11/15/2022
“Leslie brings an important specialty that you won’t find at other wealth management firms and we’re pleased to offer this additional subject matter expertise to our clients,” she said in a news release announcing the appointment.
11/15/2022
Roger Kuperman built a great business by putting his clients first and like many wirehouse advisors concluded that he could do a lot more for them as an independent than he could in the wirehouse environment
11/15/2022
Kreat previously served as a financial advisor with Edward Jones for over 20 years.
11/15/2022
Hedge Fund Industry Veterans to Bolster Investment Platform at Top-Ranked RIA Firm
11/14/2022
Prior to this, he held the role of President at Broadridge Asset Management Solutions and previously led the go-to-market strategy at eFront as Chief Customer Success Officer.
11/14/2022
“His commitment to relationship building and client service is exemplary, and we are pleased to welcome Ryan to the team.”
11/14/2022
He will bring his expertise collaborating with investment committees in the design of bespoke investment strategies to exploit opportunities and mitigate risk for each organization’s specific objectives
11/11/2022
Together, they manage more than $1 billion in client assets for ultra-high net worth individuals and families.
11/11/2022
She will also be responsible for growing consumer lending and deposits throughout the Bank.
11/10/2022
Wealth Management Veteran to Advance Development of Solutions that Enable Firms to Scale and Better Utilize Data to Deliver Personalized Advisory Services
11/10/2022
Ebner is scheduled to take on the new role on Nov. 21 and will be stationed in New York.
11/10/2022
Real estate investment veteran will build sales efforts within the broader wealth channel
11/10/2022
Mr. Peduzzi, who is also a licensed certified public accountant, has over 34 years’ experience serving the banking and financial services industries.
11/10/2022
The second recruit for the role, whose name is yet to be disclosed, will join the firm in May next year.
11/10/2022
Patrick and Brian, both partners of the Firm, have been instrumental in Waterfall's growth and successful investment performance on behalf of its clients over the past 15 years.
11/09/2022
The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
11/09/2022
He brings more than 30 years' experience leading a wide range of risk management and operations at Canada's leading brokerages and some of Canada's top financial institutions, including the Royal Bank of Canada and the Canada Imperial Bank
11/09/2022
Global Insurance Industry Leader with Deep Roots in Chubb's Culture Returns to the Company
11/09/2022
The team will focus on building Florida's comprehensive Wealth Management offerings for the unique universe of high-net-worth individuals and families, entrepreneurs, business owners, family offices, and foundations & endowments in and around Nap
11/08/2022
Maniago has more than 20 years of software product design and implementation experience, including Chief Product Officer for Personal Capital