Management office and will report to Market Directors Thomas Conigatti and Neal Cooper.
04/03/2024
He's the latest in a long line of partners to leave the firm in recent years.
04/03/2024
Chief Technology Officer Gautam Sachdev will take the reins as Gamble transitions into his new role as vice chair for J.P. Morgan Asset Management Solutions.
04/02/2024
Prior to that she was senior program manager - stop loss and reinsurance at Florida Blue
04/02/2024
Ahluwalia has been THL's top representative at Hightower since 2018.
04/02/2024
Former Citi Private Bank exec joins XP as private wealth boss
04/02/2024
Brazil is a key market for many of our business lines active in Latin America
04/02/2024
She provided thought leadership to clients and supported the development of forward-thinking solutions designed to improve participant outcomes.
04/02/2024
We look forward to his leadership as we navigate the complexities of regulating the insurance sector and deliver on our mission to protect consumers.