01/11/2023
With almost 30 years of experience in the Brazilian financial market, Rogerio Zanin joins Lombard Odier from Julius Baer Family Office, where he headed the commercial area and was part of the Executive Committee.
01/11/2023
The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.
01/11/2023
Before joining Gen Re, his last role at Swiss Re was to lead its North America Inforce Management function.
01/11/2023
These promotions are a true depiction of Holmes Murphy’s commitment to evolving and expanding our talent base
01/10/2023
Based in Florida and New York, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
01/10/2023
Gorman has been CEO since January 2010, a 13-year run in which the bank recovered from near calamity during the financial crisis, transforming itself into a business relying on the twin engines of the investment bank and wealth management.
01/10/2023
The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.
01/09/2023
Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'
01/09/2023
Ron has 19 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset manager research.
01/09/2023
Previously, he also worked at Barclays and BGI, which was acquired by BlackRock in 2008.
01/07/2023
Fast-growing Canadian investment management firm adds two Calgary-based professionals
01/07/2023
Combined business unit aims to accelerate firm’s engagement with consumers
01/06/2023
With 30 years of experience in the fields of financial services, wealth management and technology, Yackel previously held various leadership positions at SEI, Envestnet, Fortigent and Prudential.
01/06/2023
Prior to Arch, Acker spent time at both ACE Group and The Hartford.
01/06/2023
Morey Goldberg and team join forces with George Papanier and Adam Pauska, expanding global capabilities for discerning, ultra-high net worth families
01/06/2023
Kuntz brings more than two decades of leadership and group benefits experience to the company
01/06/2023
The team also includes senior associate Phillip Black and associate Esteban Martinez.
01/05/2023
Mr. Bailey earned a B.S. in economics from Allegheny College and an M.B.A. from Eastern University.
01/05/2023
She joined Fulton Private Bank from a private multi-family office where she proactively crafted and executed plans to help families across the country steward, preserve and transfer the wealth they worked so hard to create.
01/05/2023
Dr. Andreas Przewloka brings 20 years of senior financial services leadership experience to State Street