06/28/2024
Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity
06/28/2024
Effective 17 June, Shannan Simmons has been appointed Head of Business Development, Americas, alongside her current position as Global Head of Consultant Relations.
06/28/2024
At MetLife, he oversaw approximately $600 billion in assets under management worldwide.
06/28/2024
Melissa sits on the Investment Committee and will be a key thought leader as True North further expands its service offerings.
06/27/2024
Vay's expertise will be invaluable as we educate our end-users on the breadth of the ALT5 portfolio.
06/27/2024
The seven advisors making up the team are joining Raymond James’ employee advisor channel.
06/26/2024
Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy
06/26/2024
BBH is pleased to announce it has grown its Infomediary® Data Solutions team in the U.S. and Europe to support its continued investment in data solutions.
06/26/2024
Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy
06/26/2024
Eric brings over 12 years of industry experience to the team.
06/25/2024
Additionally, he will oversee a team of roughly 20 investment professionals across asset classes.
06/25/2024
Ryann brings nearly 20 years of wealth management experience to the role.
06/25/2024
Ben, a seasoned wealth manager, is committed to providing tailored services to all clients.
06/24/2024
Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank
06/24/2024
Rothermich oversaw all high-net-worth planning for TIAA and directly advised clients holding over $1 billion in assets; he brings three decades of experience serving ultra-high-net-worth clients and institutions to Fidelis Capital.
06/21/2024
He will be based in Dallas, Texas.
06/21/2024
Ali Harmer moves back in house after four-and-a-half-year stint at Coda Law Group
06/20/2024
His experience has allowed him to help source, underwrite, negotiate and close on approximately $80 million of deal capitalization for the firm, and assist with some asset management needs.
06/20/2024
Previously, Dan was a Senior Portfolio Manager at Northern Trust Asset Management
06/19/2024
The team moving to RBC also includes senior business associates