06/27/2023
Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.
06/27/2023
Montag, described by his peers as a hard-charging executive, was formerly a partner at Goldman Sachs and jointly led its securities division until late 2007. He was at the bank for 22 years.
06/26/2023
“This region is a market anticipated for growth, and our bankers are energized to continue efforts to partner with the best businesses in the San Fernando Valley”
06/26/2023
In her new role, Heitsenrether will be responsible for leading the adoption of artificial intelligence (AI) across the bank’s operations.
06/26/2023
Incoming leader to take over from asset management veteran as part of year-long transition plan
06/26/2023
Goldman Sachs has seen at least three founds of job cuts in less than a year
06/23/2023
The appointment is effective immediately.
06/23/2023
This comprehensive audit coverage will provide a holistic view of Byju's financial performance and ensure transparency across the organization.
06/23/2023
James “Jim” Ross brings over three decades of fund industry experience to trustee board
06/23/2023
In early 2019, Tesla laid off 7% of its staff in its second round of layoffs in just seven months.
06/22/2023
Gaylor to Lead Company Global Expansion Through Organic Growth and Strategic Acquisitions
06/22/2023
Chris Suh’s appointment comes seven months after the payments giant brought on a new CEO.
06/22/2023
She will be joining the organisation's newly expanded Americas operation on the heels of its September 2022 acquisition of JGM Fund Services
06/22/2023
Hamer joins Stratos from Asset Management Group, Ltd. where he was a managing director since 2016.
06/22/2023
As a Family Office Director, Ray is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan.
06/21/2023
He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.
06/21/2023
Gregg and Jason are joined by Client Service Associate Saba Lak.
06/21/2023
She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.
06/21/2023
She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.
06/21/2023
Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation