11/29/2022
Apollo Names Shawn T. Wooden Chief Public Pension Strategist and Partner
He spent 21 years as an investment attorney with a focus on public pension plans.
11/29/2022
He spent 21 years as an investment attorney with a focus on public pension plans.
11/28/2022
Bronstein will report to Chris Sparro, chief executive officer of Sompo International, North America.
11/25/2022
Williams’ appointment follows that of Abigail Slater who joined from American Express to become Pleo’s new head of operations in the UK&I in October.
11/25/2022
Grant Thornton US, the seventh-largest accounting and consulting firm in the country, has elevated five people to its senior leadership team.
11/22/2022
Rachael Billings is a certified trust and fiduciary advisor who was employed by Bangor Savings Bank as a wealth relationship manager.
11/22/2022
The role’s gone to Mattew Nicholls and Rebecca Hill, who have been with the bank for 15 years and 5 years respectively.
11/22/2022
Kenney joins the team at Avidian Wealth Solutions with more than 16 years of financial services experience
11/22/2022
Coby Bucci, one of Canada's early ESG analysts, tapped to improve advisor-business experience and procedures for ethical investment
11/21/2022
Dizard is a graduate of Ohio State University.
11/21/2022
Bluso brings more than two decades of experience to newly created Institutional Real Estate Group
11/18/2022
Vanguard veteran's executive leadership will allow founding partners Josh, Barry, Kris and Michael to focus squarely on their core competencies
11/18/2022
Anthony brings deep knowledge of our unique space in the insurance industry
11/17/2022
Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices
11/17/2022
New Veris Chief Operating Officer an Experienced Operations Executive
11/17/2022
As Chief Executive Officer, Gayner will lead the continued growth of Markel's group of businesses and investments
11/17/2022
The four-person team is split across Merrill offices in Connecticut and Long Island.
11/17/2022
Ejnisman replaces Jean Pierre Dupui, that will create a division responsible for oversight of other companies controlled by Santander in Brazil.
11/16/2022
Victor Souza, who previously served as a private banker in Miami, has joined UBS’s wealth management business in Brazil.
11/16/2022
Brad spent 12 years with Goldman Sachs serving ultra-high net worth clients.
11/16/2022
The company said he will contribute to the continued build out of BMS Re’s North American casualty and treaty capabilities.